Outlook 2024: ‘It’s the geopolitics, stupid’
In 2024, Vikram Aggarwal expects geopolitics to have a major influence. Fortunately, sovereign bond markets offer opportunities to hedge against such risks.
Outlook 2024: Staying active and engaged in equities
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: Financials – Opportunities throughout the cycle
Guy de Blonay discusses why he thinks the macroeconomic and market backdrop could improve for financials and financial technology stocks as 2024 progresses.
Outlook 2024: Three ideas for fixed income investors
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: Asia Pacific – A two-way pull for stock markets?
What can we expect from Asia Pacific (ex Japan) equity markets in 2024? Jason Pidcock and Sam Konrad give their views and discuss where they’re finding opportunities.
Outlook 2024: Is the global economy on borrowed time?
Signs of fragility are emerging in the global economy, particularly developed countries, which could prompt central banks to be less hawkish, say Ariel Bezalel and Harry Richards.
Gold Outlook: A Looming Paradigm Shift in Monetary Risk-Free Assets
Ned Naylor-Leyland explains how amidst a global shift away from fiat currencies, gold is poised to re-emerge as the ultimate risk-free asset, signaling a paradigm shift in monetary risk perception.
Macro view: hard landing ahead?
Ariel Bezalel and Harry Richards, investment managers of the Jupiter Strategic Bond strategy, outline their macro thesis and current view of markets.
Japanese Equities: Is a Growth vs Value shift coming?
Dan Carter and Mitesh Patel describe the ‘growth vs value’ situation in Japanese equities, and ask whether a shift in momentum is around the corner.
CoCos: Hanging tough
Luca Evangelisti shares his views on the fallout from the collapse of the 3 US Regional Banks and Credit Suisse and identifies the opportunities he sees within the asset class.