Slowdown in population growth creates economic time bomb

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The world may not be having enough children to sustain economic growth at current levels.

Notes from the Investment Floor: Demand for green bonds to remain high

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Rhys Petheram looks at trends in bond markets as significant volatility has had multiple underlying causes.

Examining Japan’s green technology credentials

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Dan Carter and Mitesh Patel ask how ready Japan’s corporate sector is to capitalise upon the green technology revolution.

Notes from the Investment Floor: Une année de véritable reprise économique ?

Richard Watts se penche sur la volatilité des marchés boursiers en ce début d’année et évalue les perspectives de croissance économique en 2022.

General Powell’s Last Stand?

General Powell’s Last Stand?

Ned Naylor-Leyland, head of strategy for Gold&Silver, explains the curious divergence in the price of gold and real interest rates and argues that a Fed policy error may be the trigger for a golden rebound.

Notes de l’étage de l’investissement : La marge de manœuvre de la Fed est limitée

Notes from the Investment Floor: The Fed’s scope to tighten is limited 15.12.21

Selon Ariel Bezalel, des facteurs structurels défavorables combinés à des perspectives de croissance et d’inflation modérées pourraient empêcher un resserrement agressif de la Fed.

Demographics: Japan’s ‘mother theme’

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Dan Carter and Mitesh Patel address the ‘mother theme’ of Japanese investing: demographics. Japan’s society continues to age, but what are the implications?

Notes from the Investment Floor: Winter is coming for the UK economy

Notes from the Investment Floor: Winter is coming for the UK economy

Richard Buxton appraises the prospects for the global and UK economies, as a variety of challenges present a tough environment for economic growth.

ESG math isn’t so straightforward as it seems

ESG math isn’t so straightforward as it seems

The true environmental impact of an industry such as semiconductors is a complex calculation, says NZS Capital co-founder Brad Slingerlend.

Avons-nous atteint le pic baissier sur la dette des marchés émergents ?

Have we reached peak bearishness on Emerging Market Debt?

Alejandro Arevalo et l’équipe Emerging Markets Debt de Jupiter affirment que la classe d’actifs pourrait offrir de nombreuses opportunités en 2022, car ses valorisations sont, en relatif, très bon marché.