Quick thinking from active minds
To assuage your “Zoom fatigue” we’ve given our fund managers just eight minutes each to share the latest insights on their areas of expertise. The first event in this “Quick thinking” series featured Alejandro Arevalo on why this could be a great time to allocate to emerging market debt, Mark Nash on finding diversification in alternative fixed income, and Ned Naylor-Leyland on the stories behind the headlines in gold and silver.
Gold renaissance: Investors rediscover the power of gold
Ned Naylor-Leyland, Head of Gold & Silver, discusses what’s driving monetary metals this year. Is loose policy from a Democrat US government good news for gold investors?
Webcast recording: In Europe – are you going where the growth is?
What effect is so-called ‘reflation trade’ having on long duration ‘quality growth’ businesses and why are European smaller companies so attractive?
Ariel Bezalel and Harry Richards: Latest webcast
Listen to the latest webcast from Ariel Bezalel and Harry Richards, who discuss the global macro environment, why being mindful of the unexpected is a prudent way to manage investment risk, and how their portfolios are positioned for 2021.