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.
Gold and silver mining equities – ready to rebound
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
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.
Is pent-up demand a coiled spring…or a Slinky?
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
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.
Transitioning to Net Zero – Fast or Slow?
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?
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
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
Silver rumbling, earthquake coming?
The pressure on physical silver supply, as previously forecast by our desk, has come into sharp focus lately, leading to questions about what could happen to the price of silver if investment flows into ETFs continue apace.
Reflation and the Release of Animal Spirits? Not So Fast …
Ariel Bezalel says reflation trade proponents may have gotten ahead of themselves and that we will remain in a low-rates-for-longer environment.