Emerging economies

Active and distinctive strategies that capture emerging opportunities within developing markets.

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Strategies

Emerging Market Debt	Expand the opportunity set. Fundamental credit research and active macro positioning come together in pursuit of higher yields than developed markets with attractive risk-adjusted return potential. Learn more about emerging market debt strategies
Global Emerging Markets	Sharpen the focus. Conviction stems from deep knowledge of the rare, high-quality and advantaged businesses that can compound significant value over time while pursuing sustainable business practices.

Insights

Emerging Market Debt: Looking through the noise

Preparing for the unexpected and making sense of EM debt markets.

China volatility can continue, but don’t ignore the rest of EM right now

Alejandro Arevalo, Head of Emerging Market Debt, gives his views on what the Evergrande crisis means for the rest of China, Asia, and emerging market debt more broadly.

Resilience first in the post-Covid world

Nick Payne discusses how emerging markets companies are actively addressing supply chain fragility in the wake of the pandemic.

Supercompounders: Defining the new core in EM equities

Truly exceptional, hiqh-quality businesses are rare, especially in emerging markets. Jupiter’s focused EM equity team discusses the rare combination of traits that distinguish those with super-compounding potential.

A reality check of China’s embattled real estate sector: Trip notes

Xuchen Zhang, Credit Analyst, Emerging Market Debt, sheds light on China’s beleaguered property sector after a recent visit. In view of the on-the-ground realities, Alejandro Arevalo, Head of Emerging Market Debt, and Xuchen consider prospective opportunities and potential challenges in the market.