Emerging Markets

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.

Slight recovery in investor confidence

Partner Insight: Japanese corporate profits have risen to record levels in recent years. Jupiter's Dan Carter, Fund Manager, examines how Japanese companies are reacting to the situation, and what the implications are for Japanese equity investors.

Less bullish view on markets

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....

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...

Followed by property, North American equities and emerging markets equities funds

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.