Nick Payne explains why he believes emerging markets are poised for a recovery after a challenging year.
Mark Nichols and Mark Heslop discuss why they are staying positive, and the subtle difference between investing in European companies and investing in Europe.
After a volatile year for UK investors, Richard Buxton examines the headwinds facing the UK economy and explains why there are reasons to be optimistic despite the challenges ahead.
Ariel Bezalel and Harry Richards assess the prospects for fixed income as inflation fades and growth concerns emerge.
Jupiter’s Independent Funds Team look ahead to 2023, which will likely see recession but potentially also falling inflation.
As financial markets struggle for direction, Rhys Petheram and Jon Wallace discuss the unavoidable trends shaping the future.
After a volatile year for markets and an increasing lack of trust in both sovereigns and institutions, Ned Naylor-Leyland explains why it’s time to think differently about Gold.
What can we expect from Asia Pacific (ex Japan) markets in 2023? Jason Pidcock and Sam Konrad give their views and discuss the key attributes they look for in companies.
Following a particularly difficult year for fixed income, Alejandro Arevalo and Reza Karim explain why there are reasons to be positive about the outlook for EMD.
After a turbulent year for fixed income markets following a series of rate increases, Mark Nash, Huw Davies and James Novotny say many factors are turning favourable for the asset class as growth and inflation begin to slow.