Notes from the Investment Floor: Fixed income is attractive once again
Ariel Bezalel discusses the possibility of an imminent recession and prospects for inflation amid aggressive rate increases by central banks.
Darkest before dawn for European equities?
The European equities team analyses negative performance in the region’s equity market and says in times of economic uncertainty good businesses prove their worth.
EMD: A tale of two West African nations
Reza Karim, investment manager, fixed income – EMD, analyses the economic realities and investment opportunities in Nigeria and Ghana, following a recent visit.
Notes from the Investment Floor: Is Japan the place to be?
Mitesh Patel discusses the outlook for Japan as inflation, although rising, is far lower than other developed markets. What does this mean for investors?
Risk-free, risky or just a reserve?
Ned Naylor-Leyland expects gold’s allure to increase as the dollar’s dominance diminishes.
Crunch time
Ariel Bezalel and Harry Richards say concerns over financial stability risks and lower growth may eventually force central banks to pivot, which must augur well for long-term investors.
Notes from the Investment Floor: Gilts gyrate, refinancing costs rise
Andrew Rubins, Investment Manager, Fixed Income, discusses the recent volatility in UK bond market and how the rising cost of refinancing bonds will impact companies.
Alternatives come to the fore
Three alternatives fund managers reflect on markets in 2022 and on the importance of diversification.
India nipping at China’s heels
China’s dominance as the world’s manufacturing hub of choice may be coming to an end as political and economic changes shift the balance to India, says Nick Payne.
Jupiter Fixed Income Engagement Review – September 2022
In 2022, the Jupiter Fixed Income team have engaged with over 40 companies within their portfolios on ESG issues.