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.
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?
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.
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: 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.
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.
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.