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Global

Global

US-China tensions threaten to turn into currency war

'Prepare for market correction'

clock 13 August 2019 • 4 min read

US

Sanlam preps US absolute return fund with value approach

Market-neutral product to launch soon

clock 29 July 2019 • 1 min read

Global

GAM completes sale of final ARBF assets

Proceeds being returned to investors

clock 16 July 2019 • 1 min read

Emerging Markets

Industry Voice: The EM framing fallacy: Emerging market debt and the trials of a misunderstood asset class

How we frame things deeply affects how we process information and subsequently act on it. So much so that, despite convincing evidence to the contrary, it can be extremely hard to shake off a fabled preconception. It seems that once a label sticks it...

clock 17 May 2019 • 5 min read

Global

Global dividends see record 2018 despite 'challenging' year for equities

Janus Henderson Global Dividend Index

clock 18 February 2019 • 3 min read

Emerging Markets

Lessons from Turkey and Argentina: Where is the value in EMD now?

Industry Voice: Alejandro Arevalo, Manager of the Jupiter Global Emerging Markets Corporate Bond and Jupiter Global Emerging Markets Short Duration Bond Funds, discusses lessons learnt from recent crises in Turkey and Argentina this year, and how this...

clock 23 January 2019 • 5 min read

Emerging Markets

'An entirely different beast': How have emerging markets, Asia and Japanese equities evolved over the past decade?

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....

clock 12 December 2018 • 2 min read

US

SocGen's Albert Edwards: 'Fragile' US economy will be exposed

When tax reform 'sugar rush' wears off

clock 09 November 2018 • 1 min read

US

US midterms: 'Damp squib' or another 'sugar rush' for US economy?

Markets rose following result

clock 07 November 2018 • 4 min read

Emerging Markets

Are negative emerging market headlines hiding a wealth of opportunities?

Industry Voice: Emerging market shares have been hampered by negative investor sentiment in 2018 and are currently trading at a significant discount to developed markets; the widest it has been for a decade.

clock 31 October 2018 • 5 min read
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