A gold investor’s view of inflation, crypto assets and real money

Gold bars and bitcoin

Ned Naylor-Leyland comments on gold and silver, inflation, digital currencies and the changing monetary system.

Zero trust: the vaccine for the other pandemic

Digital screen displaying a number of padlocks

Organisations need to work on the assumption that cyberattacks are inevitable, says Brad Slingerlend, co-founder and investor at NZS Capital.

Stay nimble, alert and flexible: our mantra for a reflationary world

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A strategy that invests in assets across the spectrum is the best answer to tide over a reflationary world following stimulus to contain coronavirus upheaval.

Staying Consistent and Finding Quality in European Small Companies

champs de elise

Mark Heslop and Phil Macartney discuss the first year of the strategy and how they find high-quality smaller European companies to invest in.

Silver: A Populist Metal for a Populist Era

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Ned Naylor-Leyland says silver, the populist monetary metal, is poised to become even more popular.

Credit ratings: back in the spotlight?

Man walking across a tight rope in smart clothes

It pays to “do your own homework” and avoid generalisations when considering corporate credit ratings.

Monetary Metal Matters – Sink or Swim for the LBMA?

Floating ring in the water

Ned Naylor-Leyland looks at the implications of the Basel 3 framework for the Gold market, as the possible end of the LBMA-led status quo approaches.

The inflation illusion? Why deflationary forces still dominate

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Ariel Bezalel and Harry Richards discuss whether inflationary pressures are likely to be cyclical or structural.

A look back on the last six months and a look at what may lie ahead

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Mark Nichols and Mark Heslop, fund managers in the Jupiter European growth strategy, discuss market activity and positioning.

The Enduring Lustre of Gold and Silver

Ned Naylor-Leyland discusses why the outlook may be favourable for monetary metals and why it’s an interesting time for gold and silver miners.