Budget reaction: A glass half full Budget for the optimists
Richard Buxton assesses Jeremy Hunt’s first full budget, in which the Chancellor sought to incentivise companies to invest in and encourage re-participation in the workforce.
Calm before a golden M&A storm?
Ned Naylor-Leyland discusses the recent uptick in merger and acquisition activity among gold miners and whether the trend has further to go.
GEAR: enhancing our investment process
In recent years, we have introduced enhancements to our investment process, designed to increase diversification, use new sources of data, and allow greater flexibility, writes Amadeo Alentorn, lead investment manager, Jupiter systematic equities.
Notes from the Investment Floor: European companies are upbeat on 2023
Mark Nichols says European companies are reporting positive trends on demand, pricing and the impact of China’s reopening.
Notes from the Investment Floor: The mood music is starting to lift
Jon Wallace looks at the impact that a moderation in inflation, and structurally higher energy prices, are having on environmental solutions businesses.
Notes from the Investment Floor: The case for emerging market optimism
Salman Siddiqui discusses three key reasons for optimism around emerging market equities this year.
What might a recession mean for high yield investors?
Adam Darling says a global recession looks probable and may bring opportunities in high yield bonds for active investors.
EMD: From peak bearishness to peak bullishness?
Alejandro Arevalo and Reza Karim explain the recent positive developments for EMD, and discuss whether they think optimism about the asset class will persist.
Are 60-40 portfolios two-legged stools?
Traditional portfolio allocations to just long-only equities and bonds may be less optimal than adding alternatives, writes Amadeo Alentorn, lead investment manager, Jupiter systematic equities.
Notes from the Investment Floor: Moving towards a pause?
James Novotny assesses the prospects for the global economy and how that could mean for rate increases.