According to JPMAM survey
W- or U-shaped recovery predicted
Following 33 fund manager meetings in January
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...
Monthly fund manager survey
Followed by property
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...
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...
'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....
Three equity sectors stand out
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.
Industry Voice: The sell-off in emerging markets this year has created a more favourable environment for Asian income funds, allowing them to deliver strong returns relative to the index and display their ability to mitigate risks to investors' capital....
Key signs to watch
Square Mile’s series of informal interviews
Index provider predicts passive inflows of $10bn
Lowest level since 2016
Pockets of interest
As we head into the second half of 2018, David Hambidge reviews what has already proved a challenging year for investors and considers what might be expected from world markets over the months ahead
Winners announced at ceremony in London
What is on influencers' radars?
Attractive price tag
Focus on China and Latin America
After more than three decades