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.
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.
Notes from the Investment Floor: The carbon footprint fine print
Freddie Woolfe discusses the merits of adding carbon emission data to consumer product labels, and the UK financial regulator’s closer look at ESG investment funds.
Notes from the Investment Floor: Staying positive on US high yield
Charlie Spelina, Credit Analyst, discusses the performance of US high yield this year, why he sees room for further growth and what themes that may play out in H2.
Notes from the Investment Floor: Disruption ahead for the gold market?
Ned Naylor-Leyland discusses disruptive changes to the gold market, and Alejandro di Bernardo explains why EMD will remain attractive even if Treasury yields rise.
Notes from the Investment Floor – Credit spreads heading even narrower?
Hilary Blandy discusses the trend towards structurally lower default rates and the possible implications this could have for credit spread ranges in future.
Notes from the Investment Floor – Fed hawks and Goldilocks
Adam Darling discusses last week’s Fed meeting, the credit backdrop and bond market scepticism about central bank tapering.
Notes from the Investment Floor – EMD and the great inflation debate
Reza Karim explains why emerging market debt hasn’t performed in line with expectations this year, and how higher inflation is impacting the asset class.
The inflation illusion? Why deflationary forces still dominate
Ariel Bezalel and Harry Richards discuss whether inflationary pressures are likely to be cyclical or structural.