Notes from the Investment Floor: European companies are upbeat on 2023
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Mark Nichols says European companies are reporting positive trends on demand, pricing and the impact of China’s reopening.
Notes from the Investment Floor: The mood music is starting to lift
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Jon Wallace looks at the impact that a moderation in inflation, and structurally higher energy prices, are having on environmental solutions businesses.
Notes from the Investment Floor: The case for emerging market optimism
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Salman Siddiqui discusses three key reasons for optimism around emerging market equities this year.
What might a recession mean for high yield investors?
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Adam Darling says a global recession looks probable and may bring opportunities in high yield bonds for active investors.
EMD: From peak bearishness to peak bullishness?
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Alejandro Arevalo and Reza Karim explain the recent positive developments for EMD, and discuss whether they think optimism about the asset class will persist.
Notes from the Investment Floor: Moving towards a pause?
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James Novotny assesses the prospects for the global economy and how that could mean for rate increases.
Monitoring progress toward net zero in emerging markets equities
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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
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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
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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
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Ned Naylor-Leyland discusses the diversification properties of gold, the recent price rally and why central banks have ramped up their purchases.