Could inflation finally reach Japan?
Restaurant prices are rising, but is this an isolated effect or the beginning of a genuine inflationary period for Japan? Dan Carter and Mitesh Patel give their view.
China volatility can continue, but don’t ignore the rest of EM right now
Alejandro Arevalo, Head of Emerging Market Debt, gives his views on what the Evergrande crisis means for the rest of China, Asia, and emerging market debt more broadly.
Notes from the Investment Floor: The global economy is on the mend
Mark Richards says any policy tightening should be seen more as withdrawal of extremely accommodative policies rather than the start of a hiking cycle.
Biodiversity: Sustainable investing’s new frontier?
Abbie Llewellyn-Waters, Head of Sustainable Investing, explains why Biodiversity is the next big theme for sustainable investing.
Go with the FLO: a new alpha model factor
Jupiter’s Systematic Equities team has explored the potential of analysing portfolio allocations and fund flows data, resulting in a new factor for their alpha model.
Notes from the Investment Floor: Markets grapple with stagflation
James Novotny discusses stagflation and asks whether central banks are about to make a mistake.
COP 26: What to expect from climate change’s key event
Abbie Llewellyn-Waters, Head of Sustainable Investing, looks ahead to the landmark summit and shares what investors should look out for.
Notes from the Investment Floor: The energy squeeze is here to stay
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?
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
Ariel Bezalel, Head of Strategy, Fixed Income at Jupiter Asset Management, explains why investors should not be worried about the threat of stagflation.