Australia: The world’s most attractive developed market?
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Jason Pidcock and Sam Konrad explain why they think Australia offers some of the best equity income opportunities in the Asia Pacific region, and arguably, the world.
Asia Pacific equities: Enablers of the AI revolution
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Jason Pidcock and Sam Konrad discuss the AI theme in the Asia Pacific (ex Japan) region and highlight where they’re finding some of the most attractive tech opportunities.
India: All eyes on Modi’s prospects amid growth optimism
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Avinash Vazirani and Colin Croft say investors will focus on the outcome of the upcoming national election and what that could mean for government policies amid growth optimism.
European Commercial Real Estate: A mixed bag after recent rally
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Luca Evangelisti, Head of Credit Research, Paridhi Garg, Credit Analyst, and Leon Wei, Credit Analyst, explain the reasons behind the commercial real estate crisis in Europe and examine its impact across fixed income and European financial markets.
Kann Saudi-Arabien Dubais Erfolgsgeschichte wiederholen?
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Reza Karim discusses the key macro takeaways from his recent trip to the Middle East, where he met with dozens of companies across Saudi Arabia, Oman and the UAE.
European equities spotlight: Carel
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Jupiter’s European equities team discusses the quality growth characteristics of the Italian manufacturer Carel, one of the holdings in the team’s smaller companies strategy.
Outlook 2024: Japan’s radical restructuring
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Dan Carter looks ahead to what 2024 may bring for investors in Japan, including continuing corporate reform and potentially a new Prime Minister.
Outlook 2024: India’s booming as voters back pro-growth Modi
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Avinash Vazirani expects India’s economy to build on its strengths in 2024, which should bode well for investors. Will Modi secure a third term as Prime Minister?
Emerging Markets Outlook – set to shine
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Nick Payne examines how global emerging markets have performed in 2023 and looks at the opportunities ahead in the new year.
Outlook 2024: Why quality matters in European equities
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Mark Nichols and Mark Heslop discuss investing in quality growth companies in Europe and how these companies are better able to manage macroeconomic challenges.