Bonos: Una historia de idas y vueltas

A globe with index figures and line charts

Mark Nash, Huw Davies y James Novotny creen que las turbulencias a las que se enfrentan los bancos pueden incitar a los bancos centrales a dar marcha atrás en su política monetaria restrictiva.

What Credit Suisse may mean for contingent capital and European banks

A man holds a Switzerland country flag with the background of floating stock figures which are falling

Luca Evangelisti and Paridhi Garg discuss the potential impact of the Credit Suisse sale on European banks, contingent capital and financials investing.

¿Esta crisis bancaria es la misma historia de siempre?


Desde la crisis financiera mundial, los reguladores y las autoridades han trabajado para evitar que se repita, pero los bancos se han vuelto a meter en problemas. ¿Es la misma historia de siempre?

Reflecting on reflections from Japan

Reflections through the lens of Fuji mountain in Japan

Dan Carter considers the challenges Japanese equites face and outlines the approach he has taken to overcoming these as an investor in the asset class.

Budget reaction: A glass half full Budget for the optimists

A red briefcase against the backdrop of coins

Richard Buxton assesses Jeremy Hunt’s first full budget, in which the Chancellor sought to incentivise companies to invest in and encourage re-participation in the workforce.

Why should companies care about diversity…and why we do

A group of people with diversified background are discussing

Anna Karim underscores the importance of diversity within the workforce and examines the various positive effects a diverse workforce creates for companies and their shareholders.

¿Calma antes de una tormenta dorada de fusiones y adquisiciones?

large truck used for mining

Ned Naylor-Leyland analiza las implicaciones de un reciente repunte en las fusiones y adquisiciones de compañías mineras de oro y si la tendencia tiene más recorrido.

GEAR: mejora del proceso de inversión

Durante los últimos años, se han introducido mejoras en el proceso de inversión del fondo GEAR diseñadas para aumentar la diversificación, utilizar nuevas fuentes de datos y posibilitar una mayor flexibilidad. Lo explica Amadeo Alentorn, responsable de inversiones del área de Renta Variable Sistemática de Jupiter.

Notes from the Investment Floor: European companies are upbeat on 2023

An flying aeroplane in the backdrop against the sky with clouds

Mark Nichols says European companies are reporting positive trends on demand, pricing and the impact of China’s reopening.

Notes from the Investment Floor: The mood music is starting to lift

Person playing air guitar

Jon Wallace looks at the impact that a moderation in inflation, and structurally higher energy prices, are having on environmental solutions businesses.