Luca Evangelisti says that European banks are much better prepared to navigate a slowing economy, and this adds to the “through the cycle” risk-adjusted appeal of CoCos.
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.
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.
Nick Payne explains why he believes emerging markets are poised for a recovery after a challenging year.
Mark Nichols and Mark Heslop discuss why they are staying positive, and the subtle difference between investing in European companies and investing in Europe.
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.
Ariel Bezalel and Harry Richards assess the prospects for fixed income as inflation fades and growth concerns emerge.
Jupiter’s Independent Funds Team look ahead to 2023, which will likely see recession but potentially also falling inflation.
As financial markets struggle for direction, Rhys Petheram and Jon Wallace discuss the unavoidable trends shaping the future.
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.