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.
Global government bonds: opportunities & diversification in emerging markets
Vikram Aggarwal on the outlook for sovereign bonds as inflation eases, the growth of emerging market local-currency bonds and current idiosyncratic opportunities.
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