Bonds: Finding value in a lopsided world
Mark Nash, Huw Davies and James Novotny discuss the divergence in monetary policy between the US and Europe and how that’s creating opportunities in the bond markets.
Notes from the Investment Floor: The stage is set for emerging markets
Nick Payne reflects on the differing fortunes of developed and emerging markets, as the stage seems set for emerging markets to come to the fore once again.
Notes from the Investment Floor: EMD – in “wait and see” mode
Alejandro Arevalo explains what’s happened in emerging market debt year to date, and why it’s important to focus on differentiation when investing in the asset class.
Trip note: Turkey’s most important election in recent history
Reza Karim discusses his recent trip to Turkey, where he met several government officials, local political experts and pollsters ahead of the upcoming election.
What’s behind the rise in gold and silver?
Ned Naylor-Leyland and Daniel March discuss the macro, market and technical factors behind the bullish moves in gold and silver.
The best that the Asia Pacific region can offer
Jason Pidcock and Sam Konrad outline the diverse opportunities in the Asia Pacific region, particularly the complementary strengths of Australia and India.
‘Gradually, then suddenly’: monetary tightening starts to bite
Accidents have already disrupted markets, but are there more to come? How soon might the Federal Reserve loosen policy? Ariel Bezalel and Harry Richards give their view.
Not banking on it
Phil Macartney, European equities investment manager, argues that bank shares carry more risk than reward and should be avoided – even in the best of times.
ESG integration for macro investors
Mark Nash, Huw Davies and James Novotny explain how they integrate ESG into their macro investment process.
Tuning out the noise to find great European smaller companies
Phil Macartney says an indiscriminate selloff in European small caps has created opportunities to invest in undervalued companies with robust fundamentals.