Why geopolitics is turning eyes towards gold
Ned Naylor-Leyland, manager of the Jupiter Gold & Silver Fund, assesses prospects for monetary metals in the light of current geopolitics and macroeconomics.
Can the Fed get it right this time?
Mark Nash discusses the outlook for inflation, the prospect of central bank tightening and whether the Fed can avoid repeating past mistakes.
The journey to net zero: how we analyse bond issuers’ carbon footprints
Harry Richards, Fund Manager, Fixed Income, and Anna Karim, Fixed Income ESG Director, share how their team analyses companies supporting the transition to net zero.
Hawkish Fed and Chinese bond yields
Vikram Aggarwal discusses the implications for risk assets as central banks withdraw support and highlights policy divergence in developed and emerging market countries.
Why to avoid exchange-traded products when investing in gold
Given a positive backdrop for gold, how can you look to gain exposure? Ned Naylor-Leyland explains the merits of investing through bullion funds rather than ETPs.
China’s decarbonisation roadmap – worth a second look
China has outlined a step-by-step path to net zero and provided specific decarbonisation targets. Patty Cao explains why investors should take note.
Macro Monitor: Bond market returns at risk in 2022
Mark Nash, James Novotny and Huw Davies discuss inflation, the Fed and what a short, sharp cycle of rate hikes may mean for global economic growth.
The central banking pantomime
Ned Naylor-Leyland comments on the dynamics in gold and silver markets, as a central banking pantomime has so far had a suppressing effect on prices.
Why boring isn’t bad in bond markets
Harry Richards examines how bond markets have reacted to increased interest rate expectations and explains why ‘boring’ isn’t bad in bond markets.
Flexible Bond update: The Fed’s fighting inflation at almost any cost
Ariel Bezalel and Harry Richards discuss a volatile period for fixed income and the latest pivot from the Fed, which the market suspects is making a policy error.