Inflation is last year’s problem – but what’s next?
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Central banks continue to fight inflation, but Ariel Bezalel and Harry Richards argue that it’s last year’s concern. So what should the Fed be worried about now?
The head and the heart in investing
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Amadeo Alentorn, lead investment manager, Jupiter systematic, reflects on the importance of head and heart in understanding investor behaviour and markets.
Notes from the Investment Floor: Searching for Europe’s best companies
![City view](https://www.jupiteram.com/uploads/2023/06/cfab4bc44d09389a874ff1ec772077a9/jup-0452-nftif-phil-macartney-8.6.23-web-tile-500x300px.jpg)
Phil Macartney discusses market valuations for companies in Europe, the impact of geopolitics and how small cap investing is sometimes misunderstood.
Australia: Asia Pacific’s overlooked gem?
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Jason Pidcock and Sam Konrad take a look at the attractions of Australia as an investment destination. Has it been unfairly overlooked by global investors?
US economy set to soften in second half
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Huw Davies analyses the implication of the US debt ceiling deal on the markets and the economy.
A deep deficit for silver
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Ned Naylor-Leyland and Daniel March discuss why demand for silver is outstripping supply and what this imbalance may mean for investors in the white metal.
European equities – not a market to ignore
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Caroline Cantor, Mark Nichols and Mark Heslop discuss European equities’ performance, valuation and diversification properties – and share a few surprising facts.
Bonds: Finding value in a lopsided world
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Mark Nash, Huw Davies and James Novotny discuss the divergence in monetary policy between the US and Europe and how that’s creating opportunities in the bond markets.
Japan: good value, or just cheap?
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Dan Carter and Mitesh Patel address the topic of share price valuations in the Japanese
market. They’re undeniably low, but are Japanese stocks good value, or just cheap?
‘Gradually, then suddenly’: monetary tightening starts to bite
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Accidents have already disrupted markets, but are there more to come? How soon might the Federal Reserve loosen policy? Ariel Bezalel and Harry Richards give their view.