Notes from the Investment Floor: The central banking pantomime

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Ned Naylor-Leyland comments on the dynamics in gold and silver markets, as a central banking pantomime has so far had a suppressing effect on prices.

Slowdown in population growth creates economic time bomb

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The world may not be having enough children to sustain economic growth at current levels.

Notes from the Investment Floor: Demand for green bonds to remain high

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Rhys Petheram looks at trends in bond markets as significant volatility has had multiple underlying causes.

Examining Japan’s green technology credentials

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Dan Carter and Mitesh Patel ask how ready Japan’s corporate sector is to capitalise upon the green technology revolution.

Notes from the Investment Floor: A year of proper economic recovery?

Richard Watts looks at a volatile start to the year in investment markets, and appraises the prospects for economic growth in 2022.

General Powell’s Last Stand?

General Powell’s Last Stand?

Ned Naylor-Leyland, head of strategy for Gold&Silver, explains the curious divergence in the price of gold and real interest rates and argues that a Fed policy error may be the trigger for a golden rebound.

Notes from the Investment Floor: The Fed’s scope to tighten is limited

Notes from the Investment Floor: The Fed’s scope to tighten is limited 15.12.21

Ariel Bezalel says unfavourable structural factors combined with prospects of subdued growth and inflation outlook may preclude aggressive tightening from the Fed.

Demographics: Japan’s ‘mother theme’

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Dan Carter and Mitesh Patel address the ‘mother theme’ of Japanese investing: demographics. Japan’s society continues to age, but what are the implications?

Notes from the Investment Floor: Winter is coming for the UK economy

Notes from the Investment Floor: Winter is coming for the UK economy

Richard Buxton appraises the prospects for the global and UK economies, as a variety of challenges present a tough environment for economic growth.

ESG math isn’t so straightforward as it seems

ESG math isn’t so straightforward as it seems

The true environmental impact of an industry such as semiconductors is a complex calculation, says NZS Capital co-founder Brad Slingerlend.