Active fund management’s edge in mining

Nuggets

Chris Mahoney, investment manager, discusses the key role active managers have in the mining sector by providing equity financing for select listed exploration companies.

Emerging markets: The world’s great engines of growth

Asian City

Leighton Riley, Investment Director, explains why he and the team are optimistic about the outlook for emerging market equities.

High yield bonds: volatility is opportunity

Business people studying graphs

Adam Darling discusses why credit selection is crucial in the current environment as a potential recession could disrupt the asset class.

Higher Inflation and the dilemma for central banks

Absolute-return-/welder-using-grinder-

Mark Nash discusses the difficult choices facing central banks as inflation lingers and what it might mean for absolute return bond strategies.

UK stocks: the road ahead hinges on politics

Feet in right direction

Ed Meier analyses what the macro environment and politics mean for investments in the UK

Notes from the Investment Floor: What’s driving India’s momentum?

Map India

Avinash Vazirani examines the momentum behind the equity market and, while warning that investors must keep their heads, explains why he’s bullish about India’s future.

What central banks are saying about gold

Gold bars

Ned Naylor-Leyland says investors should pay attention to the views of central bankers on gold, especially since the yellow metal is nearing an inflection point.

Inflation in Japan: threat or opportunity?

Japan flag

Dan Carter and Mitesh Patel examine a surprising move from the Bank of Japan – was it a mistake, and what consequences might it have for the Japanese equity market?

Strong tailwinds

Strong tailwinds

Adam Darling and Harry Richards say investors have a once in a generation opportunity to lock in high yields in the investment grade corporate bond market.

The twin risks facing bond investors

The twin risks facing bond investors

Hilary Blandy describes how fixed income markets must weigh up competing risks on rates and inflation. Amid this uncertainty, however, bond investors are paid to wait.