Notes from the Investment Floor: Keep calm and avoid the frothiness
Brian McCormick explains those sitting on the sidelines can take comfort from history, and Luca Evangelisti discusses the outlook for financial bonds.
Methane Cut Pledge Is Big Boost for Transition to Net Zero
Jon Wallace discusses innovations in detecting methane and the importance of an agreement by major nations to reduce emissions of this harmful gas.
Notes from the Investment Floor: What was achieved at COP26?
Freddie Woolfe reviews what was and wasn’t achieved at COP26 and the implications for the market.
Inflation can remain sticky for a while yet … but not forever
Inflation remains transitory, but it’s putting central banks under pressure and at risk of making a policy mistake, says Ariel Bezalel.
Water, water, everywhere
In an article that first appeared on ESG Clarity, Abbie Llewellyn-Waters, Freddie Woolfe, and Jenna Zegleman, of Jupiter’s Global Sustainable Equity strategy, explain why water is not a limitless resource and why investment is essential to its future.
Resilience first in the post-Covid world
Nick Payne discusses how emerging markets companies are actively addressing supply chain fragility in the wake of the pandemic.
Could inflation finally reach Japan?
Restaurant prices are rising, but is this an isolated effect or the beginning of a genuine inflationary period for Japan? Dan Carter and Mitesh Patel give their view.
Macro Monitor: The Fed’s dilemma
Jupiter’s Fixed Income Alternatives team discuss the potent mixture of low growth and high inflation, which continues to animate global bond markets.
China volatility can continue, but don’t ignore the rest of EM right now
Alejandro Arevalo, Head of Emerging Market Debt, gives his views on what the Evergrande crisis means for the rest of China, Asia, and emerging market debt more broadly.
Notes from the Investment Floor: The global economy is on the mend
Mark Richards says any policy tightening should be seen more as withdrawal of extremely accommodative policies rather than the start of a hiking cycle.