Active Minds – A positive outlook for risk assets in 2021?
Talib Sheikh asks whether 2021 could be positive for risk assets. Meanwhile, Ned Naylor-Leyland warns that a siren song might lure unwary investors onto the rocks.
Brinton Johns: Picking up speed in the shift to digital
Brinton Johns of NZS Capital considers how Covid has accelerated the shift to a digital economy and which companies will benefit from the changes.
New horizons for ecological investing
Jon Wallace looks at the next wave of innovation in sustainable and ecological investing coming in 2021, epitomised by the transition to a more circular economy.
Financial inclusion will help shape the next decade
Financial inclusion is about ensuring that people have access to basic financial services. It is a key enabler for some of the United Nations’ seventeen Sustainable Development Goals (SDNs) such as the eradication of poverty, the closing of the gender gap and the reduction of inequalities.
Great companies can navigate economic ups and downs
At a time of economic uncertainty, sticking with industry-leading companies matters.
Double disruption!
‘Disruption’ was a hot topic long before most of us had even heard the word ‘coronavirus.’ From geopolitical dislocations, to the discourse about the relationship between business, society, and the environment, to the dramatic challenges to old business models from newer, technology-enabled players, the world was already rapidly changing. Then came the most serious global public health emergency in living memory. Here is how four of our fund managers approach this ‘double disruption’.
A country divided
Abbie Llewellyn-Waters, fund manager, global sustainable equities at Jupiter, reflects on the meaning of the Democrat victory and the implications for investors.
Searching the Four Corners for Fixed Income Opportunities
Ariel Bezalel, Head of Strategy, Fixed Income, explains the appeal of a global flexible bond strategy, sharing his views on the macro environment and the corporate credit and government bond markets.
US election – rapid reaction from Jupiter fund managers
After one of the most dramatic and anticipated electoral events in modern history, the American people have voted, and the race for the White House is close.
The European Growth team – Your Questions, Their Answers
We put your questions to Mark Nichols and Mark Heslop from our European Growth team.