Notes from the Investment Floor: The global economy is on the mend
Mark Richards says any policy tightening should be seen more as withdrawal of extremely accommodative policies rather than the start of a hiking cycle.
Biodiversity: Sustainable investing’s new frontier?
Abbie Llewellyn-Waters, Head of Sustainable Investing, explains why Biodiversity is the next big theme for sustainable investing.
Go with the FLO: a new alpha model factor
Jupiter’s Systematic Equities team has explored the potential of analysing portfolio allocations and fund flows data, resulting in a new factor for their alpha model.
Notes from the Investment Floor: Markets grapple with stagflation
James Novotny discusses stagflation and asks whether central banks are about to make a mistake.
COP 26: What to expect from climate change’s key event
Abbie Llewellyn-Waters, Head of Sustainable Investing, looks ahead to the landmark summit and shares what investors should look out for.
A politician’s politician: is Kishida a missed opportunity for Japan?
Dan Carter and Mitesh Patel outline the ramifications of the appointment of Fumio Kishida as Japanese Prime Minister. He’s a “politician’s politician”, but will a Kishida premiership be a missed opportunity for Japan?
No need to fear the deer: why stagflation is not a long-term concern for fixed-income investors
Ariel Bezalel, Head of Strategy, Fixed Income at Jupiter Asset Management, explains why investors should not be worried about the threat of stagflation.
Stablecoin scrutiny offers clues to cryptocurrency regulation
Governments are watching the growth of stablecoins, says NZS Capital’s Brad Slingerlend. How they are regulated may provide pointers to the future of cryptocurrency.
Notes from the Investment Floor: Is Evergrande China’s Lehman moment?
Nick Payne assesses the latest developments in the Evergrande saga, while Matt Cable discusses a thriving UK IPO market.
Inflation: demographics, narrative, and the snow globe economy
Ariel Bezalel, Ned Naylor-Leyland and Talib Sheikh examine the inflation debate and the implications it has for their asset classes.