Avinash Vazirani explains why you’ll probably hear a lot about India this year, as trade deals, GDP growth and vaccines make news.

What effect is so-called ‘reflation trade’ having on long duration ‘quality growth’ businesses and why are European smaller companies so attractive?

The team focused on the technology sector and how it has performed over the past 12 months. The team then discussed the market impacts of longer lockdowns. Was the ‘reopening’ rally premature? Or will a growth surge still materialise?

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

In an article that first appeared on ESG Clarity, Jupiter’s sustainable investing team describe how they analyse companies to evaluate progress on climate change.

As the prospects for global economic recovery become more apparent, it is not just oil and the traditional hard commodities such as copper, iron ore and steel which are seeing price rises.

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.

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.

Confidence, that most intangible and ephemeral of factors, may determine the economic future.

Avinash Vazirani, Fund Manager of Jupiter’s India strategy, discusses the highlights from India’s 2021 Union Budget, as well as its implications for India over the longer term.

Ariel Bezalel says reflation trade proponents may have gotten ahead of themselves and that we will remain in a low-rates-for-longer environment.

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.