The art of fundamental sustainability analysis
At a time when the imperative for sustainable investing been higher, Freddie Woolfe explains what fundamental sustainability analysis really entails.
Notes from the Investment Floor – Credit spreads heading even narrower?
Hilary Blandy discusses the trend towards structurally lower default rates and the possible implications this could have for credit spread ranges in future.
A gold investor’s view of inflation, crypto assets and real money
Ned Naylor-Leyland comments on gold and silver, inflation, digital currencies and the changing monetary system.
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.
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.