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: 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.
Outlook 2024: Scaling a wall in high yield credit
Adam Darling discusses the yields on offer in high yield credit, why some companies may struggle with debt funding costs and the implications of an upcoming  maturity “wall.’’
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.
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.
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.
Global industry flows: a new enhancement to our systematic investment process
Yuangao Liu and Amadeo Alentorn describe a new enhancement the Jupiter systematic team has developed and introduced into its investment process.
Building resilient portfolios in European small caps
Phil Macartney discusses finding high-quality, well-capitalised growth businesses among European smaller companies.
Emerging market debt: on the road in Indonesia
Xuchen Zhang discusses his key takeaways from a recent research trip to Indonesia to assess the opportunities for emerging market debt investors.