Carbone Sans Frontières: action on carbon leakage
In an article that first appeared on ESG Clarity, Abbie Llewellyn-Waters and Freddie Woolfe discuss the importance of internalising decarbonisation into stock analysis.
Japan’s growth cyclicals: opportunity or trap?
Dan Carter and Mitesh Patel discuss opportunities and risks in the Japanese market, concluding that ‘chance favours only the prepared mind’.
Sleepwalking into an energy crisis
Richard Buxton argues that energy security means more natural gas, being honest about the clean energy transition and preparing for years of high energy prices.
In the digital age, moats may be more sink than swim
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.
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Carbone Sans Frontières: action on carbon leakage
Carbone Sans Frontières: action on carbon leakage
In an article that first appeared on ESG Clarity, Abbie Llewellyn-Waters and Freddie Woolfe discuss the importance of internalising decarbonisation into stock analysis.
Tiempo de lectura -7 min.
16.05.2022
Japan’s growth cyclicals: opportunity or trap?
Japan’s growth cyclicals: opportunity or trap?
Dan Carter and Mitesh Patel discuss opportunities and risks in the Japanese market, concluding that ‘chance favours only the prepared mind’.
Tiempo de lectura -6 min.
12.05.2022
Sleepwalking into an energy crisis
Sleepwalking into an energy crisis
Richard Buxton argues that energy security means more natural gas, being honest about the clean energy transition and preparing for years of high energy prices.
Tiempo de lectura -6 min.
12.05.2022
El zen y el arte del análisis bursátil
El zen y el arte del análisis bursátil
La cruda realidad para los inversores es que el futuro es sumamente difícil de predecir. Por ello, en lugar de intentarlo, la mejor estrategia probablemente sea centrarse en la adaptabilidad y en las empresas que están impulsando la transformación digital de la economía mundial, afirma Brad Slingerlend de NZS Capital, la firma de inversión en empresas innovadoras con sede en Denver.
Tiempo de lectura -6 min.
12.05.2022
Notes from the Investment Floor: A ‘profit warning rich’ environment
Notes from the Investment Floor: A ‘profit warning rich’ environment
With volatility spiking, Errol Francis looks at the pressures on markets, as commentary on the economic outlook worsens and the market reacts in indiscriminate fashion.
Tiempo de lectura -5 min.
12.05.2022
Webcast: Taking stock of a turbulent world
Webcast: Taking stock of a turbulent world
Listen to the latest webcast from Ariel Bezalel and Harry Richards, who examine the path for inflation and growth, the potential opportunities for fixed income investors, and how the portfolios are positioned heading into 2022.
11.05.2022
La Reserva Federal y la inflación: ¿los árboles no dejan ver el bosque?
La Reserva Federal y la inflación: ¿los árboles no dejan ver el bosque?
El crecimiento mundial está topándose con dificultades y la inflación podría aminorar en los próximos meses. ¿Hasta qué punto pueden endurecer sus políticas los bancos centrales? Ariel Bezalel y Harry Richards comparten su visión.
Tiempo de lectura -7 min.
06.05.2022
Notes from the Investment Floor: Consumers chill on Netflix
Notes from the Investment Floor: Consumers chill on Netflix
As consumers tighten their belts with lower discretionary spending, Adam Darling discusses the impact on credit markets of a higher inflation, lower growth environment.
Tiempo de lectura -6 min.
05.05.2022
Green bonds – in search of dispersion
Green bonds – in search of dispersion
Rhys Petheram examines dispersion in the green bond market, the investment opportunities this presents and how it compares to the broader market.
Tiempo de lectura -7 min.
04.05.2022
Systematic Equities Q1 2022 webcast
Systematic Equities Q1 2022 webcast
Dr Amadeo Alentorn and Matus Mrazik present their quarterly review of the Jupiter Merian Systematic Equities funds.
03.05.2022
Notes from the Investment Floor: La calidad puede prosperar en medio de la volatilidad
Notes from the Investment Floor: La calidad puede prosperar en medio de la volatilidad
Nick Payne examina cómo los recientes acontecimientos macroeconómicos han generado vientos en contra para los inversores de los mercados emergentes.
Tiempo de lectura -5 min.
28.04.2022
Safeguarding Biodiversity: Taking a leaf out of climate initiatives
Safeguarding Biodiversity: Taking a leaf out of climate initiatives
Rhys Petheram and Laura Conigliaro highlight the importance of systematically integrating biodiversity into the investment process.
Tiempo de lectura -7 min.
26.04.2022
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