In Europe - are you going where the growth is?
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?
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In Europe - are you going where the growth is?
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?
A heady cocktail of demand for silver
A heady cocktail of demand for silver
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
Tempo di lettura - 3 min.
Silver rumbling, earthquake coming?
Silver rumbling, earthquake coming?
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.
Tempo di lettura - 5 min.
Notes from the Investment Floor - Taking the 'high' out of high yield
Notes from the Investment Floor - Taking the 'high' out of high yield
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.
Tempo di lettura - 5 min.
Don’t fear the froth … yet
Don’t fear the froth … yet
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.
Tempo di lettura - 5 min.
Active Minds – Bigger than Gamestop? Reddit magnifies silver shortage
Active Minds – Bigger than Gamestop? Reddit magnifies silver shortage
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?
Tempo di lettura - 4 min.
Ariel Bezalel and Harry Richards: Latest webcast
Ariel Bezalel and Harry Richards: Latest webcast
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.
Investire in Europa – Opportunità di crescita interessanti?
Investire in Europa – Opportunità di crescita interessanti?
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?
Active Minds – Normality might come slowly, but sustainability is here to stay
Active Minds – Normality might come slowly, but sustainability is here to stay
Abbie Llewellyn-Waters explains why she is sceptical of current market optimism about economies reopening, but not of the undeniable momentum in sustainable investing.
Tempo di lettura - 4 min.
Lettera agli investitori
Lettera agli investitori
Ariel Bezalel condivide le sue prospettive su mercati finanziari ed economia globale nel 2021.
Tempo di lettura - 10 min.
Active Minds – Treasury yields rise, but don’t worry about inflation
Active Minds – Treasury yields rise, but don’t worry about inflation
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.
Tempo di lettura - 6 min.
Active Minds – Bond market wobbles over election, Fed direction
Active Minds – Bond market wobbles over election, Fed direction
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.
Tempo di lettura - 7 min.
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