The Hitachi blueprint: corporate restructuring in Japan
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Dan Carter and Mitesh Patel examine some corporate restructuring stories in Japan, where much progress has already been made but the market is hungry for more.
Higher rates begin to bite
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Ariel Bezalel and Harry Richards discuss how the US economy is finally feeling the impact of higher rates and where they see value across the fixed income spectrum.
Emerging market debt: Will focus return to EM fundamentals?
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Investment managers Alejandro Arevalo and Reza Karim discuss their outlook on emerging market debt for the rest of 2024 and into 2025.
The dollar and its rivals
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Here’s a look at what some of our fund managers think about whether the US dollar’s hegemony could be challenged anytime soon.
The importance of diversification
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Jason Pidcock and Sam Konrad explain why they think their Asian Equity Income strategy is well positioned for a range of scenarios, given its diversified exposure.
Emerging market debt: Correcting six common misconceptions
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Investment managers Alejandro Arevalo and Reza Karim discuss – and correct – some of the most common misunderstandings about the emerging market debt asset class.
No free lunch: is a science of the stock market possible?
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Complex systems and econophysics are intriguing and expanding fields of research that in time may lead to new signals to be incorporated in our investment model, say Amadeo Alentorn, Lead Investment Manager, and Matus Mrazik, Investment Manager, overseeing the academic research programme, Jupiter Merian Global Equity Absolute Return strategy.
Modi’s re-election augurs well for reforms
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Avinash Vazirani and Colin Croft say India offers a compelling choice for long-term investments as Modi stays as the prime minister for another five-year term.
US Exceptionalism and EM Opportunities in Sovereign Bonds
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Vikram Aggarwal discusses the recent IMF Spring conference, US economic exceptionalism, progress among distressed EM sovereigns and what it means for investors.
The European equities equation: quality, growth, diversification
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Mark Nichols and Mark Heslop discuss high-quality, cash-generative, growth companies in Europe and why these stocks offer diversification potential for global investors.