Tightening into a slowdown: central banks risk policy mistake
Higher inflation is putting pressure on central banks to raise interest rates earlier than expected say Ariel Bezalel, Head of Strategy, Fixed Income and Harry Richards, Fund Manager, Fixed Income.
A post-pandemic world would mark a new era
There will be no return to normal, say the team at NZS Capital. Instead they see a continuation of the digitisation trend in which the winners exhibit “non-zero-sumness”.
Emerging markets in 2022: headwinds to become tailwinds
Nick Payne, Head of Strategy, global emerging markets focus, explains why 2022 could be a strong year for emerging countries after their vaccination programmes catch up.
Have we reached peak bearishness on Emerging Market Debt?
Alejandro Arevalo and Jupiter’s Emerging Markets Debt team argue that the asset class may offer plenty of opportunities in 2022 as its valuations are relatively very cheap.
European outlook: four megathemes
Mark Heslop and Mark Nichols, Fund Managers, European Growth, look beyond 2022, considering some of the longer-term trends that are likely to impact investment performance.
Financials fighting to find opportunities in the next digital revolution
Banks are fighting back against fintech companies by embracing innovation, poaching top tech talent, and changing their ways of working says Guy de Blonay, Head of Global Financials and Innovation.
Our hopes for people, planet and profit
Abbie Llewellyn-Waters, Freddie Woolfe, and Jenna Zegleman of Jupiter’s Global Sustainable Equity strategy, set out the progress they would like to see in 2022 and in years ahead on climate change, inequality and biodiversity.
Gold, shrinkflation and real money
Ned Naylor-Leyland discusses shrinkflation and how gold has value as real money and as a hedge against the loss of purchasing power.
Three key themes for Japan in 2022
Dan Carter and Mitesh Patel assess the outlook for Japan in 2022, from a drive for a “new capitalism” to the emerging potential of low carbon technologies.
Central banks to back-pedal in 2022?
The Jupiter Merlin team look ahead to 2022, which promises to be a year in which central banks reverse course on policy and Covid stubbornly refuses to disappear.