Notes from the Investment Floor: Could China rebound in H2 2022?
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
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
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?
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.
Jupiter Merlin Weekly: Central banks hit the panic button
The Jupiter Merlin team examine the efforts of central banks to manage inflation, as the Federal Reserve and European Central Bank appear to hit the panic button.
The gears of Japan’s labour market have seized up
Dan Carter and Mitesh Patel address the question of wage growth in Japan, which remains measly. But is Japan heading for a ‘singularity’ that could finally lift wages?
Jupiter Merlin Weekly: Inflation pinches as Putin puts West in a vice
The Jupiter Merlin team look at the tough choices inflation is putting on consumers, and the ways Russia is exploiting the situation in global commodity markets.
Finding income in Asia and largely avoiding China
Jason Pidcock discusses how Asia ex-Japan is sometimes wrongly overlooked by equity investors seeking income and why he is largely avoiding China.
Are recession concerns overdone?
Mark Nash and Huw Davies assess the prospects for global growth in an environment of heightened geopolitical tensions, rising inflation and interest rates and China’s zero-Covid policy.
Notes from the Investment Floor: Food, fuel, and geopolitical ESG
John Chatfeild-Roberts gives his assessment on the war in Ukraine and discusses the investment implications for the security and cost of food and fuel.