US economy set to soften in second half
Huw Davies analyses the implication of the US debt ceiling deal on the markets and the economy.
A deep deficit for silver
Ned Naylor-Leyland and Daniel March discuss why demand for silver is outstripping supply and what this imbalance may mean for investors in the white metal.
European equities – not a market to ignore
Caroline Cantor, Mark Nichols and Mark Heslop discuss European equities’ performance, valuation and diversification properties – and share a few surprising facts.
Bonds: Finding value in a lopsided world
Mark Nash, Huw Davies and James Novotny discuss the divergence in monetary policy between the US and Europe and how that’s creating opportunities in the bond markets.
Japan: good value, or just cheap?
Dan Carter and Mitesh Patel address the topic of share price valuations in the Japanese
market. They’re undeniably low, but are Japanese stocks good value, or just cheap?
Notes from the Investment Floor: The stage is set for emerging markets
Nick Payne reflects on the differing fortunes of developed and emerging markets, as the stage seems set for emerging markets to come to the fore once again.
Notes from the Investment Floor: EMD – in “wait and see” mode
Alejandro Arevalo explains what’s happened in emerging market debt year to date, and why it’s important to focus on differentiation when investing in the asset class.
Trip note: Turkey’s most important election in recent history
Reza Karim discusses his recent trip to Turkey, where he met several government officials, local political experts and pollsters ahead of the upcoming election.
What’s behind the rise in gold and silver?
Ned Naylor-Leyland and Daniel March discuss the macro, market and technical factors behind the bullish moves in gold and silver.
The best that the Asia Pacific region can offer
Jason Pidcock and Sam Konrad outline the diverse opportunities in the Asia Pacific region, particularly the complementary strengths of Australia and India.