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

Brian McCormick explains those sitting on the sidelines can take comfort from history, and Luca Evangelisti discusses the outlook for financial bonds.

Business models are adapting to the new digital world. So must investment firms. In this video, Brinton Johns and Joe Furmanski of NZS Capital discuss what we can learn from bees and why it’s important to build resilience and optionality in a portfolio.

Freddie Woolfe reviews what was and wasn’t achieved at COP26 and the implications for the market.

Inflation remains transitory, but it’s putting central banks under pressure and at risk of making a policy mistake, says Ariel Bezalel.

In an article that first appeared on ESG Clarity, Abbie Llewellyn-Waters, Freddie Woolfe, and Jenna Zegleman, of Jupiter’s Global Sustainable Equity strategy, explain why water is not a limitless resource and why investment is essential to its future.

The current macro environment feels like a repeat of the 1970s. All that’s missing is a disco revival … and a big rally for gold. Ned Naylor-Leyland looks at what has driven monetary metals markets so far in 2021, and what the catalysts could be for a turnaround in fortunes.

¿Ha ido la COP26 lo suficientemente lejos? No. ¿Hizo progresos? Inequívocamente, sí, dicen Abbie Llewellyn-Waters y Rhys Petheram. La esperanza de 1,5°C sigue viva... de momento.

Nick Payne discusses how emerging markets companies are actively addressing supply chain fragility in the wake of the pandemic.

Restaurant prices are rising, but is this an isolated effect or the beginning of a genuine inflationary period for Japan? Dan Carter and Mitesh Patel give their view.

Salman Siddiqui discusses China’s move toward carbon neutrality and the investment opportunities it provides.

El equipo de Renta Fija Alternativa de Jupiter comenta la potente mezcla de bajo crecimiento e inflación elevada que sigue agitando los mercados mundiales de renta fija.

Alejandro Arévalo, responsable de Deuda de los Mercados Emergentes, nos ofrece su visión sobre las implicaciones de la crisis de Evergrande para el resto de China, Asia y, en un plano más general, la deuda de los mercados emergentes.