Inflation is as much a political problem as an economic one
![American flag balloons to represent Notes from the Investment Floor Inflation is a political problem](https://www.jupiteram.com/uploads/2022/03/207560a8eb233c00d864f7d5d682f533/101464-inflation-politics-24.3-web-tile-500x300px-002.jpg)
Huw Davies, Assistant Fund Manager, Fixed Income Alternatives, discusses the driving forces behind central bank policy action, as central banks appear to target lower inflation over stimulating growth.
How to prepare for the next growth shock
![Open doorway for how to prepare for the next growth shock insight by ariel bezalel and harry richards](https://www.jupiteram.com/uploads/2022/03/a7213718593f89808cb0cbbfb4600ccd/open-doorway-for-how-to-prepare-for-the-next-growth-shock-insight-by-ariel-bezalel-and-harry-richards.jpg)
2022 has been difficult for markets: rate volatility, losses in government bonds and high-quality credit. What’s next? Ariel Bezalel and Harry Richards share their views.
Emerging market corporate bonds: A rare opportunity
![Buildings and financial figures to potray emerging markets](https://www.jupiteram.com/uploads/2022/03/4387bd187e9e1821175dd46cabf99314/buildings-and-financial-figures-to-potray-emerging-markets.jpg)
Alejandro Arevalo and Reza Karim say investors have a unique chance to buy emerging market assets cheaply and diversify their portfolio.
The new era of inflation, tightening and reduced liquidity
![The new era of inflation, tightening and reduced liquidity](https://www.jupiteram.com/uploads/2022/02/df596556877f3d89938f6df6d9f28595/the-new-era-of-inflation-tightening-and-reduced-liquidity-web-tile-500x300px.jpg)
Mark Nash discusses how the outlook for risk assets has changed in a period where central banks are raising rates and reducing liquidity in a bid to control inflation.
A systematic approach to value investing
![high tech matrix](https://www.jupiteram.com/uploads/2022/03/875b38887dc989fdf50e6eeab51da521/101442-systematicteam-11.3-web-tile-500x300px-002.jpg)
James Murray, Senior Analyst, and Amadeo Alentorn, Head of Systematic Equities, tease out some of the subtleties involved in value investing, and explain why this is important to investors.
Japan feels the economic impact of war in Europe
![Japan feels the economic impact of war in Europe](https://www.jupiteram.com/uploads/2022/03/a78d8d08601fb6ba80575f65fd8b7cb5/japan-feels-the-economic-impact-of-war-in-europe-10.3.22-web-tile-500x300px.jpg)
Direct exposure to Russia and Ukraine among Japanese companies is low, but the second order global effects of the war are far-reaching. Dan Carter and Mitesh Patel give their view.
Russia: the facts have changed
![Jupiter_Global_Emerging_Markets_Unconstrained](https://www.jupiteram.com/uploads/2022/03/c01c3ccde08542475bd64b2ad726c7bd/ukrainian-and-eu-flag-on-kiev-ministry-of-foreign-affairs.jpg)
Ross Teverson reflects on the tragic events in Ukraine and the implications that sanctions and counter-sanctions have for emerging market investors.
The infinite potential of digitalisation
![The infinite potential of digitalisation](https://www.jupiteram.com/uploads/2022/03/277e4fb5be90423bf8f2e2aa554f112a/the-infinite-potential-of-digitalisation.jpg)
Mark Heslop and Phil Macartney discuss the issues around digitalisation — the opportunities and challenges, and potential benefits for consumers, companies and investors.
Why geopolitics is turning eyes towards gold
![Why geopolitics is turning eyes towards gold insight](https://www.jupiteram.com/uploads/2022/02/f497156aecf6a75148b08078cc7d7f21/why-geopolitics-is-turning-eyes-towards-gold-insight.jpg)
Ned Naylor-Leyland, manager of the Jupiter Gold & Silver Fund, assesses prospects for monetary metals in the light of current geopolitics and macroeconomics.
Can the Fed get it right this time?
![SARB-Can the Fed get it right this time? - Market-Update](https://www.jupiteram.com/uploads/2022/02/aec782cdd6d7700da1dc6cef17d09185/101374-sarb-market-update-4.2.22-web-tile-500x300px.jpg)
Mark Nash discusses the outlook for inflation, the prospect of central bank tightening and whether the Fed can avoid repeating past mistakes.