Generating returns in a zero-yield world
Mark Nash discusses alternative ways for fixed income investors to generate returns in a zero-yield world, through flexibility and controlled risk management.
Notes from the Investment Floor: A grim economic outlook?
Vikram Aggarwal analyses what the Evergrande crisis and a deteriorating economic outlook means for the overall market environment.
A strategy for all seasons
Mark Nash explains the merits of an ‘absolute return’ approach to fixed income, in an era of dramatically changed policymaking when fundamentals are no longer enough.
Keep clipping the coupon, but be selective
Alejandro Arevalo argues that EMD is less overvalued than many areas, and has the breadth to offer attractive opportunities if you know where to look – and what to avoid.
Gold & Silver update
Ned Naylor-Leyland gives an update on gold and silver. He believes if just one of the market’s key assumptions is wrong then monetary metals should be due for a rally.
Japan rolls the dice again as Suga steps down
Dan Carter and Mitesh Patel digest the news that Prime Minister Suga will not stand for re-election. Who will take his place?
Notes from the Investment Floor: ‘Common prosperity’ in China
Salman Siddiqui explains why he doesn’t think China’s focus on ‘common prosperity’ will be negative for the private sector over the longer term.
Will gold regain its lustre as stimulus kindles inflation hopes?
Ned Naylor-Leyland, Head of Strategy, Gold & Silver, says gold looks interesting at the moment as prices remain much below the peak seen a year ago amid uncertainty posed by new variants of coronavirus.
In the digital age, moats may be more sink than swim
Investors should shed old thinking about structural barriers to entry, says NZS Capital’s Brad Slingerlend, if they want to invest in companies fit for the Digital Age.
Notes from the Investment Floor: Is the market worrying too much?
Richard Buxton discusses the curious market mood, which seems to be fretting about growth despite decent macro data, supportive central banks and upbeat company results.