Trip note: Turkey’s most important election in recent history
Reza Karim discusses his recent trip to Turkey, where he met several government officials, local political experts and pollsters ahead of the upcoming election.
What’s behind the rise in gold and silver?
Ned Naylor-Leyland and Daniel March discuss the macro, market and technical factors behind the bullish moves in gold and silver.
The best that the Asia Pacific region can offer
Jason Pidcock and Sam Konrad outline the diverse opportunities in the Asia Pacific region, particularly the complementary strengths of Australia and India.
‘Gradually, then suddenly’: monetary tightening starts to bite
Accidents have already disrupted markets, but are there more to come? How soon might the Federal Reserve loosen policy? Ariel Bezalel and Harry Richards give their view.
Not banking on it
Phil Macartney, European equities investment manager, argues that bank shares carry more risk than reward and should be avoided – even in the best of times.
Tuning out the noise to find great European smaller companies
Phil Macartney says an indiscriminate selloff in European small caps has created opportunities to invest in undervalued companies with robust fundamentals.
India: Interestingly poised
Avinash Vazirani and Colin Croft provide a comprehensive account of the prospects for various sectors after a recent visit to India.
Emerging market CoCos: Keep calm
Alejandro Arevalo and Reza Karim discuss how the Credit Suisse rescue deal has impacted emerging markets, and why this volatility presents exciting opportunities for EM investors.
US and EU ‘IRA’: made in China?
The EU’s efforts to catch up with the US’s massive move to support strategic green industries, jobs and clean technology signal a new era, writes Jupiter’s Environmental Solutions team.
Outlook 2023: Environmental solutions are crossing a watershed
As financial markets struggle for direction, Jon Wallace and Noelle Guo discuss the unavoidable trends shaping the future.