Outlook 2024: For Cocos, finding roses amongst thorns
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
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.
Global sustainable equities: equal footing
The Jupiter Global Sustainable Equities team discusses the benefits of investing in companies which are better enabling equality in the workplace..
Outlook 2024: Three ideas for fixed income investors
Matt Morgan says after a difficult period in fixed income markets, the macro environment has changed, and it’s time for investors to get off the sidelines. He offers three ideas.
Merlin Weekly Macro: Mind the (productivity) gap
The Jupiter Merlin team discuss a recent report on the UK’s productivity. Does the UK public sector have a productivity problem, and what can be done about it?
Outlook 2024: Staying active and engaged in equities
Kiran Nandra says higher rates and inflation have changed the economic environment but there are plenty of reasons to be upbeat about equity investing and active fund management.
Outlook 2024: ‘It’s the geopolitics, stupid’
In 2024, Vikram Aggarwal expects geopolitics to have a major influence. Fortunately, sovereign bond markets offer opportunities to hedge against such risks.
Outlook 2024: Three tips for investors looking to navigate uncertainty
Amadeo Alentorn (Investment Manager, Systematic Equities) suggests that common sense principles such as diversification should be prized over overconfidence in forecasting.
Outlook 2024: Financials – Opportunities throughout the cycle
Guy de Blonay discusses why he thinks the macroeconomic and market backdrop could improve for financials and financial technology stocks as 2024 progresses.
Merlin Weekly Macro: Hunt’s electioneering Autumn Statement
The Jupiter Merlin team discuss the Autumn Statement, which helps position the Tories for the next election. But are Sunak and Hunt ducking the big issues?