Bonds: Are rate cuts coming?
Mark Nash, Huw Davies and James Novotny analyse the prospects for government bond markets as relatively low real rates and easy financial conditions underpin growth and inflation.
All that glitters…understanding the structural forces behind the market rally in gold
Ned Naylor-Leyland and Daniel March discuss the structural factors behind the recent surge in the price of gold and analyse the factors that could push the price even higher
Are positive rates good news for Japanese equities?
Dan Carter and Mitesh Patel assess the Bank of Japan’s decision to hike interest rates. Why was the reaction so muted, and is it good or bad news for investors?
Remoteness: Accessing the best of emerging markets
Jason Pidcock and Sam Konrad discuss the theme of “remoteness” and highlight where they’re finding the most attractive emerging market opportunities in Asia Pacific.
Investire in un’epoca sovraccarica di dati
Amadeo Alentorn, lead investment manager, systematic equities di Jupiter AM, spiega come prendere decisioni di investimento in un mondo guidato da immense quantità di dati
Obbligazioni governative globali: opportunità e diversificazione nei mercati emergenti
Vikram Aggarwal illustra le prospettive offerte dai titoli sovrani con il calo dell’inflazione, la crescita delle obbligazioni in valuta locale dei mercati emergenti e le attuali opportunità idiosincratiche.
Australia: The world’s most attractive developed market?
Jason Pidcock and Sam Konrad explain why they think Australia offers some of the best equity income opportunities in the Asia Pacific region, and arguably, the world.
Azionario Asia-Pacifico: gli abilitatori della rivoluzione dell’intelligenza artificiale
Jason Pidcock e Sam Konrad discutono del tema dell’IA nella regione Asia-Pacifico (Giappone escluso) e indicano dove trovare le opportunità tecnologiche più interessanti
European Commercial Real Estate: A mixed bag after recent rally
Luca Evangelisti, Head of Credit Research, Paridhi Garg, Credit Analyst, and Leon Wei, Credit Analyst, explain the reasons behind the commercial real estate crisis in Europe and examine its impact across fixed income and European financial markets.
Can Saudi Arabia emulate Dubai’s success?
Reza Karim discusses the key macro takeaways from his recent trip to the Middle East, where he met with dozens of companies across Saudi Arabia, Oman and the UAE.