Whatever it takes, no matter the cost?
Ariel Bezalel and Harry Richards argue that the Fed’s misguided focus on inflation will cause a deep recession – and offers compelling opportunities for fixed income investors.
An all-weather strategy for a tough macro environment
Global markets have faced a rough ride this year. How do investors navigate this choppy and uncertain environment? Ariel Bezalel and Harry Richards show how their strategy’s well-considered approach has historically delivered through some rough patches over the years.
When is the best time to buy gold?
Ned Naylor-Leyland says a dovish pivot from central banks may trigger a rally in gold and silver prices.
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Whatever it takes, no matter the cost?
Whatever it takes, no matter the cost?
Ariel Bezalel and Harry Richards argue that the Fed’s misguided focus on inflation will cause a deep recession – and offers compelling opportunities for fixed income investors.
Read time- 10 min.
04.10.2022
An all-weather strategy for a tough macro environment
An all-weather strategy for a tough macro environment
Global markets have faced a rough ride this year. How do investors navigate this choppy and uncertain environment? Ariel Bezalel and Harry Richards show how their strategy’s well-considered approach has historically delivered through some rough patches over the years.
Read time- 9 min.
28.09.2022
When is the best time to buy gold?
When is the best time to buy gold?
Ned Naylor-Leyland says a dovish pivot from central banks may trigger a rally in gold and silver prices.
Read time- 6 min.
26.09.2022
A rich vein of opportunity for gold & silver miners
A rich vein of opportunity for gold & silver miners
Ned Naylor-Leyland, Investment Manager for Gold & Silver, assesses the prospects for the unloved shares of gold & silver miners and a possible shift in Fed policy.
Read time- 4 min.
26.09.2022
Not out of the woods yet
Not out of the woods yet
Markets have bounced recently despite weaker economic data. Ariel Bezalel and Harry Richards argue the Fed’s pivot will be delayed and the slowdown sharp.
Read time- 6 min.
21.09.2022
When safe havens are hard to find
When safe havens are hard to find
Traditional portfolios allocated only to equities and bonds may not always provide the diversification needed. A permanent allocation to alternatives with low correlation can help.
Read time- 5 min.
14.09.2022
Notes from the Investment Floor: Everything is screaming recession
Notes from the Investment Floor: Everything is screaming recession
Adam Darling looks at the conflicting drivers of bond markets this year, as central banks tighten policy while major economies appear set for a painful recession.
Read time- 4 min.
09.09.2022
Notes from the Investment Floor: India – A wealth of investment opportunities
Notes from the Investment Floor: India – A wealth of investment opportunities
As India overtakes the UK to become the fifth largest economy in the world, Colin Croft, Investment Manager, explains the resilience of Indian equities year to date.
Read time- 6 min.
09.09.2022
Seeking true diversification during market turmoil
Seeking true diversification during market turmoil
Investors face problems in finding diversification when both global equities and bond markets fall. In such environments, the advantages of an allocation to uncorrelated assets are clear.
Read time- 5 min.
02.09.2022
Macro Monitor: Rates higher for longer?
Macro Monitor: Rates higher for longer?
The team managing the Jupiter Strategic Absolute Return Bond strategy analyses Fed policy and shares its outlook for interest rates and inflation.
Read time- 5 min.
01.09.2022
Reading the Fed tea leaves
Reading the Fed tea leaves
Ariel Bezalel and Harry Richards say the Federal Reserve may continue to raise rates to combat soaring inflation, belying a relatively dovish interpretation of the Fed’s tone by markets.
Read time- 5 min.
29.08.2022
Absolute Return Bond funds: A modern approach to diversification
Absolute Return Bond funds: A modern approach to diversification
Huw Davies, Investment Manager, Fixed Income - Absolute Return, discusses why investors are recognising the need to look beyond a traditional 60 / 40 structure in favour of a more modern approach.
Read time- 4.8 min.
19.08.2022
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