Notes from the Investment Floor: Disruption ahead for the gold market?
Ned Naylor-Leyland discusses disruptive changes to the gold market, and Alejandro di Bernardo explains why EMD will remain attractive even if Treasury yields rise.
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.
Notes from the Investment Floor – Fed hawks and Goldilocks
Adam Darling discusses last week’s Fed meeting, the credit backdrop and bond market scepticism about central bank tapering.
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.
Staying Consistent and Finding Quality in European Small Companies
Mark Heslop and Phil Macartney discuss the first year of the strategy and how they find high-quality smaller European companies to invest in.
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.