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.
Notes from the Investment Floor – EMD and the great inflation debate
Reza Karim explains why emerging market debt hasn’t performed in line with expectations this year, and how higher inflation is impacting the asset class.
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 gold trading market: How it works and why it matters
Daniel March looks at the market structure for gold and sees potentially important implications for investors.
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.