Notes from the Investment Floor - Diversification is key to green bonds

Rhys Petheram looks at changes in the market for green bonds, including the upcoming launch of the first green gilt, and signs of central banks turning green.

Alejandro Arevalo looks at the latest drama in Turkey, as the central bank governor is replaced (again), but without material negative impact on other emerging markets.

To assuage your “Zoom fatigue” we’ve given our fund managers just eight minutes each to share the latest insights on their areas of expertise. The first event in this “Quick thinking” series featured Alejandro Arevalo on why this could be a great time to allocate to emerging market debt, Mark Nash on finding diversification in alternative fixed income, and Ned Naylor-Leyland on the stories behind the headlines in gold and silver.

Ned Naylor-Leyland, Head of Gold & Silver, discusses what’s driving monetary metals this year. Is loose policy from a Democrat US government good news for gold investors?

The first of our “Value of Active Minds” virtual events featured four of Jupiter’s most experienced fund managers discussing the compelling potential opportunities available in UK equities as the country prepares to exit the pandemic lockdown and after securing a trade deal with the EU. Richard Buxton, Dan Nickols, Chris Smith and Richard Watts were in conversation with Edward Bonham Carter.

Ned Naylor-Leyland explains why a likely return to falling real interest rates and the strong operational performance of mining companies point to a bullish outlook for monetary metals.

Freddie Woolfe looks at promising signs of serious ESG-related policy reforms in the US, while also discussing the healthcare sector in this investment environment.

US interest rate moves have caused volatility in EMD year to date. But Alejandro Arevalo, Head of EMD, explains why the fundamental tailwinds behind EMD remain.

Is the reflation trade still valid? Are we on track for further dollar and bond weakness and cyclical asset strength? Listen to Mark Nash, Fund Manager, and Huw Davies, Investment Director, in discussion on the Strategic Absolute Bond Fund webcast.

In his latest webcast, Alejandro Arevalo, Head of EMD, explains why this is a great time to invest in EMD, but you need to know how to pick the right opportunities and avoid risks. Alejandro also provides an update on his funds.

Dermot Murphy considers whether Value stocks could act as a hedge against rising interest rates, while Joe Lunn explains why the green economy will be silver.

The durable goods boom of the past year is unlikely to be repeated, taking away a key input to drive post-pandemic inflation, says Ariel Bezalel.