Trip note: Turkey’s most important election in recent history
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Reza Karim discusses his recent trip to Turkey, where he met several government officials, local political experts and pollsters ahead of the upcoming election.
What’s behind the rise in gold and silver?
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Ned Naylor-Leyland and Daniel March discuss the macro, market and technical factors behind the bullish moves in gold and silver.
The best that the Asia Pacific region can offer
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Jason Pidcock and Sam Konrad outline the diverse opportunities in the Asia Pacific region, particularly the complementary strengths of Australia and India.
‘Gradually, then suddenly’: monetary tightening starts to bite
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Accidents have already disrupted markets, but are there more to come? How soon might the Federal Reserve loosen policy? Ariel Bezalel and Harry Richards give their view.
Not banking on it
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Phil Macartney, European equities investment manager, argues that bank shares carry more risk than reward and should be avoided – even in the best of times.
ESG integration for macro investors
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Mark Nash, Huw Davies and James Novotny explain how they integrate ESG into their macro investment process.
Tuning out the noise to find great European smaller companies
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Phil Macartney says an indiscriminate selloff in European small caps has created opportunities to invest in undervalued companies with robust fundamentals.
India: Interestingly poised
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Avinash Vazirani and Colin Croft provide a comprehensive account of the prospects for various sectors after a recent visit to India.
Emerging market CoCos: Keep calm
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Alejandro Arevalo and Reza Karim discuss how the Credit Suisse rescue deal has impacted emerging markets, and why this volatility presents exciting opportunities for EM investors.
US and EU ‘IRA’: made in China?
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The EU’s efforts to catch up with the US’s massive move to support strategic green industries, jobs and clean technology signal a new era, writes Jupiter’s Environmental Solutions team.