General Powell’s Last Stand?
Ned Naylor-Leyland, head of strategy for Gold&Silver, explains the curious divergence in the price of gold and real interest rates and argues that a Fed policy error may be the trigger for a golden rebound.
Demographics: Japan’s ‘mother theme’
Dan Carter and Mitesh Patel address the ‘mother theme’ of Japanese investing: demographics. Japan’s society continues to age, but what are the implications?
Notes from the Investment Floor: Winter is coming for the UK economy
Richard Buxton appraises the prospects for the global and UK economies, as a variety of challenges present a tough environment for economic growth.
ESG math isn’t so straightforward as it seems
The true environmental impact of an industry such as semiconductors is a complex calculation, says NZS Capital co-founder Brad Slingerlend.
Are you wrong about Japan?
Dan Carter and Mitesh Patel tackle some of the misconceptions about Japan, and look factors such as low carbon technology and inflation.
Asia Pacific for income & growth – but be selective
Asia Pacific continues to provide plenty of attractive growth and income opportunities. But an active approach is key, says Jason Pidcock, Head of Strategy, Asian Income.
Why 2022 could be a good year for Chinese equities
2021 was a difficult year for Chinese equities, but Vincent Che, Fund Manager, Ping An Asset Management, and Oliver Lee, Investment Director, explain why the backdrop is improving.
CoCos remain an oasis in the yield desert
Luca Evangelisti discusses inflation, risk and the outlook for contingent capital, or CoCos, a type of fixed-interest bond issued by banks and financial institutions.
Tightening into a slowdown: central banks risk policy mistake
Higher inflation is putting pressure on central banks to raise interest rates earlier than expected say Ariel Bezalel, Head of Strategy, Fixed Income and Harry Richards, Fund Manager, Fixed Income.
A post-pandemic world would mark a new era
There will be no return to normal, say the team at NZS Capital. Instead they see a continuation of the digitisation trend in which the winners exhibit “non-zero-sumness”.