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.
Inflation in Japan: threat or opportunity?
Dan Carter and Mitesh Patel examine a surprising move from the Bank of Japan – was it a mistake, and what consequences might it have for the Japanese equity market?
Contingent Capital 2023 Mid-Year Outlook: Down but not out
Luca Evangelisti shares his views on the fallout from the collapse of the 3 US Regional Banks and Credit Suisse and identifies the opportunities he sees within the asset class.
Filter content
Reset all
Topic
Asset class
Content type
Author
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
Inflation in Japan: threat or opportunity?
Inflation in Japan: threat or opportunity?
Dan Carter and Mitesh Patel examine a surprising move from the Bank of Japan – was it a mistake, and what consequences might it have for the Japanese equity market?
Read time- 3 min.
19.09.2023
Contingent Capital 2023 Mid-Year Outlook: Down but not out
Contingent Capital 2023 Mid-Year Outlook: Down but not out
Luca Evangelisti shares his views on the fallout from the collapse of the 3 US Regional Banks and Credit Suisse and identifies the opportunities he sees within the asset class.
Read time- 5 min.
15.08.2023
Talking Factsheet: Jupiter Japanese equities strategy
Talking Factsheet: Jupiter Japanese equities strategy
Dan Carter and Mitesh Patel give an overview of Jupiter’s Japanese equities strategy, how the investment process works, and how the team seek to generate alpha.
10.08.2023
Engagement Case Study – Anta Sports
Engagement Case Study – Anta Sports
Nick Payne describes the Global Emerging Markets Equities team’s engagement with Anta Sports and why the team continued a dialogue with the company even after divesting.
08.08.2023
Engagement Case Study – De Grey Mining
Engagement Case Study – De Grey Mining
Joe Lunn describes the Gold & Silver team’s engagement with De Grey Mining and the importance of mining companies operating with sensitivity towards local communities.
08.08.2023
Time for generating alpha
Time for generating alpha
Alejandro Arevalo, Alejandro Di Bernardo, Reza Karim and Xuchen Zhang say emerging markets debt could offer a positive environment over the next six to twelve months, with alpha generation hinging on credit selection.
Read time- 9 min.
04.08.2023
Strong tailwinds
Strong tailwinds
Adam Darling and Harry Richards say investors have a once in a generation opportunity to lock in high yields in the investment grade corporate bond market.
Read time- 5 min.
04.08.2023
The twin risks facing bond investors
The twin risks facing bond investors
Hilary Blandy describes how fixed income markets must weigh up competing risks on rates and inflation. Amid this uncertainty, however, bond investors are paid to wait.
Read time- 5 min.
04.08.2023
Making the case for convertibles
Making the case for convertibles
Lee Manzi and Makeem Asif discuss the trends in convertible bonds regarding valuations, volatility and issuance.
Read time- 4 min.
03.08.2023
Global Sovereigns: Best entry point in a decade?
Global Sovereigns: Best entry point in a decade?
Vikram Aggarwal discusses the remarkable rebound in sovereign bond yields, opportunities and risks in the asset class and macro outlook.
Read time- 5 min.
03.08.2023
Staying active and selective in global high yield bonds
Staying active and selective in global high yield bonds
Adam Darling discusses yield trends in high yield bonds and why credit selection is so important.
Read time- 4 min.
02.08.2023
Load more