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.
Gold tantalisingly poised for an all-time high
Ned Naylor-Leyland, Head of Gold and Silver, says gold prices may hit fresh highs soon as soaring inflation and muted central bank containment measures spur wider demand for the precious metal.
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.
Enyasu or endaka? Japan’s currency conundrum
Dan Carter and Mitesh Patel discuss what is driving the value of the yen, commonly considered a safe haven currency, but which has slumped recently versus the US dollar.
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.
CoCos: The right instrument in a troubled world?
Luca Evangelisti, explains how Contingent Capital bonds, or CoCos for short, have shown resiliency through recent events and have the potential to offer investors value thanks to their superior liquidity profile and the strong financial position of banks.
Notes from the Investment Floor: Why gold and silver could break out
Ned Naylor-Leyland discusses why the price of gold may be approaching an inflection point and what this would mean for silver and for mining equities.
Has the outlook changed for emerging markets?
Is it a good time to increase your EM exposure? Nick Payne and Oliver Lee discuss where they’re finding the best opportunities, and the countries and sectors they avoid.
Notes from the Investment Floor: Inflation is a political problem
Huw Davies discusses the driving forces behind central bank policy action, as central banks appear to target lower inflation over stimulating growth.
How to prepare for the next growth shock
2022 has been difficult for markets: rate volatility, losses in government bonds and high-quality credit. What’s next? Ariel Bezalel and Harry Richards share their views.