Notes from the Investment Floor: Could China rebound in H2 2022?
![Cargo from China](https://www.jupiteram.com/uploads/2022/07/71f15cc9156a3f3a638436634459ec85/crargo-from-china-.jpg)
Salman Siddiqui discusses how emerging markets are coping with the economic backdrop, and points to reasons why the 2nd half of the year could see a turnaround for China.
Notes from the Investment Floor: The world of environmental solutions
![Modern Hydrogen H2 train](https://www.jupiteram.com/uploads/2022/06/ade759080b494e05c938d68a8d9b186d/101568-nftif-world-enviro-solutions-22.6.22-tweb-tile-500x300px.jpg)
Noelle Guo explains the opportunities available to investors in environmental solutions, such as tackling climate change and the need for natural capital restoration.
Notes from the Investment Floor: Opportunities for quality growth
![global communication network](https://www.jupiteram.com/uploads/2022/06/a78cf2275022a672c45f3e21caef8eea/notes-from-the-investment-floor-opportunities-for-quality-growth-web-tile-500x300px.jpg)
Mark Heslop explains why pricing power is important when identifying companies that can survive periods of market volatility.
A once in a generation opportunity in fixed income?
![generic stock chart](https://www.jupiteram.com/uploads/2022/06/777a8706f93cd339fea74013d924fee9/a-once-in-a-generation-opportunity-in-fixed-income-web-tile-500x300px.jpg)
Ariel Bezalel and Harry Richards look at a turbulent time in bond markets and explain why, rather than doom and gloom, this could be a once in a generation opportunity.
The gears of Japan’s labour market have seized up
![Gears interlocking](https://www.jupiteram.com/uploads/2022/06/26c8e09dd7c99f83dec7d9bfb75c6c74/dan-carter.jpg)
Dan Carter and Mitesh Patel address the question of wage growth in Japan, which remains measly. But is Japan heading for a ‘singularity’ that could finally lift wages?
Finding income in Asia and largely avoiding China
![Terraced rice field in Mu Cang Chai, Vietnam](https://www.jupiteram.com/uploads/2022/06/e57e1f6e11df9bc887df0beeaf70fdca/101554-jason-pidcock-asia-7.06.22-web-tile-500x300px.jpg)
Jason Pidcock discusses how Asia ex-Japan is sometimes wrongly overlooked by equity investors seeking income and why he is largely avoiding China.
Are recession concerns overdone?
![Magnifying glass on Economy global crisis news article](https://www.jupiteram.com/uploads/2022/06/f9c21ab131f6ffdfeaef53be918e6ca7/101553-recession-concerns-01.06-web-tile-500x300px-002.jpg)
Mark Nash and Huw Davies assess the prospects for global growth in an environment of heightened geopolitical tensions, rising inflation and interest rates and China’s zero-Covid policy.
Notes from the Investment Floor: Food, fuel, and geopolitical ESG
![Tractor in the fields](https://www.jupiteram.com/uploads/2022/05/cfd0443d4d3438f4654828ae9eb98410/101545-nftif-geopolitical-esg-27.05.22-web-tile-500x300px.jpg)
John Chatfeild-Roberts gives his assessment on the war in Ukraine and discusses the investment implications for the security and cost of food and fuel.
Emerging market debt: Winners and losers
![Crowded emerging market street](https://www.jupiteram.com/uploads/2022/05/0ea30ac67845e1313149e46fcd4b7479/emerging-market-debt-winners-and-losers-500x300px.jpg)
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.
Systematic global equities: Tackling challenging macro environments
![A tornado over a volatile line chart](https://www.jupiteram.com/uploads/2022/05/8de3a8217f52e064a8124d98cbc9c77a/101539-systematic-20.05-web-tile-500x300px-002.jpg)
With volatility likely to continue, Matus Mrazik explains how a systematic approach can help to weather tough macro and style environments.