Throughout the markets in which we operate, the Jupiter name has become synonymous with active fund management. As “the house with no house view,” we are committed to providing our fund managers with the freedom and resources they need to excel on behalf of our clients. 2021 was a year of innumerable new issues and challenges for investors globally, from major developments in environmental, social and governance considerations, to seismic shifts in the macro environment and in investor risk appetite, as impacts from the pandemic continued to be widely felt. Against this backdrop, we are pleased to present once more our annual compilation of investment outlooks, featuring the latest thinking of many of our leading fund managers, covering a broad range of asset classes and specialisms.
Sustainable investing
The urgency to tackle climate change and a renewed appreciation of the world’s economic and social imbalances increasingly occupy investors’ minds. As an established innovator in sustainable investment, we know well the importance these issues have for many clients and the investment opportunities and risks they create. With sustainable investing more in the spotlight than ever before, we are pleased to showcase here a series of insights from some of our thought leaders in this field.
Equities
The pandemic and associated policy responses have contributed to significant divergences in the performance of stocks globally, both at regional and sector levels. Against a backdrop of widespread expectations that such divergences are set to persist, here we share a broad range of insights from some of our leading active stock-pickers.
Fixed income
From a low-inflation, high-growth environment, to growth disappointments and rising inflation, 2021 delivered plenty of developments to keep fixed income investors on their toes. Will inflation be transitory or sticky? How might central banks react? And what could various scenarios mean for different parts of the bond market? Here, some of Jupiter’s leading fixed income specialists share their thoughts on these important questions.
Multi-asset
As macroeconomic and market conditions, as well as the path of the pandemic, continue to undergo frequent changes of direction, asset allocators must address both tactical and strategic questions. Explore the latest thinking of some of Jupiter’s multi-asset experts.
Alternatives
From “monetary metals” (including gold and silver) to “absolute return” strategies designed to generate positive returns regardless of the overall direction of markets, the pandemic era has led many investors to explore alternative approaches and a wider array of asset classes. Here we share insights from several of our thought leaders in the field of alternative investments.