Demographics: Japan’s ‘mother theme’
Dan Carter and Mitesh Patel address the ‘mother theme’ of Japanese investing: demographics. Japan’s society continues to age, but what are the implications?
Jupiter Merlin Weekly: Covid’s moral hazard and the democratic deficit
The Jupiter Merlin team discuss the trend towards authoritarian Covid restrictions in Western democracies. Is this the start of a slippery slope?
Jupiter Merlin Weekly: Geopolitics matter!
The Jupiter Merlin team discuss the delicate geopolitical backdrop, as the machinations of President Putin present a troubling dilemma for the West.
Asia Pacific for income & growth – but be selective
Asia Pacific continues to provide plenty of attractive growth and income opportunities. But an active approach is key, says Jason Pidcock, Head of Strategy, Asian Income.
Why 2022 could be a good year for Chinese equities
2021 was a difficult year for Chinese equities, but Vincent Che, Fund Manager, Ping An Asset Management, and Oliver Lee, Investment Director, explain why the backdrop is improving.
Tightening into a slowdown: central banks risk policy mistake
Higher inflation is putting pressure on central banks to raise interest rates earlier than expected say Ariel Bezalel, Head of Strategy, Fixed Income and Harry Richards, Fund Manager, Fixed Income.
US may set the tone for 2022, but solutions set the pace
Rhys Petheram, Head of Environmental solutions and Jon Wallace, Fund Manager, Environmental Solutions explain why the outlook for environmental investing is dependent on the US, and uncover six key themes set to define 2022.
A post-pandemic world would mark a new era
There will be no return to normal, say the team at NZS Capital. Instead they see a continuation of the digitisation trend in which the winners exhibit “non-zero-sumness”.
Emerging markets in 2022: headwinds to become tailwinds
Nick Payne, Head of Strategy, global emerging markets focus, explains why 2022 could be a strong year for emerging countries after their vaccination programmes catch up.
European outlook: four megathemes
Mark Heslop and Mark Nichols, Fund Managers, European Growth, look beyond 2022, considering some of the longer-term trends that are likely to impact investment performance.