Outlook 2023: Asia Pacific – Home to a wealth of world-class businesses

Earth sun rise Australia and New Zealand

What can we expect from Asia Pacific (ex Japan) markets in 2023? Jason Pidcock and Sam Konrad give their views and discuss the key attributes they look for in companies.

Outlook 2023: Heading towards a soft landing?

Tandem sky divers landing in field with parachute

After a turbulent year for fixed income markets following a series of rate increases, Mark Nash, Huw Davies and James Novotny say pockets of opportunities have emerged in the asset class as growth and inflation begin to slow.

Outlook 2023: Japan’s uneasy equilibrium

Stack of colorful balanced stones at the sea

Dan Carter sees the reasons for optimism and caution as existing in an uneasy equilibrium, but on balance he is hopeful for attractive returns from Japan in 2023.

Autumn Statement reaction: the UK ‘faces into the storm’

Mixed Race Businessman Struggling With Umbrella In Storm

Richard Buxton assesses the Autumn Statement, in which Jeremy Hunt fought to please markets, the public and his party as the UK faces recession.

Shariah investing: Going beyond exclusions

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Salman Siddiqui explains why he thinks Shariah-compliant investing should go beyond a screening process, to incorporate broader ESG considerations too.

Asian income: Successfully navigating turbulent markets

the world

Against a particularly challenging macro backdrop, Jason Pidcock and Sam Konrad reflect on some of the investment decisions they’ve made this year.

Notes from the Investment Floor: Is Japan the place to be?

Cherry blossom tree with Mount Fuji in the background

Mitesh Patel discusses the outlook for Japan as inflation, although rising, is far lower than other developed markets. What does this mean for investors?

Risk-free, risky or just a reserve?

Open Safe With Gold Inside

Ned Naylor-Leyland expects gold’s allure to increase as the dollar’s dominance diminishes.

Crunch time

Business risk insurance, stock market concept,

Ariel Bezalel and Harry Richards say concerns over financial stability risks and lower growth may eventually force central banks to pivot, which must augur well for long-term investors.

Notes from the Investment Floor: Gilts gyrate, refinancing costs rise

Stormy evening clouds over the financial towers of the City of London, as seen from across the river Thames.

Andrew Rubins, Investment Manager, Fixed Income, discusses the recent volatility in UK bond market and how the rising cost of refinancing bonds will impact companies.