India: All eyes on Modi’s prospects amid growth optimism
Avinash Vazirani and Colin Croft say investors will focus on the outcome of the upcoming national election and what that could mean for government policies amid growth optimism.
Major developed markets will likely enter a recession
It is my belief that major developed markets economies are going to see a material slowdown and most likely a recession.
A new reality for central banks?
Ariel Bezalel and Harry Richards expect central banks to become more concerned about slowing growth, and they see opportunities for fixed income investors.
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India: All eyes on Modi’s prospects amid growth optimism
India: All eyes on Modi’s prospects amid growth optimism
Avinash Vazirani and Colin Croft say investors will focus on the outcome of the upcoming national election and what that could mean for government policies amid growth optimism.
Read time- 7 min.
01.03.2024
Major developed markets will likely enter a recession
Major developed markets will likely enter a recession
It is my belief that major developed markets economies are going to see a material slowdown and most likely a recession.
Read time- 7 min.
01.02.2024
A new reality for central banks?
A new reality for central banks?
Ariel Bezalel and Harry Richards expect central banks to become more concerned about slowing growth, and they see opportunities for fixed income investors.
Read time- 5 min.
20.09.2023
What central banks are saying about gold
What central banks are saying about gold
Ned Naylor-Leyland says investors should pay attention to the views of central bankers on gold, especially since the yellow metal is nearing an inflection point.
Read time- 4 min.
19.09.2023
Reality will bite for central banks
Reality will bite for central banks
In the second half of 2023, Ariel Bezalel and Harry Richards (Investment Managers) expect central banks to become more worried about growth than inflation.
Read time- 5 min.
28.07.2023
Emerging market CoCos: Keep calm
Emerging market CoCos: Keep calm
Alejandro Arevalo and Reza Karim discuss how the Credit Suisse rescue deal has impacted emerging markets, and why this volatility presents exciting opportunities for EM investors.
Read time- 6 min.
30.03.2023
US and EU ‘IRA’: made in China?
US and EU ‘IRA’: made in China?
The EU’s efforts to catch up with the US’s massive move to support strategic green industries, jobs and clean technology signal a new era, writes Jupiter’s Environmental Solutions team.
Read time- 8 min.
30.03.2023
Outlook 2023: Environmental solutions are crossing a watershed
Outlook 2023: Environmental solutions are crossing a watershed
As financial markets struggle for direction, Jon Wallace and Noelle Guo discuss the unavoidable trends shaping the future.
Read time- 7 min.
29.03.2023
Rethinking fixed income: two top bond managers debate the path ahead
Rethinking fixed income: two top bond managers debate the path ahead
With uncertainties over inflation and rates, how should investors navigate bond markets? In this video, Matthew Morgan, Head of Fixed Income, asks Ariel Bezalel and Mark Nash for their views.
24.03.2023
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
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