Look at the data and it is clear that the Japanese economy is showing signs of healthy growth in Q3 of annualised 1.4% in real terms.
Despite remaining expensive
Partner Insight: The Jupiter Global Emerging Market Fund's unconstrained approach is essential to implementing the fund's non-traditional and 'change-based' investment philosophy, which aims to identify stocks that are experiencing positive change that...
Partner Insight: The so-called 'infrastructure gap' that exists in both the developed and developing world has been agued by various bodies including the World Economic Forum. Flows into global infrastructure assets hit a record $413bn in 2016, a rise...
This year has once again been one where bullish bond investors have been a little smug.
Growing sophistication in technology
After a torrid 15 years of deflation, it is time to forget about 'the lost decade' in Japan.
For the first time in a number of years, pan-European large company corporate earnings for 2017 look set to post a double digit year-on-year advance.
In an environment where yields are so low, costs can make a huge difference to the outcome’
Partner Insight The idea of 'underappreciated change' is particularly prevalent in emerging markets according to Jupiter's Head of Strategy, Emerging Markets, Ross Teverson. Here he explains how the concept helps him identify opportunities