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.
A great time to allocate to EMD – but differentiation remains crucial
With many investors looking to increase their emerging market debt exposure in 2021, Alejandro Arevalo explains why differentiation is vital when investing in such a diverse asset class.
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.
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.
Q&A with Alejandro Arevalo
In this Q&A, Alejandro Arevalo, Fund Manager, Emerging Market Debt, corrects some of the common misconceptions about investing in emerging market debt, and discusses where he is currently finding the best opportunities.