Flexible Bond update: The Fed’s fighting inflation at almost any cost
Ariel Bezalel and Harry Richards discuss a volatile period for fixed income and the latest pivot from the Fed, which the market suspects is making a policy error.
Emerging Market Debt: Peak Fear?
Alejandro Arevalo and Jupiter’s Emerging Markets Debt team say investor sentiment towards Emerging market debt may turn quickly if political and policy macro headwinds ease later this year.
Examining Japan’s green technology credentials
Dan Carter and Mitesh Patel ask how ready Japan’s corporate sector is to capitalise upon the green technology revolution.
Bond yields off to the races in early 2022
Mark Nash, Head of Fixed Income Alternatives, discusses a turbulent start to the year in bond markets, and considers whether the market isn’t yet pricing in enough interest rates rises in the US.
Demographics: Japan’s ‘mother theme’
Dan Carter and Mitesh Patel address the ‘mother theme’ of Japanese investing: demographics. Japan’s society continues to age, but what are the implications?
Asia Pacific for income & growth – but be selective
Asia Pacific continues to provide plenty of attractive growth and income opportunities. But an active approach is key, says Jason Pidcock, Head of Strategy, Asian Income.
Why 2022 could be a good year for Chinese equities
2021 was a difficult year for Chinese equities, but Vincent Che, Fund Manager, Ping An Asset Management, and Oliver Lee, Investment Director, explain why the backdrop is improving.
Tightening into a slowdown: central banks risk policy mistake
Higher inflation is putting pressure on central banks to raise interest rates earlier than expected say Ariel Bezalel, Head of Strategy, Fixed Income and Harry Richards, Fund Manager, Fixed Income.
A post-pandemic world would mark a new era
There will be no return to normal, say the team at NZS Capital. Instead they see a continuation of the digitisation trend in which the winners exhibit “non-zero-sumness”.
Emerging markets in 2022: headwinds to become tailwinds
Nick Payne, Head of Strategy, global emerging markets focus, explains why 2022 could be a strong year for emerging countries after their vaccination programmes catch up.