Industry Voice: Sponsored by Eaton Vance
In 2018, emerging markets experienced a risk-off period, taking a hit from a combination of rising US interest rates, dollar appreciation and major political tensions pitting the US against China, Russia and Turkey.
'An entirely different beast': How have emerging markets, Asia and Japanese equities evolved over the past decade?
Talking Strategies: In the video below, Jupiter's fund managers discuss how changing tides over the past two decades have resulted in emerging markets, including EMD, and Asia and Japanese equities to become a core part of many wealth manager portfolios....
Investors seeing value in corporate and government bonds
Talking Strategies: The number of companies in Asia with higher payout ratios have grown since the mid-1990s, but some investors remain wary of searching for income in Asia and Japan. In this video, Jupiter's Jason Pidcock and Dan Carter explain why this...
After many years, Indian corporate earnings seem to be accelerating, with around 20% growth expected over the next couple of years.
Two global products join line-up
Talking Strategies: In the below video, Jupiter fund managers discuss how they avoid political noise and macro sentiment swings when investing in emerging markets, emerging market debt, Asia and Japan.
Expected to launch on 20 March
Capital allocated 'with caution'
Elections and oil prices among top talking points
Industry Voice: Krishan Selva, Client Portfolio Manager at Columbia Threadneedle Investments, says the main risk for emerging markets is in relation to the global trade war. However, negotiations will continue and the recent market correction provides...
Finished substantially ahead for 2018
Top foreign sectors to look out for over the year
Trade war shows 'no signs of abating'
Fell into bear market territory in 2018
Positions EMs outlook for next 12 months
In 2018, the world economy entered unfamiliar territory.
Partner Insight: Gavin Launder, Lead Fund Manager of the Legal & General Growth Trust, on the four characteristics of a growth stock and how he identifies a mispriced equity
Partner Insight: Fidelity Global Special Situations fund manager Jeremy Podger explains how his three-category asset allocation process is used to generate complementary sources of alpha potential while simultaneously providing a balanced overall style...
Industry Voice: Tapping into the forgotten EM opportunities
Industry Voice: Chris Taylor discusses the outlook for Japan, explaining why corporates are producing record aggregate profits and profits growth.
Industry Voice: How should bond investors approach markets such as Turkey and Argentina?