Lift off for the global economy
Lift off for the global economy
The Fed is dovish, the dollar is backtracking and inflation isn’t a worry for now. How do we invest in this new reflationary environment? Mark Nash and Huw Davies discuss this and more in this webcast of the Strategic Absolute Return Bond fund.
Filter content
Reset all 
Topic
Asset class
Content type
Author
Lift off for the global economy
Lift off for the global economy
Mark Nash and Huw Davies discuss how to invest in the new reflationary environment.
Read time - 38 min.
Notes from the Investment Floor – Reflation trade may struggle in H2
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.
Read time - 11 min.
Finding Excellence in European Equities
Finding Excellence in European Equities
Mark Nichols and Phil Macartney discuss what the improved economic backdrop in Europe means for their European Growth strategy
Silver: A Populist Metal for a Populist Era
Silver: A Populist Metal for a Populist Era
Ned Naylor-Leyland says silver, the populist monetary metal, is poised to become even more popular.
Read time - 10 min.
Credit ratings: back in the spotlight?
Credit ratings: back in the spotlight?
It pays to “do your own homework” and avoid generalisations when considering corporate credit ratings.
Read time - 6 min.
A question of trust: crypto assets, gold, silver, and the future of the global monetary system
A question of trust: crypto assets, gold, silver, and the future of the global monetary system
Are we about to push reset on the global monetary system? Since 2008 the revolution in central bank policy has been extraordinary and fiat currencies, totally reliant on trust, have been undermined arguably to breaking point.
Notes from the Investment Floor – Inflation and Removing the Punch Bowl
Notes from the Investment Floor – Inflation and Removing the Punch Bowl
Mark Richards discusses economic fundamentals, market sentiment and the debates around inflation and tapering central bank support.
Read time - 9 min.
A brave new “green” world as Covid unleashes fiscal stimulus
A brave new “green” world as Covid unleashes fiscal stimulus
Talib Sheikh, Mark Richards and Matthew Morgan argue that the combination of expansive monetary and fiscal policy, focussed on a green agenda, mean the world could be a different place than many expect
Read time - 5 min.
Monetary Metal Matters – Sink or Swim for the LBMA?
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.
Read time - 6 min.
The gold trading market: How it works and why it matters
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.
Read time - 5 min.
The inflation illusion? Why deflationary forces still dominate
The inflation illusion? Why deflationary forces still dominate
Ariel Bezalel and Harry Richards discuss whether inflationary pressures are likely to be cyclical or structural.
Read time - 8 min.
A look back on the last six months and a look at what may lie ahead
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.
Read time - 10 min.
Load more