A game of probabilities
Will they be able to avert a hard landing? Will there be substantial rate cuts in the coming months?
European equities – not a market to ignore
Caroline Cantor, Mark Nichols and Mark Heslop discuss European equities’ performance, valuation and diversification properties – and share a few surprising facts.
Bonds: Finding value in a lopsided world
Mark Nash, Huw Davies and James Novotny discuss the divergence in monetary policy between the US and Europe and how that’s creating opportunities in the bond markets.
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A game of probabilities
A game of probabilities
Will they be able to avert a hard landing? Will there be substantial rate cuts in the coming months?
30.05.2023
European equities – not a market to ignore
European equities – not a market to ignore
Caroline Cantor, Mark Nichols and Mark Heslop discuss European equities’ performance, valuation and diversification properties – and share a few surprising facts.
Read time - 4 min.
23.05.2023
Bonds: Finding value in a lopsided world
Bonds: Finding value in a lopsided world
Mark Nash, Huw Davies and James Novotny discuss the divergence in monetary policy between the US and Europe and how that’s creating opportunities in the bond markets.
Read time - 7 min.
21.05.2023
Japan: good value, or just cheap?
Japan: good value, or just cheap?
Dan Carter and Mitesh Patel address the topic of share price valuations in the Japanese
market. They’re undeniably low, but are Japanese stocks good value, or just cheap?
Read time - 3 min.
15.05.2023
‘Gradually, then suddenly’: monetary tightening starts to bite
‘Gradually, then suddenly’: monetary tightening starts to bite
Accidents have already disrupted markets, but are there more to come? How soon might the Federal Reserve loosen policy? Ariel Bezalel and Harry Richards give their view.
Read time - 6 min.
12.05.2023
What’s behind the rise in gold and silver?
What’s behind the rise in gold and silver?
Ned Naylor-Leyland and Daniel March discuss the macro, market and technical factors behind the bullish moves in gold and silver.
Read time - 4 min.
08.05.2023
Notes from the Investment Floor: The stage is set for emerging markets
Notes from the Investment Floor: The stage is set for emerging markets
Nick Payne reflects on the differing fortunes of developed and emerging markets, as the stage seems set for emerging markets to come to the fore once again.
Read time - 4 min.
05.05.2023
Notes from the Investment Floor: EMD – in “wait and see” mode
Notes from the Investment Floor: EMD – in “wait and see” mode
Alejandro Arevalo explains what’s happened in emerging market debt year to date, and why it’s important to focus on differentiation when investing in the asset class.
Read time - 5 min.
05.05.2023
Trip note: Turkey’s most important election in recent history
Trip note: Turkey’s most important election in recent history
Reza Karim discusses his recent trip to Turkey, where he met several government officials, local political experts and pollsters ahead of the upcoming election.
Read time - 6 min.
05.05.2023
Webcast: Jupiter Merian Global Equity Absolute Return Fund
Webcast: Jupiter Merian Global Equity Absolute Return Fund
Dr Amadeo Alentorn, Lead Investment Manager, Systematic Equities, answers audience questions on the Jupiter Merian Global Equity Absolute Return (GEAR) Fund.
02.05.2023
The best that the Asia Pacific region can offer
The best that the Asia Pacific region can offer
Jason Pidcock and Sam Konrad outline the diverse opportunities in the Asia Pacific region, particularly the complementary strengths of Australia and India.
Read time - 5 min.
27.04.2023
Not banking on it
Not banking on it
Phil Macartney, European equities investment manager, argues that bank shares carry more risk than reward and should be avoided - even in the best of times.
Read time - 4 min.
20.04.2023
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