Notes from the Investment Floor: Where’s the recession?
![Empty chairs](https://www.jupiteram.com/uploads/2023/09/a20a3b04d685dd1c6100bb55452799a6/jup-1070-nftif-wheres-the-recession-22.9.23-web-tile-500x300px.jpg)
Bond investors are waiting for interest rate cuts from developed market central banks that – so far at least – have not appeared. Vikram Aggarwal examines the issue.
China policy: here comes the stimulus, but will it be enough?
![China flag](https://www.jupiteram.com/uploads/2023/09/265133e6c234cb10de419e0e4b7eb183/jup-1056-china-stimulus-web-tile-500x300px.jpg)
Our Emerging Market debt team discuss China, as hopes for a substantial rebound in its economic activity have faced a hard reality. What does this mean for EMD investors?
Notes from the Investment Floor: What’s driving India’s momentum?
![Map India](https://www.jupiteram.com/uploads/2023/09/9f44a7cf945d25f98e65fb349edeb07f/jup-1053-nftif-driving-india-21.09.23-web-tile-500x300px.jpg)
Avinash Vazirani examines the momentum behind the equity market and, while warning that investors must keep their heads, explains why he’s bullish about India’s future.
What central banks are saying about gold
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Ned Naylor-Leyland says investors should pay attention to the views of central bankers on gold, especially since the yellow metal is nearing an inflection point.
Inflation in Japan: threat or opportunity?
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Dan Carter and Mitesh Patel examine a surprising move from the Bank of Japan – was it a mistake, and what consequences might it have for the Japanese equity market?
Staying active and selective in global high yield bonds
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Adam Darling discusses yield trends in high yield bonds and why credit selection is so important.
A fairytale ending?
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Mark Nash, James Novotny and Huw Davies say policy makers could keep interest rates higher for longer as strong growth foundations underpin inflation.
Time for generating alpha
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Alejandro Arevalo, Alejandro Di Bernardo, Reza Karim and Xuchen Zhang say emerging markets debt could offer a positive environment over the next six to twelve months, with alpha generation hinging on credit selection.
Strong tailwinds
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Adam Darling and Harry Richards say investors have a once in a generation opportunity to lock in high yields in the investment grade corporate bond market.
The twin risks facing bond investors
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Hilary Blandy describes how fixed income markets must weigh up competing risks on rates and inflation. Amid this uncertainty, however, bond investors are paid to wait.