Seeking true diversification during market turmoil
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Investors face problems in finding diversification when both global equities and bond markets fall. In such environments, the advantages of an allocation to uncorrelated assets are clear.
A Rich Vein of Opportunity for Gold and Silver Miners
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Ned Naylor-Leyland, Investment Manager for Gold & Silver, assesses the prospects for the unloved shares of gold & silver miners and a possible shift in Fed policy.
Notes from the Investment Floor: Why’s Japan’s inflation still so low?
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Dan Carter discusses the macroeconomic dynamics at play in Japan, as the ‘immovable object’ of domestic deflation meets the ‘unstoppable force’ of global inflation.
Notes from the Investment Floor: Seeking sustainable investment ideas
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Freddie Woolfe, Investment Analyst, Global Sustainable Equities discusses the team’s approach to identifying investment ideas.
Preparing for the sugar crash: opportunities in high yield credit
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Adam Darling (Investment Manager, Fixed Income) argues that high yield’s tough year can get tougher still: but the best buying opportunity in decades may be near.
Japan after Abe: the political impact of a shocking tragedy
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Dan Carter and Mitesh Patel digest the shocking news that former PM Shinzo Abe was murdered last week and discuss the potential political ramifications.
Notes from the Investment Floor: Could China rebound in H2 2022?
![Cargo from China](https://www.jupiteram.com/uploads/2022/07/71f15cc9156a3f3a638436634459ec85/crargo-from-china-.jpg)
Salman Siddiqui discusses how emerging markets are coping with the economic backdrop, and points to reasons why the 2nd half of the year could see a turnaround for China.
Notes from the Investment Floor: The world of environmental solutions
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Noelle Guo explains the opportunities available to investors in environmental solutions, such as tackling climate change and the need for natural capital restoration.
Notes from the Investment Floor: Opportunities for quality growth
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Mark Heslop explains why pricing power is important when identifying companies that can survive periods of market volatility.
A once in a generation opportunity in fixed income?
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Ariel Bezalel and Harry Richards look at a turbulent time in bond markets and explain why, rather than doom and gloom, this could be a once in a generation opportunity.