Fed and inflation: missing the wood for the trees?
The global growth impulse is facing headwinds and inflation may fade in the coming months. How far can central banks tighten? Ariel Bezalel and Harry Richards share their views.
Notes from the Investment Floor: Consumers chill on Netflix
As consumers tighten their belts with lower discretionary spending, Adam Darling discusses the impact on credit markets of a higher inflation, lower growth environment.
Notes from the Investment Floor: Quality can thrive through volatility
Nick Payne examines how recent macroeconomic events have produced headwinds for emerging market investors.
Energy shock: looking at both sides of the coin
Jon Wallace and Noelle Guo say the energy shock faced by consumers now is reminiscent of the 1970s, which may boost usage of existing energy efficient technologies and spawn new ones.
Gold tantalisingly poised for an all-time high
Ned Naylor-Leyland, Head of Gold and Silver, says gold prices may hit fresh highs soon as soaring inflation and muted central bank containment measures spur wider demand for the precious metal.
Macro Monitor: Big macro changes are brewing…
Mark Nash, James Novotny and Huw Davies discuss a busy outlook for central banks, as inflation surges and US real interest rates hit record lows.
Enyasu or endaka? Japan’s currency conundrum
Dan Carter and Mitesh Patel discuss what is driving the value of the yen, commonly considered a safe haven currency, but which has slumped recently versus the US dollar.
Examining the knock-on effects of the Ukraine crisis for fixed income investors
Mark Nash examines how events in Ukraine have affected the outlook for inflation and the prospect of central bank tightening and what this means for fixed income investors.
CoCos: The right instrument in a troubled world?
Luca Evangelisti, explains how Contingent Capital bonds, or CoCos for short, have shown resiliency through recent events and have the potential to offer investors value thanks to their superior liquidity profile and the strong financial position of banks.
Notes from the Investment Floor: Why gold and silver could break out
Ned Naylor-Leyland discusses why the price of gold may be approaching an inflection point and what this would mean for silver and for mining equities.