Macro Monitor: The Fed’s dilemma
![Compass on american dollars](https://www.jupiteram.com/uploads/2021/11/36efd5b56a976356a2301c4fc934db88/101260-feds-dilemma-10.11-web-tile-500x300px.jpg)
Jupiter’s Fixed Income Alternatives team discuss the potent mixture of low growth and high inflation, which continues to animate global bond markets.
Biodiversity: Sustainable investing’s new frontier?
![Biodiversity: Sustainable investing’s new frontier?](https://www.jupiteram.com/uploads/2021/10/f6d2064f41415a0d27ca1298344c46da/101230-biodiversity-28.05-web-tile-500x300px.jpg)
Abbie Llewellyn-Waters, Head of Sustainable Investing, explains why Biodiversity is the next big theme for sustainable investing.
China volatility can continue, but don’t ignore the rest of EM right now
![China volatility can continue, but don’t ignore the rest of EM right now](https://www.jupiteram.com/uploads/2021/11/07c4a7219827f6f8617c48ec603f9a0d/101244-aa-china-volatility-3.11.21-web-tile-500x300px.jpg)
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.
Notes from the Investment Floor: The global economy is on the mend
![Yes we're open again sign on a shop front door](https://www.jupiteram.com/uploads/2021/11/b589dc09bc251925d3893d6fdb98ed43/notes-from-the-investment-floor-on-the-mend-3.11.21.jpg)
Mark Richards says any policy tightening should be seen more as withdrawal of extremely accommodative policies rather than the start of a hiking cycle.
Go with the FLO: a new alpha model factor
![101227-Systematic-equities-25.10-WEB-TILE-500x300px](https://www.jupiteram.com/uploads/2021/10/598c7ef2ab5f03766fd721899458306d/101227-systematic-equities-25.10-web-tile-500x300px.jpg)
Jupiter’s Systematic Equities team has explored the potential of analysing portfolio allocations and fund flows data, resulting in a new factor for their alpha model.
Notes from the Investment Floor: Markets grapple with stagflation
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James Novotny discusses stagflation and asks whether central banks are about to make a mistake.
COP 26: What to expect from climate change’s key event
![Green leaves](https://www.jupiteram.com/uploads/2021/10/b4696e1ba18a65f6664a0c455bd875fd/101219-what-to-expect-from-cop26-18.10.21-web-tile-500x300px.jpg)
Abbie Llewellyn-Waters, Head of Sustainable Investing, looks ahead to the landmark summit and shares what investors should look out for.
A politician’s politician: is Kishida a missed opportunity for Japan?
![A politician’s politician: is Kishida a missed opportunity for Japan?](https://www.jupiteram.com/uploads/2021/10/b27b0d7de50462eab2cc4c99bccb3bdb/101214-dcmp-a-politicians-politician-12.10.21-web-tile-500x300px.jpg)
Dan Carter and Mitesh Patel outline the ramifications of the appointment of Fumio Kishida as Japanese Prime Minister. He’s a “politician’s politician”, but will a Kishida premiership be a missed opportunity for Japan?
No need to fear the deer: why stagflation is not a long-term concern for fixed-income investors
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Ariel Bezalel, Head of Strategy, Fixed Income at Jupiter Asset Management, explains why investors should not be worried about the threat of stagflation.
Stablecoin scrutiny offers clues to cryptocurrency regulation
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Governments are watching the growth of stablecoins, says NZS Capital’s Brad Slingerlend. How they are regulated may provide pointers to the future of cryptocurrency.