Notes from the Investment Floor: ‘Common prosperity’ in China
Salman Siddiqui explains why he doesn’t think China’s focus on ‘common prosperity’ will be negative for the private sector over the longer term.
Will gold regain its lustre as stimulus kindles inflation hopes?
Ned Naylor-Leyland, Head of Strategy, Gold & Silver, says gold looks interesting at the moment as prices remain much below the peak seen a year ago amid uncertainty posed by new variants of coronavirus.
In the digital age, moats may be more sink than swim
Investors should shed old thinking about structural barriers to entry, says NZS Capital’s Brad Slingerlend, if they want to invest in companies fit for the Digital Age.
Notes from the Investment Floor: Is the market worrying too much?
Richard Buxton discusses the curious market mood, which seems to be fretting about growth despite decent macro data, supportive central banks and upbeat company results.
Notes from the Investment Floor: The carbon footprint fine print
Freddie Woolfe discusses the merits of adding carbon emission data to consumer product labels, and the UK financial regulator’s closer look at ESG investment funds.
Opportunities in impact investing for climate change
Jon Wallace explains how the pace of action to halt climate change must step up dramatically and the challenges and investment opportunities that may result.
Notes from the Investment Floor: Staying positive on US high yield
Charlie Spelina, Credit Analyst, discusses the performance of US high yield this year, why he sees room for further growth and what themes that may play out in H2.
How to engage and influence companies for a winning strategy
Edward Bonham Carter, director of stewardship and corporate responsibility, Ashish Ray, head of governance & sustainability, and Andrew Mortimer, governance & sustainability analyst, shine a light on how we effect behavioural change in companies for the benefit of our investors and the wider world.
Don’t fear the Fed
The Federal Reserve’s hawkish shift at the June meeting took markets by surprise. Is tighter policy a headwind for emerging markets?
Notes from the Investment Floor: Disruption ahead for the gold market?
Ned Naylor-Leyland discusses disruptive changes to the gold market, and Alejandro di Bernardo explains why EMD will remain attractive even if Treasury yields rise.