Gold renaissance: Investors rediscover the power of gold

To assuage your “Zoom fatigue” we’ve given our fund managers just eight minutes each to share the latest insights on their areas of expertise. The first event in this “Quick thinking” series featured Alejandro Arevalo on why this could be a great time to allocate to emerging market debt, Mark Nash on finding diversification in alternative fixed income, and Ned Naylor-Leyland on the stories behind the headlines in gold and silver.

Ned Naylor-Leyland, Head of Gold & Silver, discusses what’s driving monetary metals this year. Is loose policy from a Democrat US government good news for gold investors?

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.

Ned Naylor-Leyland explains why gold and silver are best seen not as commodities but as monetary metals with a vital economic role.