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Investment outlook 2022: the value of active minds
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Investment outlook 2022: the value of active minds

As the start of another pandemic-era year beckons, investors and the world at large are once again faced with the need actively to balance both opportunities and risks.
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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.

A post-pandemic world would mark a new era

There will be no return to normal, say the team at NZS Capital. Instead they see a continuation of the digitisation trend in which the winners exhibit “non-zero-sumness”.
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Read time - 4 min.
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01.12.2021
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A world of opportunity in UK equities

Richard Buxton, Dan Nickols and Richard Watts discuss what may lie ahead for the economy and UK large cap, mid cap and smaller company stocks.
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Read time - 4 min.
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01.12.2021
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Asia Pacific for income & growth – but be selective

Asia Pacific continues to provide plenty of attractive growth and income opportunities. But an active approach is key, says Jason Pidcock, Head of Strategy, Asian Income.
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Read time - 5 min.
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01.12.2021
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Central banks to back-pedal in 2022?

The Jupiter Merlin team look ahead to 2022, which promises to be a year in which central banks reverse course on policy and Covid stubbornly refuses to disappear.
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Read time - 4 min.
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01.12.2021
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CoCos remain an oasis in the yield desert

Luca Evangelisti discusses inflation, risk and the outlook for contingent capital, or CoCos, a type of fixed-interest bond issued by banks and financial institutions.
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Read time - 5 min.
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01.12.2021
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CoCos: The right instrument in a troubled world?

Luca Evangelisti, explains how Contingent Capital bonds, or CoCos for short, have shown resiliency through recent events and have the potential to offer investors value thanks to their superior liquidity profile and the strong financial position of banks.
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Read time - 5 min.
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05.04.2022
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Coming to terms with a two-speed global economy

Mark Nash and Jupiter’s Fixed Income Alternatives team say the divergence in growth between the US and the rest of the world may stymie attempts to tame inflation.
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Read time - 4 min.
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01.12.2021
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Emerging markets in 2022: headwinds to become tailwinds

Nick Payne, Head of Strategy, global emerging markets focus, explains why 2022 could be a strong year for emerging countries after their vaccination programmes catch up.
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Read time - 5 min.
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01.12.2021
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Environmental risks dominate the outlook for the next decade

In an article that first appeared on ESG Clarity, Abbie Llewellyn-Waters discusses the global risks highlighted by the World Economic Forum’s latest Global Risks Report.
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Read time - 6 min.
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14.02.2022
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