Inflation is last year’s problem – but what’s next?
Central banks continue to fight inflation, but Ariel Bezalel and Harry Richards argue that it’s last year’s concern. So what should the Fed be worried about now?
The head and the heart in investing
Amadeo Alentorn, lead investment manager, Jupiter systematic, reflects on the importance of head and heart in understanding investor behaviour and markets.
Notes from the Investment Floor: Searching for Europe’s best companies
Phil Macartney discusses market valuations for companies in Europe, the impact of geopolitics and how small cap investing is sometimes misunderstood.
US economy set to soften in second half
Huw Davies analyses the implication of the US debt ceiling deal on the markets and the economy.
A deep deficit for silver
Ned Naylor-Leyland and Daniel March discuss why demand for silver is outstripping supply and what this imbalance may mean for investors in the white metal.
European equities – not a market to ignore
Caroline Cantor, Mark Nichols and Mark Heslop discuss European equities’ performance, valuation and diversification properties – and share a few surprising facts.
Japan: good value, or just cheap?
Dan Carter and Mitesh Patel address the topic of share price valuations in the Japanese
market. They’re undeniably low, but are Japanese stocks good value, or just cheap?
Bonds: Finding value in a lopsided world
Mark Nash, Huw Davies and James Novotny discuss the divergence in monetary policy between the US and Europe and how that’s creating opportunities in the bond markets.
Notes from the Investment Floor: The stage is set for emerging markets
Nick Payne reflects on the differing fortunes of developed and emerging markets, as the stage seems set for emerging markets to come to the fore once again.
Notes from the Investment Floor: EMD – in “wait and see” mode
Alejandro Arevalo explains what’s happened in emerging market debt year to date, and why it’s important to focus on differentiation when investing in the asset class.