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Articles by Harry Richards
Non-U.S. Government Bonds Stand Out as Tariffs Dull the Shine of U.S. Treasuries
By Ariel Bezalel and Harry Richards, Investment Managers at Jupiter Asset Management Tariffs have dominated the news cycle since Donald Trump won the presidency for a second time. Trump has imposed higher duties on imports from many trading partners, including the UK and the European Union, while negotiations continue with other major partners such as China. U.S. companies appear to have absorbed part of the costs.
Inflation is last year’s problem – but what’s next? - Jupiter Asset Management
Small banks today lend roughly 2.5x more than large banks to the commercial real estate sector. Property refinancing will be increasingly hard (and more expensive), while vacancy rates on office property have touched historical peaks. Smaller banks are also key to providing lending to small and medium-sized enterprises who cannot access capital markets like the big companies can. That matters because these businesses provide about half the jobs in the US economy.
How to prepare for the next macroeconomic slowdown
By Ariel Bezalel and Harry Richards Font Size - Aa + Posted inOpinion 2022 has been difficult for markets: rate volatility, losses in government bonds and high-quality credit. What’s next? Ariel Bezalel and Harry Richards share their views By Ariel Bezalel and Harry Richards SHARE - Aa + By Ariel Bezalel and Harry Richards The terrible tragedy in Ukraine has been difficult for us all to watch, and we can only hope a swift resolution is found.
ESG risks for credit investors: looking beyond the acronym
While much of the current public discourse around ESG considerations for corporate bond investors focuses on the “E” (perhaps understandably, given the well-documented challenges of the energy sector, emissions, and pollution more generally within the overall context of climate change), we would argue that it is every bit as important to pay sufficient attention to risks captured in the “S” and “G” factors.
Investment grade credit: Bubble trouble, alpha opportunity - or both?
As an asset class, corporate bonds have many well-recognised attractions. There are, after all, good reasons why investment-grade credit is a mainstay allocation in many well-diversified portfolios. One of the primary features of bonds is that they are finite instruments, characterised by a contractual obligation to generate a stream of cashflows. This certainty of cash flow and specified duration typically delivers lower volatility relative to higher beta risk assets such as equities.
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