Flexible Bond update: The Fed’s fighting inflation at almost any cost
Ariel Bezalel and Harry Richards discuss a volatile period for fixed income and the latest pivot from the Fed, which the market suspects is making a policy error.
Emerging Market Debt: Peak Fear?
Alejandro Arevalo and Jupiter’s Emerging Markets Debt team say investor sentiment towards Emerging market debt may turn quickly if political and policy macro headwinds ease later this year.
Notes from the Investment Floor: The central banking pantomime
Ned Naylor-Leyland comments on the dynamics in gold and silver markets, as a central banking pantomime has so far had a suppressing effect on prices.
Slowdown in population growth creates economic time bomb
The world may not be having enough children to sustain economic growth at current levels.
Examining Japan’s green technology credentials
Dan Carter and Mitesh Patel ask how ready Japan’s corporate sector is to capitalise upon the green technology revolution.
General Powell’s Last Stand?
Ned Naylor-Leyland, head of strategy for Gold&Silver, explains the curious divergence in the price of gold and real interest rates and argues that a Fed policy error may be the trigger for a golden rebound.
Demographics: Japan’s ‘mother theme’
Dan Carter and Mitesh Patel address the ‘mother theme’ of Japanese investing: demographics. Japan’s society continues to age, but what are the implications?
Notes from the Investment Floor: Winter is coming for the UK economy
Richard Buxton appraises the prospects for the global and UK economies, as a variety of challenges present a tough environment for economic growth.
ESG math isn’t so straightforward as it seems
The true environmental impact of an industry such as semiconductors is a complex calculation, says NZS Capital co-founder Brad Slingerlend.
Are you wrong about Japan?
Dan Carter and Mitesh Patel tackle some of the misconceptions about Japan, and look factors such as low carbon technology and inflation.