The current macro environment feels like a repeat of the 1970s. All that’s missing is a disco revival … and a big rally for gold. Ned Naylor-Leyland looks at what has driven monetary metals markets so far in 2021, and what the catalysts could be for a turnaround in fortunes.
Listen to fund managers Mark Nichols and Mark Heslop discuss what the improved economic backdrop means for their holdings and their approach to finding excellent companies to invest in for the long term.
Listen to the latest webcast from Ariel Bezalel and Harry Richards, who examine the path for inflation and growth, the potential opportunities for fixed income investors, and how their portfolios are positioned heading into 2022.
Dr Amadeo Alentorn and James Murray present their quarterly review of the Jupiter Merian systematic equity funds offering an overview of strategy performance along with insights into their assessment of the current market environment and thoughts on Value investing.
Please join Dr Ian Heslop and Dr Amadeo Alentorn, co-heads of systematic equities, as they review how their strategies performed in Q2.
Alejandro Arevalo, Head of EMD, Reza Karim, Fund Manager, and Matthew Morgan, Investment Director, explain why they’re confident about the outlook for EMD and where they’re currently finding the best opportunities.
What do the Fed’s messaging and the inflation debate mean for gold and silver, and where might the next catalysts for monetary metals come from? Listen as Ned Naylor-Leyland, Head of Strategy, Gold & Silver, discusses these and other topics on his webcast.
Mark Nash and Huw Davies discuss how to invest in the new reflationary environment.
Mark Nichols and Phil Macartney discuss what the improved economic backdrop in Europe means for their European Growth strategy.
Listen to the latest webcast from Ariel Bezalel and Harry Richards, who discuss the path for inflation and growth, what potential pitfalls to be wary of, and how their portfolios are positioned for 2021.