Finding income in Asia and largely avoiding China
Jason Pidcock discusses how Asia ex-Japan is sometimes wrongly overlooked by equity investors seeking income and why he is largely avoiding China.
Are recession concerns overdone?
Mark Nash and Huw Davies assess the prospects for global growth in an environment of heightened geopolitical tensions, rising inflation and interest rates and China’s zero-Covid policy.
Notes from the Investment Floor: Food, fuel, and geopolitical ESG
John Chatfeild-Roberts gives his assessment on the war in Ukraine and discusses the investment implications for the security and cost of food and fuel.
Emerging market debt: Winners and losers
Alejandro Arevalo and Jupiter’s Emerging Markets Debt team weigh the opportunities as well as potential risks in the asset class amid rising inflation, tighter policies and geopolitical tensions.
Systematic global equities: Tackling challenging macro environments
With volatility likely to continue, Matus Mrazik explains how a systematic approach can help to weather tough macro and style environments.
Emerging market debt: Is this as bad as it gets?
Reza Karim explains how the asset class has fared this year and which segments of the market offer potential opportunities for investors.
Notes from the Investment Floor: The outlook looks bright for India
Avinash Vazirani explains why India has held up better than many other equity markets year to date, and why the long-term outlook for India still looks positive.
Carbone Sans Frontières: action on carbon leakage
In an article that first appeared on ESG Clarity, Abbie Llewellyn-Waters and Freddie Woolfe discuss the importance of internalising decarbonisation into stock analysis.
Japan’s growth cyclicals: opportunity or trap?
Dan Carter and Mitesh Patel discuss opportunities and risks in the Japanese market, concluding that ‘chance favours only the prepared mind’.
Sleepwalking into an energy crisis
Richard Buxton argues that energy security means more natural gas, being honest about the clean energy transition and preparing for years of high energy prices.