Emerging Markets Outlook – set to shine
Nick Payne examines how global emerging markets have performed in 2023 and looks at the opportunities ahead in the new year.
Outlook 2024: Why quality matters in European equities
Mark Nichols and Mark Heslop discuss investing in quality growth companies in Europe and how these companies are better able to manage macroeconomic challenges.
Outlook 2024: investing sustainably for the decades ahead
The Jupiter Global Sustainable Equities investment team reflect on the catalysts driving companies toward a more sustainable world.
Filtrer par contenu
Tout réinitialiser
Topic
Asset class
Content type
Author
Emerging Markets Outlook – set to shine
Emerging Markets Outlook – set to shine
Nick Payne examines how global emerging markets have performed in 2023 and looks at the opportunities ahead in the new year.
Temps de lecture -6 min.
08.12.2023
Outlook 2024: Why quality matters in European equities
Outlook 2024: Why quality matters in European equities
Mark Nichols and Mark Heslop discuss investing in quality growth companies in Europe and how these companies are better able to manage macroeconomic challenges.
Temps de lecture -6 min.
08.12.2023
Outlook 2024: investing sustainably for the decades ahead
Outlook 2024: investing sustainably for the decades ahead
The Jupiter Global Sustainable Equities investment team reflect on the catalysts driving companies toward a more sustainable world.
Temps de lecture -6 min.
07.12.2023
Outlook 2024: EMD – Shifting the focus back to emerging markets
Outlook 2024: EMD – Shifting the focus back to emerging markets
Alejandro Arevalo and Reza Karim explain why they think 2024 could be a strong year for emerging market debt, as attention returns to the positive stories in EM.
Temps de lecture -6 min.
07.12.2023
Outlook 2024: For Cocos, finding roses amongst thorns
Outlook 2024: For Cocos, finding roses amongst thorns
Luca Evangelisti explains how CoCos came through a turbulent 2023 and why he thinks they represent an attractive opportunity for selective investors.
Temps de lecture -6 min.
07.12.2023
Outlook 2024: Better news for bonds but stay cautious
Outlook 2024: Better news for bonds but stay cautious
Mark Nash and Huw Davies say bond market stress has eased but expectations for rate cuts in 2024 are overly optimistic, and they argue for staying cautious.
Temps de lecture -6 min.
07.12.2023
Outlook 2024: Three ideas for fixed income investors
Outlook 2024: Three ideas for fixed income investors
Matt Morgan says after a difficult period in fixed income markets, the macro environment has changed, and it’s time for investors to get off the sidelines. He offers three ideas.
Temps de lecture -6 min.
04.12.2023
Outlook 2024: Staying active and engaged in equities
Outlook 2024: Staying active and engaged in equities
Kiran Nandra says higher rates and inflation have changed the economic environment but there are plenty of reasons to be upbeat about equity investing and active fund management.
Temps de lecture -6 min.
30.11.2023
Outlook 2024: Better days ahead for convertibles?
Outlook 2024: Better days ahead for convertibles?
Lee Manzi and Makeem Asif discuss the outlook for the convertible bond market heading into 2024 and why they believe the dynamics of the asset class are changing for the better.
Temps de lecture -6 min.
29.11.2023
Outlook 2024: ‘It’s the geopolitics, stupid’
Outlook 2024: ‘It’s the geopolitics, stupid’
In 2024, Vikram Aggarwal expects geopolitics to have a major influence. Fortunately, sovereign bond markets offer opportunities to hedge against such risks.
Temps de lecture -6 min.
29.11.2023
Outlook 2024: Financials – Opportunities throughout the cycle
Outlook 2024: Financials – Opportunities throughout the cycle
Guy de Blonay discusses why he thinks the macroeconomic and market backdrop could improve for financials and financial technology stocks as 2024 progresses.
Temps de lecture -6 min.
27.11.2023
Cash is king, but for how long?
Cash is king, but for how long?
Valerio Angioni analyses the merits of switching to bonds from cash as we approach the peak of the current rate hiking cycle.
Temps de lecture -7 min.
27.11.2023
En charger plus