Bonds: A story of twists and turns
Mark Nash, Huw Davies and James Novotny believe the turbulence faced by banks may spur central banks to reverse their restrictive monetary policy stance.
What Credit Suisse may mean for contingent capital and European banks
Luca Evangelisti and Paridhi Garg discuss the potential impact of the Credit Suisse sale on European banks, contingent capital and financials investing.
Is this banking crisis the same old story?
Since the Global Financial Crisis, regulators and policy makers have worked to avoid a repeat. Yet banks are in trouble again. Is this the same old story?
Reflecting on reflections from Japan
Dan Carter considers the challenges Japanese equites face and outlines the approach he has taken to overcoming these as an investor in the asset class.
Budget reaction: A glass half full Budget for the optimists
Richard Buxton assesses Jeremy Hunt’s first full budget, in which the Chancellor sought to incentivise companies to invest in and encourage re-participation in the workforce.
Calm before a golden M&A storm?
Ned Naylor-Leyland discusses the recent uptick in merger and acquisition activity among gold miners and whether the trend has further to go.
Notes from the Investment Floor: European companies are upbeat on 2023
Mark Nichols says European companies are reporting positive trends on demand, pricing and the impact of China’s reopening.
Notes from the Investment Floor: The mood music is starting to lift
Jon Wallace looks at the impact that a moderation in inflation, and structurally higher energy prices, are having on environmental solutions businesses.
Notes from the Investment Floor: The case for emerging market optimism
Salman Siddiqui discusses three key reasons for optimism around emerging market equities this year.
What might a recession mean for high yield investors?
Adam Darling says a global recession looks probable and may bring opportunities in high yield bonds for active investors.