Fed pivot? Get ready for a gold & silver breakout
Ned Naylor-Leyland explains how a shift in central bank policy could trigger a change in market sentiment that sends gold and silver prices to record highs.
A tale of fading inflation and slowing growth
Ariel Bezalel, investment manager for fixed income, explains how inflation is easing, a recession looks likely and what this means for fixed income investors.
Notes from the Investment Floor: When China sneezes…
Nick Payne discusses the situation in China, which is easing monetary and fiscal policy when others are tightening, and whether ‘zero Covid’ can stand the test of time.
Seeking true diversification during market turmoil
Investors face problems in finding diversification when both global equities and bond markets fall. In such environments, the advantages of an allocation to uncorrelated assets are clear.
A Rich Vein of Opportunity for Gold and Silver Miners
Ned Naylor-Leyland, Investment Manager for Gold & Silver, assesses the prospects for the unloved shares of gold & silver miners and a possible shift in Fed policy.
Notes from the Investment Floor: Why’s Japan’s inflation still so low?
Dan Carter discusses the macroeconomic dynamics at play in Japan, as the ‘immovable object’ of domestic deflation meets the ‘unstoppable force’ of global inflation.
Notes from the Investment Floor: Seeking sustainable investment ideas
Freddie Woolfe, Investment Analyst, Global Sustainable Equities discusses the team’s approach to identifying investment ideas.
Preparing for the sugar crash: opportunities in high yield credit
Adam Darling (Investment Manager, Fixed Income) argues that high yield’s tough year can get tougher still: but the best buying opportunity in decades may be near.
Japan after Abe: the political impact of a shocking tragedy
Dan Carter and Mitesh Patel digest the shocking news that former PM Shinzo Abe was murdered last week and discuss the potential political ramifications.
Notes from the Investment Floor: Quality can thrive through volatility
Nick Payne examines how recent macroeconomic events have produced headwinds for emerging market investors.