Monitoring progress toward net zero in emerging markets equities
Nick Payne, investment manager, Jupiter Global Emerging Markets Focus strategy, shares how an active fund manager approaches ESG, and how companies’ progress on climate change can be assessed.
Inching closer towards rate cuts
Ariel Bezalel and Harry Richards say global growth will continue to slow in the coming months, dragging inflation further down, increasing the likelihood of rate cuts towards the end of the year.
No ‘fear of missing out’ on China
Jason Pidcock and Sam Konrad explain why they have no ‘fear of missing out’ over China, and why talk of a reopening boom might be overplayed.
Gold, diversification and central banks
Ned Naylor-Leyland discusses the diversification properties of gold, the recent price rally and why central banks have ramped up their purchases.
Notes from the Investment Floor: Don’t believe in immaculate tightening
Harry Richards discusses the likelihood of recession, and whether its credible that monetary policy could tighten so much without negative ramifications for the economy.
Macro monitor: Is the bond rally overdone?
Mark Nash, Huw Davies and James Novotny analyse the global growth and inflation environment and what the evolving scenario means for the fixed income markets.
China reopening – why this could be positive for Europe
Caroline Cantor, Mark Heslop and Mark Nichols look at potential opportunities for European luxury and consumer goods companies from China’s lifting of Covid restrictions.
A change in fortune for bond markets?
Optimism around fixed income was rare in 2022, but there are reasons to believe 2023 may see a change in fortune for bond markets, say Ariel Bezalel and Harry Richards.
Notes from the Investment Floor: 3 key topics for investors in Japan
Dan Carter discusses three of the key factors for investors in Japan to be thinking about now, especially in light of the Bank of Japan’s surprising policy moves.
Notes from the Investment Floor: Yield is back for bonds
Vikram Aggarwal sets the scene for bond markets in 2023, as yield finally returns to the asset class. Could market fears transfer from duration to credit quality in 2023?