The journey to net zero: how we analyse bond issuers’ carbon footprints
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Harry Richards, Fund Manager, Fixed Income, and Anna Karim, Fixed Income ESG Director, share how their team analyses companies supporting the transition to net zero.
A reality check of China’s embattled real estate sector: Trip notes
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Xuchen Zhang, Credit Analyst, Emerging Market Debt, sheds light on China’s beleaguered property sector after a recent visit. In view of the on-the-ground realities, Alejandro Arevalo, Head of Emerging Market Debt, and Xuchen consider prospective opportunities and potential challenges in the market.
Hawkish Fed and Chinese bond yields
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Vikram Aggarwal discusses the implications for risk assets as central banks withdraw support and highlights policy divergence in developed and emerging market countries.
Why to avoid exchange-traded products when investing in gold
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Given a positive backdrop for gold, how can you look to gain exposure? Ned Naylor-Leyland explains the merits of investing through bullion funds rather than ETPs.
China’s decarbonisation roadmap – worth a second look
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China has outlined a step-by-step path to net zero and provided specific decarbonisation targets. Patty Cao explains why investors should take note.
Macro Monitor: Bond market returns at risk in 2022
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Mark Nash, James Novotny and Huw Davies discuss inflation, the Fed and what a short, sharp cycle of rate hikes may mean for global economic growth.
The central banking pantomime
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Ned Naylor-Leyland comments on the dynamics in gold and silver markets, as a central banking pantomime has so far had a suppressing effect on prices.
Why boring isn’t bad in bond markets
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Harry Richards examines how bond markets have reacted to increased interest rate expectations and explains why ‘boring’ isn’t bad in bond markets.
Flexible Bond update: The Fed’s fighting inflation at almost any cost
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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?
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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.