Inflation can remain sticky for a while yet … but not forever
Inflation remains transitory, but it’s putting central banks under pressure and at risk of making a policy mistake, says Ariel Bezalel.
Water, water, everywhere
In an article that first appeared on ESG Clarity, Abbie Llewellyn-Waters, Freddie Woolfe, and Jenna Zegleman, of Jupiter’s Global Sustainable Equity strategy, explain why water is not a limitless resource and why investment is essential to its future.
Resilience first in the post-Covid world
Nick Payne discusses how emerging markets companies are actively addressing supply chain fragility in the wake of the pandemic.
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.