Inflation is as much a political problem as an economic one
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
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
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
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
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
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
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
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
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?
Mark Nash discusses the outlook for inflation, the prospect of central bank tightening and whether the Fed can avoid repeating past mistakes.