In Europe - are you going where the growth is?

What effect is so-called ‘reflation trade’ having on long duration ‘quality growth’ businesses and why are European smaller companies so attractive?

Ned Naylor-Leyland explains why he sees a supply and demand mismatch in the physical silver market and what it may mean for the price of the metal

In an article that first appeared on ESG Clarity, Jupiter’s sustainable investing team describe how they analyse companies to evaluate progress on climate change.

The pressure on physical silver supply, as previously forecast by our desk, has come into sharp focus lately, leading to questions about what could happen to the price of silver if investment flows into ETFs continue apace.

Harry Richards looks at the not-so-high yields available from corporate credit, and asks whether it’s worth going ‘all-in’ on the market’s consensus trade.

Ariel Bezalel says reflation trade proponents may have gotten ahead of themselves and that we will remain in a low-rates-for-longer environment.

Ned Naylor-Leyland comments on the silver market, after retail investors on Reddit turn their attention to the metal. Could their impact be even bigger than on Gamestop?

Listen to the latest webcast from Ariel Bezalel and Harry Richards, who discuss the global macro environment, why being mindful of the unexpected is a prudent way to manage investment risk, and how their portfolios are positioned for 2021.

Ned Naylor-Leyland explains how huge retail and industrial demand for silver is set to outpace supply.

How long can this rally keep going? Vaccines, abundant liquidity, and improving data are supporting optimism. At the same time, a look at how far markets have come can’t help but give a feeling of vertigo.

A global pandemic, rising unemployment, growing societal debt, and uncertainty about the impact of Brexit looming over us all- are investors right to worry about European investments?

Rhys Petheram, Head of Environmental Solutions and manager of the Jupiter Global Ecology Diversified fund, and Laura Conigliaro, Governance and Sustainability Analyst, explain how the strategy has applied a framework that goes beyond just risk assessment to consider the actual social and environmental outcomes of sovereign green bonds.