Gold & Silver update
Ned Naylor-Leyland gives an update on gold and silver. He believes if just one of the market’s key assumptions is wrong then monetary metals should be due for a rally.
Jupiter Merlin Weekly: Goldman grooming the global great and the good
The Merlin team give their view on the efforts of politicians and technocrats to steer the global economy out of the mess in which it has found itself.
Will gold regain its lustre as stimulus kindles inflation hopes?
Ned Naylor-Leyland, Head of Strategy, Gold & Silver, says gold looks interesting at the moment as prices remain much below the peak seen a year ago amid uncertainty posed by new variants of coronavirus.
Jupiter Merlin Weekly: A catastrophic failure of Western policy
As tragic scenes unfold in Afghanistan, the Merlin team give their view on the causes and ramifications of this foreign policy failure for the US and its allies.
In the digital age, moats may be more sink than swim
Investors should shed old thinking about structural barriers to entry, says NZS Capital’s Brad Slingerlend, if they want to invest in companies fit for the Digital Age.
Jupiter Merlin Weekly: Apocalypse Now?
The recent ‘Code Red!’ IPCC climate change report raises many fundamental policy issues. The Jupiter Merlin team looks at the future, not least an impending ‘carbon climate compression clash’, and discusses how it approaches climate change pragmatically in its investments.
Notes from the Investment Floor: Is the market worrying too much?
Richard Buxton discusses the curious market mood, which seems to be fretting about growth despite decent macro data, supportive central banks and upbeat company results.
Jupiter Merlin Weekly: Focus on Iran
The influence of Iran is palpable and growing. What does this mean for investors? The Merlin team give their view.
Jupiter Merlin Weekly: The moral hazards of living with Covid
As the western democracies gradually reopen, moving into a ‘living-with-Covid’ era, moral and political hazards are becoming evident. The Merlin team give their view.
Notes from the Investment Floor: The carbon footprint fine print
Freddie Woolfe discusses the merits of adding carbon emission data to consumer product labels, and the UK financial regulator’s closer look at ESG investment funds.