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.

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.

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.

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: For Cocos, finding roses amongst thorns

Roses

Luca Evangelisti explains how CoCos came through a turbulent 2023 and why he thinks they represent an attractive opportunity for selective investors.

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.

Outlook 2024: Scaling a wall in high yield credit

Rock climber

Adam Darling discusses the yields on offer in high yield credit, why some companies may struggle with debt funding costs and the implications of an upcoming  maturity “wall.’’

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.

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?

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.