Emerging market debt: Winners and losers
Alejandro Arevalo and Jupiter’s Emerging Markets Debt team weigh the opportunities as well as potential risks in the asset class amid rising inflation, tighter policies and geopolitical tensions.
Fixed Income Investing Amid Inflation and Rising Rates
James Novotny explains the benefits of a flexible approach to fixed income investment as inflation rises and central banks lift interest rates.
Systematic global equities: Tackling challenging macro environments
With volatility likely to continue, Matus Mrazik explains how a systematic approach can help to weather tough macro and style environments.
Carbone Sans Frontières: action on carbon leakage
In an article that first appeared on ESG Clarity, Abbie Llewellyn-Waters and Freddie Woolfe discuss the importance of internalising decarbonisation into stock analysis.
Japan’s growth cyclicals: opportunity or trap?
Dan Carter and Mitesh Patel discuss opportunities and risks in the Japanese market, concluding that ‘chance favours only the prepared mind’.
Sleepwalking into an energy crisis
Richard Buxton argues that energy security means more natural gas, being honest about the clean energy transition and preparing for years of high energy prices.
Zen and the art of stock analysis
The uncomfortable truth for investors is that the future is difficult to predict. So the best strategy is to focus on adaptability, says Brad Slingerlend of NZS Capital.
Energy shock: looking at both sides of the coin
Jon Wallace and Noelle Guo say the energy shock faced by consumers now is reminiscent of the 1970s, which may boost usage of existing energy efficient technologies and spawn new ones.
Macro Monitor: Big macro changes are brewing…
Mark Nash, James Novotny and Huw Davies discuss a busy outlook for central banks, as inflation surges and US real interest rates hit record lows.
Examining the knock-on effects of the Ukraine crisis for fixed income investors
Mark Nash examines how events in Ukraine have affected the outlook for inflation and the prospect of central bank tightening and what this means for fixed income investors.