Outlook 2024: investing sustainably for the decades ahead
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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
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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
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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
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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
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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.
Outlook 2024: Staying active and engaged in equities
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Kiran Nandra says higher rates and inflation have changed the economic environment but there are plenty of reasons to be upbeat about equity investing and active fund management.
Outlook 2024: ‘It’s the geopolitics, stupid’
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In 2024, Vikram Aggarwal expects geopolitics to have a major influence. Fortunately, sovereign bond markets offer opportunities to hedge against such risks.
Outlook 2024: Three tips for investors looking to navigate uncertainty
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Amadeo Alentorn (Investment Manager, Systematic Equities) suggests that common sense principles such as diversification should be prized over overconfidence in forecasting.
Outlook 2024: Financials – Opportunities throughout the cycle
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Guy de Blonay discusses why he thinks the macroeconomic and market backdrop could improve for financials and financial technology stocks as 2024 progresses.
Cash is king, but for how long?
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Valerio Angioni analyses the merits of switching to bonds from cash as we approach the peak of the current rate hiking cycle.