Notes from the Investment Floor: Russia – the facts have changed
Ross Teverson reflects on the tragic events in Ukraine and the implications that sanctions and counter-sanctions have for emerging market investors.
The infinite potential of digitalisation
Mark Heslop and Phil Macartney discuss the issues around digitalisation — the opportunities and challenges, and potential benefits for consumers, companies and investors.
Why geopolitics is turning eyes towards gold
Ned Naylor-Leyland, manager of the Jupiter Gold & Silver Fund, assesses prospects for monetary metals in the light of current geopolitics and macroeconomics.
The new era of inflation, tightening and reduced liquidity
Mark Nash discusses how the outlook for risk assets has changed in a period where central banks are raising rates and reducing liquidity in a bid to control inflation.
The journey to net zero: how we analyse bond issuers’ carbon footprints
Harry Richards, Fund Manager, Fixed Income, and Anna Karim, Fixed Income ESG Director, share how their team analyses companies supporting the transition to net zero.
Notes from the Investment Floor: Hawkish Fed and Chinese bond yields
Vikram Aggarwal discusses the implications for risk assets as central banks withdraw support and highlights policy divergence in developed and emerging market countries.
How ready is corporate Japan for the ‘content war’?
The competition for consumer’s time, attention, and money is heating up. Dan Carter and Mitesh Patel discuss how ready corporate Japan is for the ‘content war’.
Why to avoid exchange-traded products when investing in gold
Given a positive backdrop for gold, how can you look to gain exposure? Ned Naylor-Leyland explains the merits of investing through bullion funds rather than ETPs.
China’s decarbonisation roadmap – worth a second look
China has outlined a step-by-step path to net zero and provided specific decarbonisation targets. Patty Cao explains why investors should take note.
Macro Monitor: Bond market returns at risk in 2022
Mark Nash, James Novotny and Huw Davies discuss inflation, the Fed and what a short, sharp cycle of rate hikes may mean for global economic growth.