Is this banking crisis the same old story?
![Bank](https://www.jupiteram.com/uploads/2023/03/d32c9849b410413ac5aaedc2a73085ad/101849-banking-crisis-20.03-web-tile-500x300-1.jpg)
Since the Global Financial Crisis, regulators and policy makers have worked to avoid a repeat. Yet banks are in trouble again. Is this the same old story?
Reflecting on reflections from Japan
![Reflections through the lens of Fuji mountain in Japan](https://www.jupiteram.com/uploads/2023/03/53c6f39bc6701f2676c33a40694d156d/101845-japan-reflection-16.03-web-tile-500x300-1.jpg)
Dan Carter considers the challenges Japanese equites face and outlines the approach he has taken to overcoming these as an investor in the asset class.
Budget reaction: A glass half full Budget for the optimists
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Richard Buxton assesses Jeremy Hunt’s first full budget, in which the Chancellor sought to incentivise companies to invest in and encourage re-participation in the workforce.
Calm before a golden M&A storm?
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Ned Naylor-Leyland discusses the recent uptick in merger and acquisition activity among gold miners and whether the trend has further to go.
EMD: From peak bearishness to peak bullishness?
![Bear and Bull](https://www.jupiteram.com/uploads/2023/02/f579240237efddaef5e09c840a8e17a0/101818-bear-bull-emd-21.02-web-tile-500x300-1.jpg)
Alejandro Arevalo and Reza Karim explain the recent positive developments for EMD, and discuss whether they think optimism about the asset class will persist.
Notes from the Investment Floor: The mood music is starting to lift
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Jon Wallace looks at the impact that a moderation in inflation, and structurally higher energy prices, are having on environmental solutions businesses.
Notes from the Investment Floor: The case for emerging market optimism
![Shanghai skyline](https://www.jupiteram.com/uploads/2023/02/26ea4edb04857ef3e9a15fc600f0f159/101810-nftif-em-optmism-24.2.23-web-tile-500x300px.jpg)
Salman Siddiqui discusses three key reasons for optimism around emerging market equities this year.
What might a recession mean for high yield investors?
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Adam Darling says a global recession looks probable and may bring opportunities in high yield bonds for active investors.
Are 60-40 portfolios two-legged stools?
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Traditional portfolio allocations to just long-only equities and bonds may be less optimal than adding alternatives, writes Amadeo Alentorn, lead investment manager, Jupiter systematic equities.
Notes from the Investment Floor: Moving towards a pause?
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James Novotny assesses the prospects for the global economy and how that could mean for rate increases.