‘Gradually, then suddenly’: monetary tightening starts to bite
Accidents have already disrupted markets, but are there more to come? How soon might the Federal Reserve loosen policy? Ariel Bezalel and Harry Richards give their view.
Not banking on it
Phil Macartney, European equities investment manager, argues that bank shares carry more risk than reward and should be avoided – even in the best of times.
ESG integration for macro investors
Mark Nash, Huw Davies and James Novotny explain how they integrate ESG into their macro investment process.
Tuning out the noise to find great European smaller companies
Phil Macartney says an indiscriminate selloff in European small caps has created opportunities to invest in undervalued companies with robust fundamentals.
India: Interestingly poised
Avinash Vazirani and Colin Croft provide a comprehensive account of the prospects for various sectors after a recent visit to India.
Emerging market CoCos: Keep calm
Alejandro Arevalo and Reza Karim discuss how the Credit Suisse rescue deal has impacted emerging markets, and why this volatility presents exciting opportunities for EM investors.
US and EU ‘IRA’: made in China?
The EU’s efforts to catch up with the US’s massive move to support strategic green industries, jobs and clean technology signal a new era, writes Jupiter’s Environmental Solutions team.
Outlook 2023: Environmental solutions are crossing a watershed
As financial markets struggle for direction, Jon Wallace and Noelle Guo discuss the unavoidable trends shaping the future.
Bonds: A story of twists and turns
Mark Nash, Huw Davies and James Novotny believe the turbulence faced by banks may spur central banks to reverse their restrictive monetary policy stance.
What Credit Suisse may mean for contingent capital and European banks
Luca Evangelisti and Paridhi Garg discuss the potential impact of the Credit Suisse sale on European banks, contingent capital and financials investing.