Outlook 2024:
A pivotal year?
Periods of transition often raise interesting questions, and this year investors are faced with plenty as they look ahead to what 2024 may bring. Will Western central banks finally start cutting interest rates? Will geopolitical tensions calm or further escalate? And what might a fraught US Presidential election mean for the world?
At Jupiter, we believe in the ability of our investment managers to follow their own convictions to deliver for our clients. Below, you will find expert views and analysis from some of our experts as they look ahead to the opportunities and challenges that 2024 may present.
A barbell approach to leisure sector credit
A barbell approach to leisure sector credit
Andrew Rubins, investment analyst, examines the investment opportunities available in travel and leisure sector credit after the turbulence during the Covid pandemic.
Read time - 5 min.
17.05.2024
Outlook 2024: Rampant debt and a rancorous election
Outlook 2024: Rampant debt and a rancorous election
The Jupiter Merlin team discuss their 2024 outlook, when central banks may battle with markets over policy. Meanwhile, an extraordinary US election approaches.
Read time - 6 min.
02.01.2024
Outlook 2024: Japan’s radical restructuring
Outlook 2024: Japan’s radical restructuring
Dan Carter looks ahead to what 2024 may bring for investors in Japan, including continuing corporate reform and potentially a new Prime Minister.
Read time - 12 min.
22.12.2023
Outlook 2024: Are bond markets heading for a maturity wall?
Outlook 2024: Are bond markets heading for a maturity wall?
Hilary Blandy looks ahead to 2024, asking what makes the UK different on inflation and whether high yield bonds might crash into a ‘maturity wall’.
Read time - 6 min.
19.12.2023
Outlook 2024: India’s booming as voters back pro-growth Modi
Outlook 2024: India’s booming as voters back pro-growth Modi
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?
Read time - 6 min.
18.12.2023
Emerging Markets Outlook – set to shine
Emerging Markets Outlook – set to shine
Nick Payne examines how global emerging markets have performed in 2023 and looks at the opportunities ahead in the new year.
Read time - 5 min.
08.12.2023
Outlook 2024: Why quality matters in European equities
Outlook 2024: Why quality matters in European equities
Mark Nichols and Mark Heslop discuss investing in quality growth companies in Europe and how these companies are better able to manage macroeconomic challenges.
Read time - 6 min.
08.12.2023
Outlook 2024: investing sustainably for the decades ahead
Outlook 2024: investing sustainably for the decades ahead
The Jupiter Global Sustainable Equities investment team reflect on the catalysts driving companies toward a more sustainable world.
Read time - 6 min.
07.12.2023
Outlook 2024: For Cocos, finding roses amongst thorns
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.
Read time - 5 min.
07.12.2023
Outlook 2024: Better news for bonds but stay cautious
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.
Read time - 4 min.
07.12.2023
Outlook 2024: Three ideas for fixed income investors
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.
Read time - 6 min.
04.12.2023
Outlook 2024: Staying active and engaged in equities
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.
Read time - 3 min.
30.11.2023
Outlook 2024: ‘It’s the geopolitics, stupid’
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.
Read time - 6 min.
29.11.2023
Outlook 2024: Three tips for investors looking to navigate uncertainty
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.
Read time - 6 min.
29.11.2023
Outlook 2024: Financials – Opportunities throughout the cycle
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.
Read time - 6 min.
27.11.2023
Outlook 2024: Asia Pacific – A two-way pull for stock markets?
Outlook 2024: Asia Pacific – A two-way pull for stock markets?
What can we expect from Asia Pacific (ex Japan) equity markets in 2024? Jason Pidcock and Sam Konrad give their views and discuss where they’re finding opportunities.
Read time - 6 min.
23.11.2023
Outlook 2024: Is the global economy on borrowed time?
Outlook 2024: Is the global economy on borrowed time?
Signs of fragility are emerging in the global economy, particularly developed countries, which could prompt central banks to be less hawkish, say Ariel Bezalel and Harry Richards.
Read time - 6 min.
22.11.2023
Outlook 2024: Scaling a wall in high yield credit
Outlook 2024: Scaling a wall in high yield credit
Adam Darling discusses the yields on offer in high yield credit, why some companies may struggle with debt funding costs and the implications of an upcoming maturity ``wall.’’
Read time - 7 min.
21.11.2023
Gold Outlook: A Looming Paradigm Shift in Monetary Risk-Free Assets
Gold Outlook: A Looming Paradigm Shift in Monetary Risk-Free Assets
Ned Naylor-Leyland explains how amidst a global shift away from fiat currencies, gold is poised to re-emerge as the ultimate risk-free asset, signaling a paradigm shift in monetary risk perception.
