Outlook 2024:
A pivotal year?
Periods of transition often raise interesting questions, and this year investors are faced with plenty as they look ahead to what 2024 may bring. Will Western central banks finally start cutting interest rates? Will geopolitical tensions calm or further escalate? And what might a fraught US Presidential election mean for the world?
At Jupiter, we believe in the ability of our investment managers to follow their own convictions to deliver for our clients. Below, you will find expert views and analysis from some of our experts as they look ahead to the opportunities and challenges that 2024 may present.
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.
Read time - 6 min.
03.01.2024
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 President?
Read time - 6 min.
03.01.2024
Outlook 2024: Rampant debt and a rancorous election
Outlook 2024: Rampant debt and a rancorous election
The Jupiter Merlin team discuss their 2024 outlook, when central banks may battle with markets over policy. Meanwhile, an extraordinary US election approaches.
Read time - 6 min.
02.01.2024
Assessing the outlook for bond markets in 2024
Assessing the outlook for bond markets in 2024
Hilary Blandy looks ahead to 2024, asking what makes the UK different on inflation and whether parts of the bond market might crash into a ‘maturity wall’.
Read time - 6 min.
20.12.2023
Alternatives
No related insights.
Equities
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.
Read time - 6 min.
03.01.2024
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 President?
Read time - 6 min.
03.01.2024
Outlook 2024: Rampant debt and a rancorous election
Outlook 2024: Rampant debt and a rancorous election
The Jupiter Merlin team discuss their 2024 outlook, when central banks may battle with markets over policy. Meanwhile, an extraordinary US election approaches.
Read time - 6 min.
02.01.2024
Assessing the outlook for bond markets in 2024
Assessing the outlook for bond markets in 2024
Hilary Blandy looks ahead to 2024, asking what makes the UK different on inflation and whether parts of the bond market might crash into a ‘maturity wall’.
Read time - 6 min.
20.12.2023
Fixed Income
No related insights.