In the digital age, moats may be more sink than swim

Alejandro Arevalo argues that EMD is less overvalued than many areas, and has the breadth to offer attractive opportunities if you know where to look – and what to avoid.

Richard Watts, co-Head of Strategy, UK Small & Mid Cap, examines recent economic data out of the UK and reveals why disruption is here to stay.

Ned Naylor-Leyland gives an update on gold and silver. He believes if just one of the market’s key assumptions is wrong then monetary metals should be due for a rally.

Dan Carter and Mitesh Patel digest the news that Prime Minister Suga will not stand for re-election. Who will take his place?

Salman Siddiqui explains why he doesn’t think China’s focus on ‘common prosperity’ will be negative for the private sector over the longer term.

Ned Naylor-Leyland, Head of Strategy, Gold & Silver, says gold looks interesting at the moment as prices reign much below the peak seen a year ago amid uncertainty posed by new variants of coronavirus.

Investors should shed old thinking about structural barriers to entry, says NZS Capital’s Brad Slingerlend, if they want to invest in companies fit for the Digital Age.

Dan Nickols looks at economic data from the UK for signs of whether May’s slowdown has wider implications or if consumers remain relatively bullish as society reopens.

As the global economy recovers from the pandemic, Jupiter’s Fixed Income Fund Manager Mark Nash explains his team’s nimble approach to navigate the current environment marked by increased government spending and central bank stimulus.

Richard Buxton discusses the curious market mood, which seems to be fretting about growth despite decent macro data, supportive central banks and upbeat company results.

Nick Payne analyses China’s regulatory crackdowns on the education and technology sectors and suggests the best companies can adapt to these changes.

Freddie Woolfe discusses the merits of adding carbon emission data to consumer product labels, and the UK financial regulator’s closer look at ESG investment funds.