Asia Pacific equities: Enablers of the AI revolution
Jason Pidcock and Sam Konrad discuss the AI theme in the Asia Pacific (ex Japan) region and highlight where they’re finding some of the most attractive tech opportunities.
Webcast: Big returns in Europe’s smaller companies?
Listen to Mark Heslop, Phil Macartney discuss with Caroline Cantor why European smaller company equities are often underappreciated by the market and how they can be a source of excellent long-term returns.
India: All eyes on Modi’s prospects amid growth optimism
Avinash Vazirani and Colin Croft say investors will focus on the outcome of the upcoming national election and what that could mean for government policies amid growth optimism.
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Asia Pacific equities: Enablers of the AI revolution
Asia Pacific equities: Enablers of the AI revolution
Jason Pidcock and Sam Konrad discuss the AI theme in the Asia Pacific (ex Japan) region and highlight where they’re finding some of the most attractive tech opportunities.
Read time- 6 min.
18.03.2024
Webcast: Big returns in Europe’s smaller companies?
Webcast: Big returns in Europe’s smaller companies?
Listen to Mark Heslop, Phil Macartney discuss with Caroline Cantor why European smaller company equities are often underappreciated by the market and how they can be a source of excellent long-term returns.
13.03.2024
India: All eyes on Modi’s prospects amid growth optimism
India: All eyes on Modi’s prospects amid growth optimism
Avinash Vazirani and Colin Croft say investors will focus on the outcome of the upcoming national election and what that could mean for government policies amid growth optimism.
Read time- 7 min.
01.03.2024
European Commercial Real Estate: A mixed bag after recent rally
European Commercial Real Estate: A mixed bag after recent rally
Luca Evangelisti, Head of Credit Research, Paridhi Garg, Credit Analyst, and Leon Wei, Credit Analyst, explain the reasons behind the commercial real estate crisis in Europe and examine its impact across fixed income and European financial markets.
Read time- 8 min.
29.02.2024
Can Saudi Arabia emulate Dubai’s success?
Can Saudi Arabia emulate Dubai’s success?
Reza Karim discusses the key macro takeaways from his recent trip to the Middle East, where he met with dozens of companies across Saudi Arabia, Oman and the UAE.
Read time- 7 min.
20.02.2024
Webcast: Seeking income and growth in Asia Pacific
Webcast: Seeking income and growth in Asia Pacific
In his latest webcast, Jason Pidcock (Investment Manager, Asian Equity Income) explains his team’s focus on ‘quality income’ stocks in the Asia Pacific (ex Japan) region. Jason also discusses where he’s finding the best opportunities, and why he chooses not to invest in China.
08.02.2024
Webcast: Is a soft landing certain?
Webcast: Is a soft landing certain?
Listen to the latest webcast from Ariel Bezalel and Harry Richards as they provide an outlook for 2024. A soft landing is fully priced, will it materialise?
31.01.2024
European equities spotlight: Carel
European equities spotlight: Carel
Jupiter’s European equities team discusses the quality growth characteristics of the Italian manufacturer Carel, one of the holdings in the team’s smaller companies strategy.
Read time- 7 min.
25.01.2024
Webcast: How can investors navigate uncertainty?
Webcast: How can investors navigate uncertainty?
How can investors navigate uncertainty? Listen to the latest Jupiter Merian Global Equity Absolute Return (GEAR) Fund webcast.
23.01.2024
Asia Pacific (ex Japan): What’s on our minds
Asia Pacific (ex Japan): What’s on our minds
In their latest note, Jason Pidcock and Sam Konrad take a closer look at the latest economic data and news coming from Australia, India and China, as well as the longer-term trends they’re seeing the Asia Pacific (ex Japan) region.
Read time- 7 min.
19.01.2024
Outlook 2024: Japan’s radical restructuring
Outlook 2024: Japan’s radical restructuring
Dan Carter looks ahead to what 2024 may bring for investors in Japan, including continuing corporate reform and potentially a new Prime Minister.
Read time- 12 min.
22.12.2023
Outlook 2024: India’s booming as voters back pro-growth Modi
Outlook 2024: India’s booming as voters back pro-growth Modi
Avinash Vazirani expects India’s economy to build on its strengths in 2024, which should bode well for investors. Will Modi secure a third term as Prime Minister?
Read time- 6 min.
18.12.2023
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