Notes from the Investment Floor: Opportunities for quality growth
Mark Heslop explains why pricing power is important when identifying companies that can survive periods of market volatility.
A once in a generation opportunity in fixed income?
Ariel Bezalel and Harry Richards look at a turbulent time in bond markets and explain why, rather than doom and gloom, this could be a once in a generation opportunity.
The gears of Japan’s labour market have seized up
Dan Carter and Mitesh Patel address the question of wage growth in Japan, which remains measly. But is Japan heading for a ‘singularity’ that could finally lift wages?
Finding income in Asia and largely avoiding China
Jason Pidcock discusses how Asia ex-Japan is sometimes wrongly overlooked by equity investors seeking income and why he is largely avoiding China.
Are recession concerns overdone?
Mark Nash and Huw Davies assess the prospects for global growth in an environment of heightened geopolitical tensions, rising inflation and interest rates and China’s zero-Covid policy.
Notes from the Investment Floor: Food, fuel, and geopolitical ESG
John Chatfeild-Roberts gives his assessment on the war in Ukraine and discusses the investment implications for the security and cost of food and fuel.
Systematic global equities: Tackling challenging macro environments
With volatility likely to continue, Matus Mrazik explains how a systematic approach can help to weather tough macro and style environments.
Notes from the Investment Floor: The outlook looks bright for India
Avinash Vazirani explains why India has held up better than many other equity markets year to date, and why the long-term outlook for India still looks positive.
Carbone Sans Frontières: action on carbon leakage
In an article that first appeared on ESG Clarity, Abbie Llewellyn-Waters and Freddie Woolfe discuss the importance of internalising decarbonisation into stock analysis.
Japan’s growth cyclicals: opportunity or trap?
Dan Carter and Mitesh Patel discuss opportunities and risks in the Japanese market, concluding that ‘chance favours only the prepared mind’.