Notes from the Investment Floor: The case for emerging market optimism
Salman Siddiqui discusses three key reasons for optimism around emerging market equities this year.
What might a recession mean for high yield investors?
Adam Darling says a global recession looks probable and may bring opportunities in high yield bonds for active investors.
Notes from the Investment Floor: Moving towards a pause?
James Novotny assesses the prospects for the global economy and how that could mean for rate increases.
Inching closer towards rate cuts
Ariel Bezalel and Harry Richards say global growth will continue to slow in the coming months, dragging inflation further down, increasing the likelihood of rate cuts towards the end of the year.
No ‘fear of missing out’ on China
Jason Pidcock and Sam Konrad explain why they have no ‘fear of missing out’ over China, and why talk of a reopening boom might be overplayed.
Gold, diversification and central banks
Ned Naylor-Leyland discusses the diversification properties of gold, the recent price rally and why central banks have ramped up their purchases.
Notes from the Investment Floor: Don’t believe in immaculate tightening
Harry Richards discusses the likelihood of recession, and whether its credible that monetary policy could tighten so much without negative ramifications for the economy.
Macro monitor: Is the bond rally overdone?
Mark Nash, Huw Davies and James Novotny analyse the global growth and inflation environment and what the evolving scenario means for the fixed income markets.
A change in fortune for bond markets?
Optimism around fixed income was rare in 2022, but there are reasons to believe 2023 may see a change in fortune for bond markets, say Ariel Bezalel and Harry Richards.
Notes from the Investment Floor: 3 key topics for investors in Japan
Dan Carter discusses three of the key factors for investors in Japan to be thinking about now, especially in light of the Bank of Japan’s surprising policy moves.