The gears of Japan’s labour market have seized up
Dan Carter and Mitesh Patel address the question of wage growth in Japan, which remains measly. But is Japan heading for a ‘singularity’ that could finally lift wages?
Finding income in Asia and largely avoiding China
Jason Pidcock discusses how Asia ex-Japan is sometimes wrongly overlooked by equity investors seeking income and why he is largely avoiding China.
Notes from the Investment Floor: Food, fuel, and geopolitical ESG
John Chatfeild-Roberts gives his assessment on the war in Ukraine and discusses the investment implications for the security and cost of food and fuel.
Emerging market debt: Winners and losers
Alejandro Arevalo and Jupiter’s Emerging Markets Debt team weigh the opportunities as well as potential risks in the asset class amid rising inflation, tighter policies and geopolitical tensions.
Systematic global equities: Tackling challenging macro environments
With volatility likely to continue, Matus Mrazik explains how a systematic approach can help to weather tough macro and style environments.
Emerging market debt: Is this as bad as it gets?
Reza Karim explains how the asset class has fared this year and which segments of the market offer potential opportunities for investors.
Carbone Sans Frontières: action on carbon leakage
In an article that first appeared on ESG Clarity, Abbie Llewellyn-Waters and Freddie Woolfe discuss the importance of internalising decarbonisation into stock analysis.
Japan’s growth cyclicals: opportunity or trap?
Dan Carter and Mitesh Patel discuss opportunities and risks in the Japanese market, concluding that ‘chance favours only the prepared mind’.
Sleepwalking into an energy crisis
Richard Buxton argues that energy security means more natural gas, being honest about the clean energy transition and preparing for years of high energy prices.
Zen and the art of stock analysis
The uncomfortable truth for investors is that the future is difficult to predict. So the best strategy is to focus on adaptability, says Brad Slingerlend of NZS Capital.