La rinascita dell'oro: Gli investitori ritrovano il potere dell'oro

Ned Naylor-Leyland, responsabile della strategia Gold & Silver, discute i fattori che stanno spingendo i metalli monetari quest'anno. Le politiche morbide del governo democratico statunitense sono una buona notizia per gli investitori in oro?

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.

In un nuovo video intervista, Ned Naylor Leyland, Head of Strategy, Gold & Silver, considera i fattori che potrebbero influenzare i prezzi dei metalli monetari durante il corso dell'anno.(video sottotitolato in italiano)

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.

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.

Ariel Bezalel ritiene che sia poco probabile che il boom dei beni durevoli dello scorso anno si ripeta, e ciò priverà l’economia di un driver di inflazione chiave.

Financial innovation is disrupting the world as we know it. Guy de Blonay and Antoine Hucher discuss the fintech themes they think have the best investment potential.

The US Federal Reserve’s reaction to panicking markets won’t have done much to calm nerves.

Jupiter’s experts Richard Buxton, Dan Nickols, Harry Richards and Adam Darling give their thoughts on Chancellor Rishi Sunak’s pandemic Budget.