The new era of inflation, tightening and reduced liquidity
Mark Nash discusses how the outlook for risk assets has changed in a period where central banks are raising rates and reducing liquidity in a bid to control inflation.
The journey to net zero: how we analyse bond issuers’ carbon footprints
Harry Richards, Fund Manager, Fixed Income, and Anna Karim, Fixed Income ESG Director, share how their team analyses companies supporting the transition to net zero.
A reality check of China’s embattled real estate sector: Trip notes
Xuchen Zhang, Credit Analyst, Emerging Market Debt, sheds light on China’s beleaguered property sector after a recent visit. In view of the on-the-ground realities, Alejandro Arevalo, Head of Emerging Market Debt, and Xuchen consider prospective opportunities and potential challenges in the market.
Notes from the Investment Floor: Hawkish Fed and Chinese bond yields
Vikram Aggarwal discusses the implications for risk assets as central banks withdraw support and highlights policy divergence in developed and emerging market countries.
Jupiter Value Equities Team: 2021 Stewardship and Global Value Report
The Value Equities team explains in this report how stewardship is a crucial component of its strategy.
How ready is corporate Japan for the ‘content war’?
The competition for consumer’s time, attention, and money is heating up. Dan Carter and Mitesh Patel discuss how ready corporate Japan is for the ‘content war’.
Why to avoid exchange-traded products when investing in gold
Given a positive backdrop for gold, how can you look to gain exposure? Ned Naylor-Leyland explains the merits of investing through bullion funds rather than ETPs.
China’s decarbonisation roadmap – worth a second look
China has outlined a step-by-step path to net zero and provided specific decarbonisation targets. Patty Cao explains why investors should take note.
Can the Fed get it right this time?
Mark Nash discusses the outlook for inflation, the prospect of central bank tightening and whether the Fed can avoid repeating past mistakes.
Notes from the Investment Floor: Why boring isn’t bad in bond markets
Harry Richards examines how bond markets have reacted to increased interest rate expectations and explains why ‘boring’ isn’t bad in bond markets.