When is the best time to buy gold?
Ned Naylor-Leyland says a dovish pivot from central banks may trigger a rally in gold and silver prices.
Whatever it takes, no matter the cost?
Ariel Bezalel and Harry Richards argue that the Fed’s misguided focus on inflation will cause a deep recession – and offers compelling opportunities for fixed income investors.
When safe havens are hard to find
Traditional portfolios allocated only to equities and bonds may not always provide the diversification needed. A permanent allocation to alternatives with low correlation can help.
Notes from the Investment Floor: Everything is screaming recession
Adam Darling looks at the conflicting drivers of bond markets this year, as central banks tighten policy while major economies appear set for a painful recession.
Notes from the Investment Floor: India – A wealth of investment opportunities
As India overtakes the UK to become the fifth largest economy in the world, Colin Croft, Investment Manager, explains the resilience of Indian equities year to date.
Macro Monitor: Rates higher for longer?
The team managing the Jupiter Strategic Absolute Return Bond strategy analyses Fed policy and shares its outlook for interest rates and inflation.
Not out of the woods yet
Markets have bounced recently despite weaker economic data. Ariel Bezalel and Harry Richards argue the Fed’s pivot will be delayed and the slowdown sharp.
Human investing with computer help
Matus Mrazik explains how the Jupiter Systematic Equities team’s investment approach uses computer help in what is ultimately a human process.
Reading the Fed tea leaves
Ariel Bezalel and Harry Richards say the Federal Reserve may continue to raise rates to combat soaring inflation, belying a relatively dovish interpretation of the Fed’s tone by markets.
What lies ahead for EM corporate bonds?
Alejandro Arevalo, Investment Manager, Fixed Income – EMD, describes the current backdrop for emerging market corporate bonds and explains why he’s positive about the outlook, both over the short and longer term.