Carbone Sans Frontières: action on carbon leakage
In an article that first appeared on ESG Clarity, Abbie Llewellyn-Waters and Freddie Woolfe discuss the importance of internalising decarbonisation into stock analysis.
Japan’s growth cyclicals: opportunity or trap?
Dan Carter and Mitesh Patel discuss opportunities and risks in the Japanese market, concluding that ‘chance favours only the prepared mind’.
Sleepwalking into an energy crisis
Richard Buxton argues that energy security means more natural gas, being honest about the clean energy transition and preparing for years of high energy prices.
Zen and the art of stock analysis
The uncomfortable truth for investors is that the future is difficult to predict. So the best strategy is to focus on adaptability, says Brad Slingerlend of NZS Capital.
Notes from the Investment Floor: A ‘profit warning rich’ environment
With volatility spiking, Errol Francis looks at the pressures on markets, as commentary on the economic outlook worsens and the market reacts in indiscriminate fashion.
Fed and inflation: missing the wood for the trees?
The global growth impulse is facing headwinds and inflation may fade in the coming months. How far can central banks tighten? Ariel Bezalel and Harry Richards share their views.
Notes from the Investment Floor: Consumers chill on Netflix
As consumers tighten their belts with lower discretionary spending, Adam Darling discusses the impact on credit markets of a higher inflation, lower growth environment.
Notes from the Investment Floor: Quality can thrive through volatility
Nick Payne examines how recent macroeconomic events have produced headwinds for emerging market investors.
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.