European equities spotlight: Carel
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Jupiter’s European equities team discusses the quality growth characteristics of the Italian manufacturer Carel, one of the holdings in the team’s smaller companies strategy.
Asia Pacific (ex Japan): What’s on our minds
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In their latest note, Jason Pidcock and Sam Konrad take a closer look at the latest economic data and news coming from Australia, India and China, as well as the longer-term trends they’re seeing the Asia Pacific (ex Japan) region.
Outlook 2024: Japan’s radical restructuring
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Dan Carter looks ahead to what 2024 may bring for investors in Japan, including continuing corporate reform and potentially a new Prime Minister.
Outlook 2024: India’s booming as voters back pro-growth Modi
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Avinash Vazirani expects India’s economy to build on its strengths in 2024, which should bode well for investors. Will Modi secure a third term as Prime Minister?
Emerging Markets Outlook – set to shine
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Nick Payne examines how global emerging markets have performed in 2023 and looks at the opportunities ahead in the new year.
Outlook 2024: Why quality matters in European equities
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Mark Nichols and Mark Heslop discuss investing in quality growth companies in Europe and how these companies are better able to manage macroeconomic challenges.
Outlook 2024: investing sustainably for the decades ahead
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The Jupiter Global Sustainable Equities investment team reflect on the catalysts driving companies toward a more sustainable world.
Outlook 2024: EMD – Shifting the focus back to emerging markets
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Alejandro Arevalo and Reza Karim explain why they think 2024 could be a strong year for emerging market debt, as attention returns to the positive stories in EM.
Outlook 2024: For Cocos, finding roses amongst thorns
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Luca Evangelisti explains how CoCos came through a turbulent 2023 and why he thinks they represent an attractive opportunity for selective investors.
Outlook 2024: Better news for bonds but stay cautious
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Mark Nash and Huw Davies say bond market stress has eased but expectations for rate cuts in 2024 are overly optimistic, and they argue for staying cautious.