
David Lewis
Fund Manager, Independent Funds
Joined Jupiter in November 2008
Latest Insights
Webcast recording: In Europe - are you going where the growth is?
Webcast recording: 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.