Partner Insight: Abhishek Kumar, Sector Head, Emerging Markets, Fixed Income Beta Team at State Street Global Advisors, discusses the outlook for emerging markets in 2019 and the challenges for active managers in the sector - where just 3% of them outperformed...
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.
Partner Insight: The weaker turn in the global environment along with lower oil prices proved to be supportive for safe fixed income investments last year, but with Brexit looming and causing more economic uncertainty, what is the outlook for the asset...
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...
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.
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
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...
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
PARTNERED INSIGHT: As yields have compressed and forward-looking return expectations fall, multi-asset managers have sought alternatives to traditional asset classes to find new sources of income and boost returns