Notes from the Investment Floor: What was achieved at COP26?
Freddie Woolfe reviews what was and wasn’t achieved at COP26 and the implications for the market.
Water, water, everywhere
In an article that first appeared on ESG Clarity, Abbie Llewellyn-Waters, Freddie Woolfe, and Jenna Zegleman, of Jupiter’s Global Sustainable Equity strategy, explain why water is not a limitless resource and why investment is essential to its future.
Resilience first in the post-Covid world
Nick Payne discusses how emerging markets companies are actively addressing supply chain fragility in the wake of the pandemic.
China volatility can continue, but don’t ignore the rest of EM right now
Alejandro Arevalo, Head of Emerging Market Debt, gives his views on what the Evergrande crisis means for the rest of China, Asia, and emerging market debt more broadly.
Biodiversity: Sustainable investing’s new frontier?
Abbie Llewellyn-Waters, Head of Sustainable Investing, explains why Biodiversity is the next big theme for sustainable investing.
COP 26: What to expect from climate change’s key event
Abbie Llewellyn-Waters, Head of Sustainable Investing, looks ahead to the landmark summit and shares what investors should look out for.
Notes from the Investment Floor: The energy squeeze is here to stay
Luke Kerr talks about the impact of energy prices and supply chain issues on inflation. Could this presage an economic crisis?
Inflation: demographics, narrative, and the snow globe economy
Ariel Bezalel, Ned Naylor-Leyland and Talib Sheikh examine the inflation debate and the implications it has for their asset classes.
Will gold regain its lustre as stimulus kindles inflation hopes?
Ned Naylor-Leyland, Head of Strategy, Gold & Silver, says gold looks interesting at the moment as prices remain much below the peak seen a year ago amid uncertainty posed by new variants of coronavirus.
Keep clipping the coupon, but be selective
Alejandro Arevalo argues that EMD is less overvalued than many areas, and has the breadth to offer attractive opportunities if you know where to look – and what to avoid.