George Fox

Richard Watts looks at a volatile start to the year in investment markets, and appraises the prospects for economic growth in 2022.

Ned Naylor-Leyland, head of strategy for Gold&Silver, explains the curious divergence in the price of gold and real interest rates and argues that a Fed policy error may be the trigger for a golden rebound.

Ned Naylor-Leyland, head of strategy Gold&Silver, spiega la strana divergenza tra il prezzo dell’oro e i tassi di interesse reali, e afferma che un errore della Fed sulla politica monetaria potrebbe determinare una ripresa dell’oro.

Mark Nichols provides insight into how the investment team identifies excellent companies to invest in for the long term. Mark says the team seeks out European businesses with strong franchises and sustainable competitive advantages that allows these companies to charge high prices for their products or services.