Emerging market debt: Is this as bad as it gets?
Reza Karim explains how the asset class has fared this year and which segments of the market offer potential opportunities for investors.
Notes from the Investment Floor: The outlook looks bright for India
Avinash Vazirani explains why India has held up better than many other equity markets year to date, and why the long-term outlook for India still looks positive.
Carbone Sans Frontières: action on carbon leakage
In an article that first appeared on ESG Clarity, Abbie Llewellyn-Waters and Freddie Woolfe discuss the importance of internalising decarbonisation into stock analysis.
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Emerging market debt: Is this as bad as it gets?
Emerging market debt: Is this as bad as it gets?
Reza Karim explains how the asset class has fared this year and which segments of the market offer potential opportunities for investors.
Read time - 6 min.
20.05.2022
Notes from the Investment Floor: The outlook looks bright for India
Notes from the Investment Floor: The outlook looks bright for India
Avinash Vazirani explains why India has held up better than many other equity markets year to date, and why the long-term outlook for India still looks positive.
Read time - 6 min.
19.05.2022
Carbone Sans Frontières: action on carbon leakage
Carbone Sans Frontières: action on carbon leakage
In an article that first appeared on ESG Clarity, Abbie Llewellyn-Waters and Freddie Woolfe discuss the importance of internalising decarbonisation into stock analysis.
Read time - 7 min.
16.05.2022
Japan’s growth cyclicals: opportunity or trap?
Japan’s growth cyclicals: opportunity or trap?
Dan Carter and Mitesh Patel discuss opportunities and risks in the Japanese market, concluding that ‘chance favours only the prepared mind’.
Read time - 6 min.
12.05.2022
Sleepwalking into an energy crisis
Sleepwalking into an energy crisis
Richard Buxton argues that energy security means more natural gas, being honest about the clean energy transition and preparing for years of high energy prices.
Read time - 6 min.
12.05.2022
Zen and the art of stock analysis
Zen and the art of stock analysis
The uncomfortable truth for investors is that the future is difficult to predict. So the best strategy is to focus on adaptability, says Brad Slingerlend of NZS Capital.
Read time - 6 min.
12.05.2022
Notes from the Investment Floor: A ‘profit warning rich’ environment
Notes from the Investment Floor: A ‘profit warning rich’ environment
With volatility spiking, Errol Francis looks at the pressures on markets, as commentary on the economic outlook worsens and the market reacts in indiscriminate fashion.
Read time - 5 min.
12.05.2022
Webcast: Taking stock of a turbulent world
Webcast: Taking stock of a turbulent world
Listen to the latest webcast from Ariel Bezalel and Harry Richards, who examine the path for inflation and growth, the potential opportunities for fixed income investors, and how the portfolios are positioned heading into 2022.
11.05.2022
Fed and inflation: missing the wood for the trees?
Fed and inflation: missing the wood for the trees?
The global growth impulse is facing headwinds and inflation may fade in the coming months. How far can central banks tighten? Ariel Bezalel and Harry Richards share their views.
Read time - 7 min.
06.05.2022
Notes from the Investment Floor: Consumers chill on Netflix
Notes from the Investment Floor: Consumers chill on Netflix
As consumers tighten their belts with lower discretionary spending, Adam Darling discusses the impact on credit markets of a higher inflation, lower growth environment.
Read time - 6 min.
05.05.2022
Green bonds – in search of dispersion
Green bonds – in search of dispersion
Rhys Petheram examines dispersion in the green bond market, the investment opportunities this presents and how it compares to the broader market.
Read time - 7 min.
04.05.2022
Notes from the Investment Floor: Quality can thrive through volatility
Notes from the Investment Floor: Quality can thrive through volatility
Nick Payne examines how recent macroeconomic events have produced headwinds for emerging market investors.
Read time - 5 min.
28.04.2022
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