A rich vein of opportunity for gold & silver miners
![Gold mine](https://www.jupiteram.com/uploads/2022/07/22508d2e3c0c1d8abcf45ad755431ae8/a-rich-vein-of-opportunity-for-gold-and-silver-miners-web-tile-500x300px.jpg)
Ned Naylor-Leyland, Investment Manager for Gold & Silver, assesses the prospects for the unloved shares of gold & silver miners and a possible shift in Fed policy.
Preparing for the sugar crash: opportunities in high yield credit
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Adam Darling (Investment Manager, Fixed Income) argues that high yield’s tough year can get tougher still: but the best buying opportunity in decades may be near.
Japan after Abe: the political impact of a shocking tragedy
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Dan Carter and Mitesh Patel digest the shocking news that former PM Shinzo Abe was murdered last week and discuss the potential political ramifications.
Notes from the Investment Floor: Could China rebound in H2 2022?
![Cargo from China](https://www.jupiteram.com/uploads/2022/07/71f15cc9156a3f3a638436634459ec85/crargo-from-china-.jpg)
Salman Siddiqui discusses how emerging markets are coping with the economic backdrop, and points to reasons why the 2nd half of the year could see a turnaround for China.
Notes from the Investment Floor: The world of environmental solutions
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Noelle Guo explains the opportunities available to investors in environmental solutions, such as tackling climate change and the need for natural capital restoration.
Notes from the Investment Floor: Opportunities for quality growth
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Mark Heslop explains why pricing power is important when identifying companies that can survive periods of market volatility.
A once in a generation opportunity in fixed income?
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Ariel Bezalel and Harry Richards look at a turbulent time in bond markets and explain why, rather than doom and gloom, this could be a once in a generation opportunity.
The gears of Japan’s labour market have seized up
![Gears interlocking](https://www.jupiteram.com/uploads/2022/06/26c8e09dd7c99f83dec7d9bfb75c6c74/dan-carter.jpg)
Dan Carter and Mitesh Patel address the question of wage growth in Japan, which remains measly. But is Japan heading for a ‘singularity’ that could finally lift wages?
Finding income in Asia and largely avoiding China
![Terraced rice field in Mu Cang Chai, Vietnam](https://www.jupiteram.com/uploads/2022/06/e57e1f6e11df9bc887df0beeaf70fdca/101554-jason-pidcock-asia-7.06.22-web-tile-500x300px.jpg)
Jason Pidcock discusses how Asia ex-Japan is sometimes wrongly overlooked by equity investors seeking income and why he is largely avoiding China.
Are recession concerns overdone?
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Mark Nash and Huw Davies assess the prospects for global growth in an environment of heightened geopolitical tensions, rising inflation and interest rates and China’s zero-Covid policy.