Notes from the Investment Floor – Reflation trade may struggle in H2
Ariel Bezalel discusses the outlook for global bond markets and the headwinds to President Biden’s spending plans.
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.
Silver keeps its shine
Ned Naylor-Leyland explains why silver spot prices remain strong.
Note from the Investment Floor – Can the US decarbonise its energy?
Jon Wallace outlines some of the challenges ahead if the US is to meet its “borderline physically possible” clean energy targets.
No more waiting: it’s time for change
In an article first published in ESG Clarity, Abbie Llewellyn-Waters assesses the state of progress on social policy and climate change.
India’s second wave
India’s second wave of Covid cases is a tragic situation that may take months to fully resolve, but there is light at the end of the tunnel.
Don’t Try to Predict Inflation, Prepare For It
Investors should devote less time to making market predictions and more to thinking about a range of potential outcomes, says Brad Slingerlend of NZS.
Reflation, Interest Rates and Risk
Ariel Bezalel, Talib Sheikh and Mark Nash discuss financial markets, rates, fiscal and monetary policy and where they see opportunities
Note from the Investment Floor – ‘Leverage, Momentum and Narrative’
Ned Naylor-Leyland explains the important of leverage, momentum and narrative to modern markets, and asks whether we’re at the end of a monetary supercycle.
Notes from the Investment Floor – Turkish turbulence hasn’t tainted EM
Alejandro Arevalo looks at the latest drama in Turkey, as the central bank governor is replaced (again), but without material negative impact on other emerging markets.