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.
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.