Outlook 2023: Bonds are back
Ariel Bezalel and Harry Richards assess the prospects for fixed income as inflation fades and growth concerns emerge.
Outlook 2023: Heading towards a soft landing?
After a turbulent year for fixed income markets following a series of rate increases, Mark Nash, Huw Davies and James Novotny say many factors are turning favourable for the asset class as growth and inflation begin to slow.
Outlook 2023: European banks deserve some credit
Luca Evangelisti says that European banks are much better prepared to navigate a slowing economy, and this adds to the “through the cycle” risk-adjusted appeal of CoCos.
Outlook 2023: Is the time ripe for emerging markets?
Nick Payne explains why he believes emerging markets are poised for a recovery after a challenging year.
Outlook 2023: Hard yards ahead for UK economy
After a volatile year for UK investors, Richard Buxton examines the headwinds facing the UK economy and explains why there are reasons to be optimistic despite the challenges ahead.
Outlook 2023: It will pay to be open-minded and adaptable
Jupiter’s Independent Funds Team look ahead to 2023, which will likely see recession but potentially also falling inflation.
Outlook 2023: Asia Pacific – Home to a wealth of world-class businesses
What can we expect from Asia Pacific (ex Japan) markets in 2023? Jason Pidcock and Sam Konrad give their views and discuss the key attributes they look for in companies.
Outlook 2023: Why 2023 could be a good year for emerging market debt
Following a particularly difficult year for fixed income, Alejandro Arevalo and Reza Karim explain why there are reasons to be positive about the outlook for EMD.
Outlook 2023: Japan’s uneasy equilibrium
Dan Carter sees the reasons for optimism and caution as existing in an uneasy equilibrium, but on balance he is hopeful for attractive returns from Japan in 2023.
Autumn Statement reaction: the UK ‘faces into the storm’
Richard Buxton assesses the Autumn Statement, in which Jeremy Hunt fought to please markets, the public and his party as the UK faces recession.