Gold and silver mining equities – ready to rebound
![Ned-Ready-to-rebound-19.03.21-WEB-TILE-500x300px](https://www.jupiteram.com/uploads/2021/03/1aebd13e3ca409408e72b455a624c6da/100909-ned-ready-to-rebound-19.03.21-web-tile-500x300px.jpg)
Ned Naylor-Leyland explains why a likely return to falling real interest rates and the strong operational performance of mining companies point to a bullish outlook for monetary metals.
Notes from the Investment Floor – The ESG tide is turning in the US
![Notes from the Investment Floor 18 March 2021](https://www.jupiteram.com/uploads/2021/03/97479cfbb95b288febfb7968d567051a/100903-nftif-esg-tide-turning-us-18.03.21-web-tile-500x300px.jpg)
Freddie Woolfe looks at promising signs of serious ESG-related policy reforms in the US, while also discussing the healthcare sector in this investment environment.
EMD: Should investors worry about rising rates?
![EMD: Should investors worry about rising rates?](https://www.jupiteram.com/uploads/2021/03/6ea0935d4f5acf455eeff515d0ff960b/100902-aa-should-emd-investors-worry-web-tile-500x300px.jpg)
US interest rate moves have caused volatility in EMD year to date. But Alejandro Arevalo, Head of EMD, explains why the fundamental tailwinds behind EMD remain.
Notes from the Investment Floor – Value may hedge against rising rates
![Notes from the Investment Floor 11 March 2021](https://www.jupiteram.com/uploads/2021/03/2ec0df7178efbc96c6071767e49e6918/100893-nftif-value-stocks-11.03.21-web-tile-500x300px.jpg)
Dermot Murphy considers whether Value stocks could act as a hedge against rising interest rates, while Joe Lunn explains why the green economy will be silver.
Is pent-up demand a coiled spring…or a Slinky?
![Is pent up demand a coiled spring](https://www.jupiteram.com/uploads/2021/03/1e147b5982e3cc686cdedce34d583d71/100894-ariel-coiled-spring-or-slinky-web-tile-500x300px.jpg)
The durable goods boom of the past year is unlikely to be repeated, taking away a key input to drive post-pandemic inflation, says Ariel Bezalel.
Key fintech opportunities in 2021 and beyond
![](https://www.jupiteram.com/uploads/2021/03/0181ea2694eb563bc50f58ebcfbe1ec4/100892-guy-antoine-fintech-8.03.21-web-tile-500x300px.jpg)
Financial innovation is disrupting the world as we know it. Guy de Blonay and Antoine Hucher discuss the fintech themes they think have the best investment potential.
Fed: the most hawkish central bank in the G10?
![Fed the hawk](https://www.jupiteram.com/uploads/2021/03/5f7ec391c30e15a0de47003740b572b6/100891-fed-the-most-hawkish-5.03.21-web-tile-500x300px.jpg)
The US Federal Reserve’s reaction to panicking markets won’t have done much to calm nerves.
Transitioning to Net Zero – Fast or Slow?
![ESG Transitioning to Net Zero](https://www.jupiteram.com/uploads/2021/02/2dd2e687e3a69e56d636dbf168de1141/100882-esg-environmental-transitioning-to-net-zero-500x300px.jpg)
Abbie Llewellyn-Waters and Richard Buxton address the transition towards net zero carbon. What are some of the opportunities and challenges for investment portfolios?
Notes from the Investment Floor – Will 2021 be the year for India?
![Notes from the investment floor Will 2021 be the year for India](https://www.jupiteram.com/uploads/2021/02/25cb358ffa6ac236fd357b8f72f3bd3b/100880-nftif-will-2021-be-the-year-for-india-25.02.21-web-tile-500x300px.jpg)
Avinash Vazirani explains why you’ll probably hear a lot about India this year, as trade deals, GDP growth and vaccines make news.
A heady cocktail of demand for silver
![A heady cocktail of demand for silver](https://www.jupiteram.com/uploads/2021/02/99d3c6a78106be5478e2771fa3090321/100876-a-heady-cocktail-of-demand-for-silver-500x300px.jpg)
Ned Naylor-Leyland explains why he sees a supply and demand mismatch in the physical silver market and what it may mean for the price of the metal