A gold investor’s view of inflation, crypto assets and real money
Ned Naylor-Leyland comments on gold and silver, inflation, digital currencies and the changing monetary system.
Zero trust: the vaccine for the other pandemic
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
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
Mark Heslop and Phil Macartney discuss the first year of the strategy and how they find high-quality smaller European companies to invest in.
The inflation illusion? Why deflationary forces still dominate
Ariel Bezalel and Harry Richards discuss whether inflationary pressures are likely to be cyclical or structural.
Silver: A Populist Metal for a Populist Era
Ned Naylor-Leyland says silver, the populist monetary metal, is poised to become even more popular.
Credit ratings: back in the spotlight?
It pays to “do your own homework” and avoid generalisations when considering corporate credit ratings.
Monetary Metal Matters – Sink or Swim for the LBMA?
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.
A look back on the last six months and a look at what may lie ahead
Mark Nichols and Mark Heslop, fund managers in the Jupiter European growth strategy, discuss market activity and positioning.
Emerging Market Debt: Looking through the noise to deliver alpha?
Being prepared for the unexpected is a huge part of EMD investing. Alejandro Arevalo attempts to make sense of market moves, and explains how he aims to deliver alpha.