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.
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.
EMD in 2021 – too good to be true?
Every investor survey says Emerging Market Debt is the hot asset class for 2021 and beyond. Structural factors seem to be aligning in its favour. Is this optimism justified, or should buyers beware?
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.