Notes from the Investment Floor: The energy squeeze is here to stay
![someone holding a candle up to a fuse box](https://www.jupiteram.com/uploads/2021/10/24b0103c7c18190f9ee17911cd3b23c3/101217-nftif-energy-squeeze-14.10-web-tile-500x300px.jpg)
Luke Kerr talks about the impact of energy prices and supply chain issues on inflation. Could this presage an economic crisis?
A politician’s politician: is Kishida a missed opportunity for Japan?
![A politician’s politician: is Kishida a missed opportunity for Japan?](https://www.jupiteram.com/uploads/2021/10/b27b0d7de50462eab2cc4c99bccb3bdb/101214-dcmp-a-politicians-politician-12.10.21-web-tile-500x300px.jpg)
Dan Carter and Mitesh Patel outline the ramifications of the appointment of Fumio Kishida as Japanese Prime Minister. He’s a “politician’s politician”, but will a Kishida premiership be a missed opportunity for Japan?
No need to fear the deer: why stagflation is not a long-term concern for fixed-income investors
![Close up of a stag](https://www.jupiteram.com/uploads/2021/10/4f2ed949cbaee9bdc30a87161833a6b1/101211-ariel-fi-stagflation-11.10.21-web-tile-500x300px-uk.jpg)
Ariel Bezalel, Head of Strategy, Fixed Income at Jupiter Asset Management, explains why investors should not be worried about the threat of stagflation.
Stablecoin scrutiny offers clues to cryptocurrency regulation
![101202 NZS-Stablecoin-Scrutiny-6.10.21-WEB-TILE-500x300px](https://www.jupiteram.com/uploads/2021/10/00b67fbab0c7d4526271301d7c462f6a/101202-nzs-stablecoin-scrutiny-6.10.21-web-tile-500x300px.jpg)
Governments are watching the growth of stablecoins, says NZS Capital’s Brad Slingerlend. How they are regulated may provide pointers to the future of cryptocurrency.
Notes from the Investment Floor: Is Evergrande China’s Lehman moment?
![View of building from bottom of stairs](https://www.jupiteram.com/uploads/2021/10/d273d714675f42156ad68db480594b4b/101194-nftif-evergrande-01.10.21-web-tile-500x300px.jpg)
Nick Payne assesses the latest developments in the Evergrande saga, while Matt Cable discusses a thriving UK IPO market.
Inflation: demographics, narrative, and the snow globe economy
![Snowglobe](https://www.jupiteram.com/uploads/2021/10/b75cad0c9b38ab1ee99296784432b7b4/101191-snow-globe-economy-30.09.21-web-tile-500x300px.jpg)
Ariel Bezalel, Ned Naylor-Leyland and Talib Sheikh examine the inflation debate and the implications it has for their asset classes.
Notes from the Investment Floor: A grim economic outlook?
![People carrying umbrellas in the rain](https://www.jupiteram.com/uploads/2021/09/7a984818a2b17154749dcab8eb42803c/101183-nftif-grim-economic-outlook-web-tile-23.09.jpg)
Vikram Aggarwal analyses what the Evergrande crisis and a deteriorating economic outlook means for the overall market environment.
Keep clipping the coupon, but be selective
![101169-EM-looking-for-opps-15.09.21-WEB-TILE-500x300px](https://www.jupiteram.com/uploads/2021/09/e99551209024523d1275b01568e655d6/101169-em-looking-for-opps-15.09.21-web-tile-500x300px.jpg)
Alejandro Arevalo argues that EMD is less overvalued than many areas, and has the breadth to offer attractive opportunities if you know where to look – and what to avoid.
Japan rolls the dice again as Suga steps down
![4 dice being rolled landing](https://www.jupiteram.com/uploads/2021/09/e88de61435377e25a0c8a93663a42a16/101157-dcmp-japan-rolls-dice-9.09.21-web-tile-500x300px.jpg)
Dan Carter and Mitesh Patel digest the news that Prime Minister Suga will not stand for re-election. Who will take his place?
Notes from the Investment Floor: ‘Common prosperity’ in China
![101152-NftIF-Common-Prosperity-08.09.21-WEB-TILE-500x300px](https://www.jupiteram.com/uploads/2021/09/996357284bb62029c98799befd7d57f9/101152-nftif-common-prosperity-08.09.21-web-tile-500x300px.jpg)
Salman Siddiqui explains why he doesn’t think China’s focus on ‘common prosperity’ will be negative for the private sector over the longer term.