Emerging market debt: Will focus return to EM fundamentals?
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
Here’s a look at what some of our fund managers think about whether the US dollar’s hegemony could be challenged anytime soon.
UK general election: our experts react
We asked some of our experts for their immediate reaction to the UK general election, to give an investment perspective on what the future may hold for the market.
Why healthcare and telecoms stand out in US high yield credit
Chris Lau and David Rowe discuss the US high yield credit market and why they see opportunities in some healthcare and telecoms bonds.
Emerging market debt: Correcting six common misconceptions
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?
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
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.
The importance of diversification
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.
US Exceptionalism and EM Opportunities in Sovereign Bonds
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
Mark Nichols and Mark Heslop discuss high-quality, cash-generative, growth companies in Europe and why these stocks offer diversification potential for global investors.