COP 26: What to expect from climate change’s key event
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?
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
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
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.
Notes from the Investment Floor: Is Evergrande China’s Lehman moment?
Nick Payne assesses the latest developments in the Evergrande saga, while Matt Cable discusses a thriving UK IPO market.
Inflation: demographics, narrative, and the snow globe economy
Ariel Bezalel, Ned Naylor-Leyland and Talib Sheikh examine the inflation debate and the implications it has for their asset classes.
Generating returns in a zero-yield world
Mark Nash discusses alternative ways for fixed income investors to generate returns in a zero-yield world, through flexibility and controlled risk management.
Notes from the Investment Floor: A grim economic outlook?
Vikram Aggarwal analyses what the Evergrande crisis and a deteriorating economic outlook means for the overall market environment.
A strategy for all seasons
Mark Nash explains the merits of an ‘absolute return’ approach to fixed income, in an era of dramatically changed policymaking when fundamentals are no longer enough.
Gold & Silver update
Ned Naylor-Leyland gives an update on gold and silver. He believes if just one of the market’s key assumptions is wrong then monetary metals should be due for a rally.