Budget reaction: A glass half full Budget for the optimists
Richard Buxton assesses Jeremy Hunt’s first full budget, in which the Chancellor sought to incentivise companies to invest in and encourage re-participation in the workforce.
Notes from the Investment Floor: Yield is back for bonds
Vikram Aggarwal sets the scene for bond markets in 2023, as yield finally returns to the asset class. Could market fears transfer from duration to credit quality in 2023?
Outlook 2023: Shunning predictions to focus on sustainable trends
The team at NZS Capital explain why they don’t make macro forecasts or try to predict when market focus will shift, but instead look for sustainable investable trends.
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Budget reaction: A glass half full Budget for the optimists
Budget reaction: A glass half full Budget for the optimists
Richard Buxton assesses Jeremy Hunt’s first full budget, in which the Chancellor sought to incentivise companies to invest in and encourage re-participation in the workforce.
Read time- 4 min.
15.03.2023
Notes from the Investment Floor: Yield is back for bonds
Notes from the Investment Floor: Yield is back for bonds
Vikram Aggarwal sets the scene for bond markets in 2023, as yield finally returns to the asset class. Could market fears transfer from duration to credit quality in 2023?
Read time- 4 min.
12.01.2023
Outlook 2023: Shunning predictions to focus on sustainable trends
Outlook 2023: Shunning predictions to focus on sustainable trends
The team at NZS Capital explain why they don’t make macro forecasts or try to predict when market focus will shift, but instead look for sustainable investable trends.
Read time- 5 min.
30.11.2022
Outlook 2023: Recession, but that needn’t be bad for bonds
Outlook 2023: Recession, but that needn’t be bad for bonds
Adam Darling looks ahead to the prospect of bad economic news in 2023, but explains why he hasn’t been this optimistic about bond markets for years.
Read time- 5 min.
30.11.2022
Outlook 2023: Is the time ripe for emerging markets?
Outlook 2023: Is the time ripe for emerging markets?
Nick Payne explains why he believes emerging markets are poised for a recovery after a challenging year.
Read time- 6 min.
30.11.2022
Outlook 2023: Europe, is it dawn yet?
Outlook 2023: Europe, is it dawn yet?
Mark Nichols and Mark Heslop discuss why they are staying positive, and the subtle difference between investing in European companies and investing in Europe.
Read time- 5 min.
30.11.2022
Outlook 2023: Hard yards ahead for UK economy
Outlook 2023: Hard yards ahead for UK economy
After a volatile year for UK investors, Richard Buxton examines the headwinds facing the UK economy and explains why there are reasons to be optimistic despite the challenges ahead.
Read time- 5 min.
30.11.2022
Outlook 2023: Bonds are back
Outlook 2023: Bonds are back
Ariel Bezalel and Harry Richards assess the prospects for fixed income as inflation fades and growth concerns emerge.
Read time- 7 min.
30.11.2022
Outlook 2023: It will pay to be open-minded and adaptable
Outlook 2023: It will pay to be open-minded and adaptable
Jupiter’s Independent Funds Team look ahead to 2023, which will likely see recession but potentially also falling inflation.
Read time- 4 min.
29.11.2022
Outlook 2023: Environmental solutions are crossing a watershed
Outlook 2023: Environmental solutions are crossing a watershed
As financial markets struggle for direction, Rhys Petheram and Jon Wallace discuss the unavoidable trends shaping the future.
Read time- 7 min.
29.11.2022
Outlook 2023: Time to think like a central banker about Gold
Outlook 2023: Time to think like a central banker about Gold
After a volatile year for markets and an increasing lack of trust in both sovereigns and institutions, Ned Naylor-Leyland explains why it’s time to think differently about Gold.
Read time- 4 min.
29.11.2022
Outlook 2023: Asia Pacific – Home to a wealth of world-class businesses
Outlook 2023: Asia Pacific – Home to a wealth of world-class businesses
What can we expect from Asia Pacific (ex Japan) markets in 2023? Jason Pidcock and Sam Konrad give their views and discuss the key attributes they look for in companies.
Read time- 5 min.
28.11.2022
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