Industry Voice
Emerging-markets debt: A new hope
Industry Voice: Sponsored by Eaton Vance
Premature recession fears
Industry Voice: Sponsored by RLAM
How stable is Asia's double-digit dividend growth?
Partner Insight: Asia dividend growth has almost doubled in five years, offering uncorrelated sources of income when compared to Western figures. Yet many investors remain wary of the sector. Matthews Asia Portfolio Manager Yu Zhang provides his view...
Conscious decoupling: GDP and environmental sustainability
Industry Voice: One of the most serious problems with GDP is that it fails to measure the impact of economic growth on the planet's finite environmental resources. As economist Kenneth Boulding once put it: "Anyone who believes that exponential growth...
Investing amid disruption
Industry Voice sponsored by T. Rowe Price: Disruption in its various forms—technological, political, economic, and monetary—is likely to drive global financial markets in the coming year.
Global Equities: Is the US overpriced?
Industry Voice sponsored by T. Rowe Price: Disparities in valuations mean that investors need to be selective about what they own. With US equity valuations sitting at relatively high levels when compared with Europe, Japan and EM, what are the implications...
Jupiter's Dan Carter: "There has been a dramatic shift in Japanese stock profitability"
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.
PIMCO's Economic Outlook - Five Key Takeaways
Industry Voice: Sponsored by PIMCO
Not on the highstreet?
Industry Voice: The UK is leading the way when it comes to the shift to shopping and consuming online. Leigh Himsworth takes a more detailed look at how this is reshaping the landscape and highlights some of the winners and losers.
2019 outlook: Fertile ground for active investors
Industry Voice: Ewan McAlpine, Fixed Income Product Specialist for Royal London Asset Management gives his insights into the year ahead
Uncovering the growth versus income debate in Asia and Japan
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...
Plastic (not so) fantastic
Industry Voice: The ultra-long lifespan of plastics is proving an ecological challenge. As consumers become alarmed at the environmental contamination caused by synthetic organic polymers, we look at the alternatives and the role of investors in pushing...
A troubled marriage to tech
Industry Voice: For over 25 years now, investors have been faced with the ups-and-downs of the technology sector. 2018 was no exception and investors are now asking if this is the end of the tech trade. However semiconductors have become such an integral...
The rise of EMD: Still a niche asset class?
Partner Insight: Emerging Market Debt assets have grown to a staggering $22trn as the universe has continued to mature and investors seek new sources of return outside of developed markets according to Jupiter's Alejandro Arevalo
Turbulence ahead? Volatility in 2019
Industry Voice sponsored by T. Rowe Price: Against a backdrop of slowing economic momentum, tighter liquidity, monetary policy divergence and political tensions, volatile market conditions are likely to persist in 2019.
Is cheap good enough to buy?
Or why I don’t see any reason not to like Japanese stocks
Eaton Vance 2019 Income Outlook
Industry Voice: Cash was king in 2018, but likely won't be in 2019
How rising financial inclusion became one of the biggest investment opportunities in emerging markets
Partner Insight: The rising penetration of financial products and services will forge dramatic change in developing regions of the world, driven by technological innovation and strong demographic characteristics. Jupiter's Ross Teverson analyses the best...
Is the US near peak dollar?
Industry Voice Sponsored by T.Rowe Price: With market volatility likely to persist and the US dollar potentially near a peak, prudent investors may want to position their portfolios to take advantage of assets that have historically performed well late...
Global equities: identifying tomorrow's 'superstars'
Industry Voice: Neil Robson, Head of Global Equities at Columbia Threadneedle Investments, says investors are preoccupied with the prospect of a global downturn. Instead, they should be looking at how technology and other factors are transforming business...
Merging economies: Has the 'emerging versus developed markets' argument fallen out of fashion?
Partner Insight: The number of leading companies within emerging regions such as Asia is growing, potentially leaving behind the need for a distinction between 'emerging' and 'developed' markets in this area of the universe
Is the worst over for emerging markets?
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...
Ethics & alpha: Can investing responsibly enhance returns?
Steve Waygood, chief responsible investment officer at Aviva Investors, takes an in-depth look at the relationship between responsible investing and performance.
Expertise combined, opportunity multiplied: why I created a real assets business
"The future is already here - it's just not evenly distributed" - William Gibson
