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

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.

How long can the rally keep going? When is it time to sell? Talib Sheikh looks at the fundamental indicators that point towards positive momentum.

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.

La pandemia globale, l'aumento del livello di disoccupazione, il crescente debito sociale e l'incertezza sull'impatto della Brexit che incombe su tutti noi: gli investitori hanno ragione a preoccuparsi per gli investimenti europei?

Abbie Llewellyn-Waters explains why she is sceptical of current market optimism about economies reopening, but not of the undeniable momentum in sustainable investing.

Ariel Bezalel condivide le sue prospettive su mercati finanziari ed economia globale nel 2021.

Ariel Bezalel looks at the bond market’s reaction to comments from some US Federal Reserve officials, and explains why he still isn’t worried about inflation.

Mark Nash looks at choppy bond markets in the first trading days of the year, and explains why he believes the Fed cannot sit back and let the market set rates.