Silver squeeze: What’s behind the surge in silver?
Ned Naylor-Leyland explains how huge retail and industrial demand for silver is set to outpace supply.
Active Minds – Normality might come slowly, but sustainability is here to stay
Abbie Llewellyn-Waters explains why she is sceptical of current market optimism about economies reopening, but not of the undeniable momentum in sustainable investing.
Letter to investors
Ariel Bezalel shares his views on financial markets and the global economy in 2021.
Active Minds – Bond market wobbles over election, Fed direction
Mark Nash looks at choppy bond markets in the first trading days of the year, and explains why he believes the Fed cannot sit back and let the market set rates.
Active Minds – A positive outlook for risk assets in 2021?
Talib Sheikh asks whether 2021 could be positive for risk assets. Meanwhile, Ned Naylor-Leyland warns that a siren song might lure unwary investors onto the rocks.
A beginning of the end of the pandemic?
The collective sigh of relief from governments and households around the world was an audible soundtrack to the rollout of a vaccine for Covid-19 last week.
Brinton Johns: Picking up speed in the shift to digital
Brinton Johns of NZS Capital considers how Covid has accelerated the shift to a digital economy and which companies will benefit from the changes.
New horizons for ecological investing
Jon Wallace looks at the next wave of innovation in sustainable and ecological investing coming in 2021, epitomised by the transition to a more circular economy.
Great companies can navigate economic ups and downs
At a time of economic uncertainty, sticking with industry-leading companies matters.
A country divided
Abbie Llewellyn-Waters, fund manager, global sustainable equities at Jupiter, reflects on the meaning of the Democrat victory and the implications for investors.