Outlook 2023: It will pay to be open-minded and adaptable
Jupiter’s Independent Funds Team look ahead to 2023, which will likely see recession but potentially also falling inflation.
Outlook 2023: Time to think like a central banker about gold
After a volatile year for markets and an increasing lack of trust in both sovereigns and institutions, Ned Naylor-Leyland explains why it’s time to think differently about Gold.
Outlook 2023: Asia Pacific – Home to a wealth of world-class businesses
What can we expect from Asia Pacific (ex Japan) markets in 2023? Jason Pidcock and Sam Konrad give their views and discuss the key attributes they look for in companies.
Outlook 2023: Why 2023 could be a good year for emerging market debt
Following a particularly difficult year for fixed income, Alejandro Arevalo and Reza Karim explain why there are reasons to be positive about the outlook for EMD.
Outlook 2023: Heading towards a soft landing?
After a turbulent year for fixed income markets following a series of rate increases, Mark Nash, Huw Davies and James Novotny say pockets of opportunities have emerged in the asset class as growth and inflation begin to slow.
Outlook 2023: Japan’s uneasy equilibrium
Dan Carter sees the reasons for optimism and caution as existing in an uneasy equilibrium, but on balance he is hopeful for attractive returns from Japan in 2023.
Autumn Statement reaction: the UK ‘faces into the storm’
Richard Buxton assesses the Autumn Statement, in which Jeremy Hunt fought to please markets, the public and his party as the UK faces recession.
Shariah investing: Going beyond exclusions
Salman Siddiqui explains why he thinks Shariah-compliant investing should go beyond a screening process, to incorporate broader ESG considerations too.
Asian income: Successfully navigating turbulent markets
Against a particularly challenging macro backdrop, Jason Pidcock and Sam Konrad reflect on some of the investment decisions they’ve made this year.
What’s the opportunity for China?
Despite a particularly difficult year for Chinese equities, Vincent Che explains why he’s positive about the outlook for China, though stock selection is key.