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.
Jupiter Merlin Weekly: The central bank policy porridge
The Jupiter Merlin team discuss the attempts of central banks to navigate between recession and inflation, with mixed results that risk being either too hot or too cold.
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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
Jupiter Merlin Weekly: The central bank policy porridge
Jupiter Merlin Weekly: The central bank policy porridge
The Jupiter Merlin team discuss the attempts of central banks to navigate between recession and inflation, with mixed results that risk being either too hot or too cold.
Read time - 10 min.
13.05.2022
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
Webcast: Global value investing and ESG
Webcast: Global value investing and ESG
Ben Whitmore and Dermot Murphy discuss ESG and why they believe that engagement can produce better outcomes than exclusions and divestments.
05.05.2022
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
Jupiter Merlin: Is war accelerating the next ESG evolution?
Jupiter Merlin: Is war accelerating the next ESG evolution?
Amanda Sillars discusses the impact of the war in Ukraine on ESG investment strategies, and asks how aware investors who embrace exclusions are of the downsides.
Read time - 5 min.
05.05.2022
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