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Throughout the markets in which we operate, the Jupiter name has become synonymous with active fund management. As “the house with no house view,” we are committed to providing our fund managers with the freedom and resources they need to excel on behalf of our clients. 2021 was a year of innumerable new issues and challenges for investors globally, from major developments in environmental, social and governance considerations, to seismic shifts in the macro environment and in investor risk appetite, as impacts from the pandemic continued to be widely felt. Against this backdrop, we are pleased to present once more our annual compilation of investment outlooks, featuring the latest thinking of many of our leading fund managers, covering a broad range of asset classes and specialisms.
A post-pandemic world would mark a new era
A world of opportunity in UK equities
Asia Pacific for income & growth – but be selective
Central banks to back-peddle in 2022?
CoCos remain an oasis in the yield desert
Coming to terms with a two-speed global economy
Emerging markets in 2022: headwinds to become tailwinds
European outlook: four megathemes
Financials fighting to find opportunities in the next digital revolution
Flexibility will be key in 2022
Gold, shrinkflation and real money
Have we reached peak bearishness on Emerging Market Debt?
Our hopes for people, planet and profit
Three key themes for Japan in 2022
Tightening into a slowdown: central banks risk policy mistake
US may set the tone for 2022, but solutions set the pace
Why 2022 could be a good year for Chinese equities
The urgency to tackle climate change and a renewed appreciation of the world’s economic and social imbalances increasingly occupy investors’ minds. As an established innovator in sustainable investment, we know well the importance these issues have for many clients and the investment opportunities and risks they create. With sustainable investing more in the spotlight than ever before, we are pleased to showcase here a series of insights from some of our thought leaders in this field.