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.
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.
Coming to terms with a two-speed global economy
Mark Nash and Jupiter’s Fixed Income Alternatives team say the divergence in growth between the US and the rest of the world may stymie attempts to tame inflation.
A world of opportunity in UK equities
Richard Buxton, Dan Nickols and Richard Watts discuss what may lie ahead for the economy and UK large cap, mid cap and smaller company stocks.
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.
Notes from the Investment Floor: Keep calm and avoid the frothiness
Brian McCormick explains those sitting on the sidelines can take comfort from history, and Luca Evangelisti discusses the outlook for financial bonds.