Notes from the Investment Floor – Reflation trade may struggle in H2
Ariel Bezalel discusses the outlook for global bond markets and the headwinds to President Biden’s spending plans.
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.
The inflation illusion? Why deflationary forces still dominate
Ariel Bezalel and Harry Richards discuss whether inflationary pressures are likely to be cyclical or structural.
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.
The Enduring Lustre of Gold and Silver
Ned Naylor-Leyland discusses why the outlook may be favourable for monetary metals and why it’s an interesting time for gold and silver miners.
Note from the Investment Floor – Can the US decarbonise its energy?
Jon Wallace outlines some of the challenges ahead if the US is to meet its “borderline physically possible” clean energy targets.
No more waiting: it’s time for change
In an article first published in ESG Clarity, Abbie Llewellyn-Waters assesses the state of progress on social policy and climate change.
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.