Corporate bonds: compelling yields versus imminent recession
It’s been a tough year for corporate bonds, but after a widening of spreads, valuations look attractive. However, they will need to navigate recession in 2023. Can they sti...
Adviser-Hub 12th Jan 2023
Government bonds: a return to normal?
Government bonds lost their safe haven status in 2022, but yields are now higher than they have been in over a decade. Will government bonds assume their traditional role in a po...
What’s next for inflation and interest rates?
The path of inflation and interest rates has preoccupied investors in 2022. With inflationary pressures apparently easing, will central banks hold their course on rate...
Adviser-Hub 20th Dec 2022
Market view: The outlook for Asian stock markets
In our latest Adviser-Hub panel discussion, Jason Pidcock, manager of the Jupiter Asian Income fund, and Sunny Romo, equities investment director at M&G Investments, discuss the resilience of A...
Adviser-Hub 5th Dec 2022
Managing volatility in Asian markets
In our latest Adviser-Hub panel discussion, Jason Pidcock, manager of the Jupiter Asian Income fund, and Sunny Romo, equities investment director at M&G Investments, discuss their positioning amid vol...
Adviser-Hub 24th Oct 2022
The outlook for Asian stock markets
Asian markets have been volatile since the start of the year, but the region’s corporate sector is showing real resilience. There is a wealth of choice among businesses geared to long-term structural...
Adviser-Hub 23rd Oct 2022
Will Asia catch the world’s cold?
The global economy is facing significant challenges, from rising inflation, to higher interest rates to supply chain problems. Asia is not immune, but with less debt and stronger growth, the region’s...
Adviser-Hub 18th Oct 2022
The Week: Sliding sterling, IMF intervention: back to the seventies
Nostalgia hunters may have had some reminders from the seventies this week, with a slumping currency, a finger-wagging from the IMF and rising gilt yields. Do the similarities end there?
Adviser-Hub 29th Sep 2022
Asian stockmarkets: looking ahead
Asian stock markets have not escaped the volatility seen in financial markets since the start of the year. Many of the patterns have been the same: a preference for value over growth, a focus on highe...
Adviser-Hub 26th Sep 2022
The climate challenge and the role investors can play
Climate change poses a threat to natural habitats, human populations and the economy, but there are compelling long-term opportunities for companies.
Adviser-Hub 21st Mar 2022
Reversal of fortunes: asset class outlook for 2022
For the past decade, there has really only been one trade in town – the long duration trade. Today, the landscape looks different: how will this affect asset classes in the year ahead?
Adviser-Hub 14th Mar 2022
The right tools: is it possible to build a balanced ESG portfolio?
Just in case anyone still thought that ESG was a fad, 2020 showed otherwise.
Adviser-Hub 16th Mar 2021
The Week: Are we going bust?
Government bailouts look set to explode already stretched deficits. While necessary in the short-term, what may be the longer-term consequences?
Adviser-Hub 2nd Apr 2020
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