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.
The world may not be having enough children to sustain economic growth at current levels.
Rhys Petheram looks at trends in bond markets as significant volatility has had multiple underlying causes.
Dan Carter and Mitesh Patel ask how ready Japan’s corporate sector is to capitalise upon the green technology revolution.
Richard Watts looks at a volatile start to the year in investment markets, and appraises the prospects for economic growth in 2022.
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.
Ariel Bezalel says unfavourable structural factors combined with prospects of subdued growth and inflation outlook may preclude aggressive tightening from the Fed.
Dan Carter and Mitesh Patel address the ‘mother theme’ of Japanese investing: demographics. Japan’s society continues to age, but what are the implications?
Richard Buxton appraises the prospects for the global and UK economies, as a variety of challenges present a tough environment for economic growth.
The true environmental impact of an industry such as semiconductors is a complex calculation, says NZS Capital co-founder Brad Slingerlend.