In-depth analysis into markets and the evolving investment landscape from our expert investment teams and strategists.
Could carbon prices be about to rise? Market strategist Vincent Juvyns looks at the increasing regulatory pressures on carbon pricing, and assesses the potential impact on markets
With the recovery supported by loose monetary and fiscal policy, Global Market Strategist Jai Malhi asks whether the balance of risk has shifted towards higher inflation.
With Covid cases falling, excess household savings and US fiscal stimulus should provide the fuel for a stellar second half of 2021 for developed economies. But roaring growth could also bring risks.
We discuss how ESG factors are affecting the investments process and the ways in which investors can include these factors in their investment decisions.
The COVID-19 crisis is causing short-term ESG repercussion and longer-term shifts. Find out why sustainability has never been more important for investors.
Governments are aligning behind the goal of achieving net zero emissions by 2050, but dramatic changes to the global economy will be required to get us there. Learn more about the policies and innovations that could pave the way to a carbon-neutral world.
Rapidly rising incomes in vast populations are set to make Asia the largest contributor to global growth in the 2020s. For investors, the opportunity looks too big to ignore.
This paper, written by Chaoping Zhu, discusses the outlook on China following its recent economic data releases and fresh outbreak of COVID-19 infections.
History provides only a limited guide to the implications of ESG factors for returns. We look at the conclusions that can be drawn from the past, and how investors can prepare for the future.
This paper, written by Marcella Chow and Chaoping Zhu, discusses the outlook on capital markets following a rise in Chinese bond defaults.
Explore the strategies that can help investors maintain income and diversification in a post-Covid world of low interest rates and negative government bond yields.
The challenge of low government bond yields means investors must rethink the 60:40 stock:bond allocation. Discover where they can turn for diversification.
Joe Biden’s presidency is expected to bring increased momentum on tackling climate change. Carbon intensity is likely to become an increasingly important metric in investment decisions.
Successful vaccine rollout should drive an economic rebound as pent-up spending is unleashed. We assess the timings and market implications.
A Covid-19 vaccine could be a game changer for the global economy and markets. Global Market Strategist, Mike Bell highlights three areas that could continue to benefit should a vaccine be approved.
Vincent Juvyns, Global Market Strategist, looks at how investors can manage climate-related risks in their portfolios, while also driving real change.
Discover how the trade disruption between the US and China due to the pandemic and rising political tensions affect the investment case for Chinese assets.
While dividends in some regions are likely to face pressure in the coming months, now is not the time to give up on equities as a key source of income for multi-asset portfolios.
Rising production and collapsing demand is causing an unprecedented glut in the oil market. Discover how COVID-19 is impacting the oil industry worldwide.
Discover the latest reactions from global markets to the US China trade war. Tariff hikes and escalated tensions prove concerning for global expansion.
Discover how strategic allocation to alternative assets can improve the yield profile and resilience of your portfolio in today's post-crisis environment.
Investing in a low rate environment requires risk. Discover our ways to reduce the risk associated with higher yielding investments in a low yield world.
Whilst emerging markets are inherently volatile, discover how investors with longer horizons can expect returns greater than developed market equities.
Discover what slowing economic growth means for those investing in Europe and how the emerging world could improve prospects for the region.
The theory of negative interest rates is straightforward, but the practice is not. Learn how this monetary phenomenon affects savers.
Amid trade tensions between the USA and China, learn about potential global market impacts of a trade war. Explore market insights with J.P. Morgan.
Demographics, debt, and equities have caused past stagnation of the Japanese economy. Discover whether Europe’s similarities could lead to the same fate.
Quantitative tightening isn’t something to fear necessarily, but as central banks begin to take away the punch bowl, there should be an increasing focus on quality assets, those without unsustainable leverage
The value of investments may go down as well as up and investors may not get back the full amount invested.
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