Read time - 7 min.
21.11.2023
Alternatives
Outlook 2024: Better news for bonds but stay cautious
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.
Read time - 4 min.
07.12.2023
Outlook 2024: Three tips for investors looking to navigate uncertainty
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.
Read time - 6 min.
29.11.2023
Gold Outlook: A Looming Paradigm Shift in Monetary Risk-Free Assets
Gold Outlook: A Looming Paradigm Shift in Monetary Risk-Free Assets
Ned Naylor-Leyland explains how amidst a global shift away from fiat currencies, gold is poised to re-emerge as the ultimate risk-free asset, signaling a paradigm shift in monetary risk perception.
Read time - 7 min.
21.11.2023
Equities
Outlook 2024: Rampant debt and a rancorous election
Outlook 2024: Rampant debt and a rancorous election
The Jupiter Merlin team discuss their 2024 outlook, when central banks may battle with markets over policy. Meanwhile, an extraordinary US election approaches.
Read time - 6 min.
02.01.2024
Outlook 2024: Are bond markets heading for a maturity wall?
Outlook 2024: Are bond markets heading for a maturity wall?
Hilary Blandy looks ahead to 2024, asking what makes the UK different on inflation and whether high yield bonds might crash into a ‘maturity wall’.
Read time - 6 min.
19.12.2023
Outlook 2024: India’s booming as voters back pro-growth Modi
Outlook 2024: India’s booming as voters back pro-growth Modi
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?
Read time - 6 min.
18.12.2023
Emerging Markets Outlook – set to shine
Emerging Markets Outlook – set to shine
Nick Payne examines how global emerging markets have performed in 2023 and looks at the opportunities ahead in the new year.
Read time - 5 min.
08.12.2023
Outlook 2024: Why quality matters in European equities
Outlook 2024: Why quality matters in European equities
Mark Nichols and Mark Heslop discuss investing in quality growth companies in Europe and how these companies are better able to manage macroeconomic challenges.
Read time - 6 min.
08.12.2023
Outlook 2024: investing sustainably for the decades ahead
Outlook 2024: investing sustainably for the decades ahead
The Jupiter Global Sustainable Equities investment team reflect on the catalysts driving companies toward a more sustainable world.
Read time - 6 min.
07.12.2023
Outlook 2024: Staying active and engaged in equities
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.
Read time - 3 min.
30.11.2023
Outlook 2024: Three tips for investors looking to navigate uncertainty
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.
Read time - 6 min.
29.11.2023
Outlook 2024: Financials – Opportunities throughout the cycle
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.
Read time - 6 min.
27.11.2023
Outlook 2024: Asia Pacific – A two-way pull for stock markets?
Outlook 2024: Asia Pacific – A two-way pull for stock markets?
What can we expect from Asia Pacific (ex Japan) equity markets in 2024? Jason Pidcock and Sam Konrad give their views and discuss where they’re finding opportunities.
Read time - 6 min.
23.11.2023
Fixed Income
A barbell approach to leisure sector credit
A barbell approach to leisure sector credit
Andrew Rubins, investment analyst, examines the investment opportunities available in travel and leisure sector credit after the turbulence during the Covid pandemic.
Read time - 5 min.
17.05.2024
Outlook 2024: Japan’s radical restructuring
Outlook 2024: Japan’s radical restructuring
Dan Carter looks ahead to what 2024 may bring for investors in Japan, including continuing corporate reform and potentially a new Prime Minister.
Read time - 12 min.
22.12.2023
Outlook 2024: For Cocos, finding roses amongst thorns
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.
Read time - 5 min.
07.12.2023
Outlook 2024: Better news for bonds but stay cautious
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.
Read time - 4 min.
07.12.2023
Outlook 2024: Three ideas for fixed income investors
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.
Read time - 6 min.
04.12.2023
Outlook 2024: ‘It’s the geopolitics, stupid’
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.
Read time - 6 min.
29.11.2023
Outlook 2024: Is the global economy on borrowed time?
Outlook 2024: Is the global economy on borrowed time?
Signs of fragility are emerging in the global economy, particularly developed countries, which could prompt central banks to be less hawkish, say Ariel Bezalel and Harry Richards.
Read time - 6 min.
22.11.2023
Outlook 2024: Scaling a wall in high yield credit
Outlook 2024: Scaling a wall in high yield credit
Adam Darling discusses the yields on offer in high yield credit, why some companies may struggle with debt funding costs and the implications of an upcoming maturity ``wall.’’
Read time - 7 min.
21.11.2023