Outlook 2023: Why 2023 could be a good year for emerging market debt
Following a particularly difficult year for fixed income, Alejandro Arevalo and Reza Karim explain why there are reasons to be positive about the outlook for EMD.
Outlook 2023: Japan’s uneasy equilibrium
Dan Carter sees the reasons for optimism and caution as existing in an uneasy equilibrium, but on balance he is hopeful for attractive returns from Japan in 2023.
Autumn Statement reaction: the UK ‘faces into the storm’
Richard Buxton assesses the Autumn Statement, in which Jeremy Hunt fought to please markets, the public and his party as the UK faces recession.
Shariah investing: Going beyond exclusions
Salman Siddiqui explains why he thinks Shariah-compliant investing should go beyond a screening process, to incorporate broader ESG considerations too.
Asian income: Successfully navigating turbulent markets
Against a particularly challenging macro backdrop, Jason Pidcock and Sam Konrad reflect on some of the investment decisions they’ve made this year.
Notes from the Investment Floor: Fixed income is attractive once again
Ariel Bezalel discusses the possibility of an imminent recession and prospects for inflation amid aggressive rate increases by central banks.
Darkest before dawn for European equities?
The European equities team analyses negative performance in the region’s equity market and says in times of economic uncertainty good businesses prove their worth.
EMD: A tale of two West African nations
Reza Karim, investment manager, fixed income – EMD, analyses the economic realities and investment opportunities in Nigeria and Ghana, following a recent visit.
Notes from the Investment Floor: Is Japan the place to be?
Mitesh Patel discusses the outlook for Japan as inflation, although rising, is far lower than other developed markets. What does this mean for investors?
Risk-free, risky or just a reserve?
Ned Naylor-Leyland expects gold’s allure to increase as the dollar’s dominance diminishes.