Podcasts

22 October 2021 | Paul Dixey

All that Glitters...

We take an in depth look at gold and silver this week with Ned Naylor-Leyland, Fund Manager of the Jupiter Gold and Silver Fund. Having known Ned for a while, this was always going to be a thought-provoking conversation!

 

KEY POINTS

01:45 - Ned’s sceptical perspective led him naturally to gold and silver

05:28 - He explains why he is optimistic about these precious metals today given current market conditions

08:35 - ‘The interplay between inflation and the ability of central banks to give you a return on savings’ is one of the relationships one must be aware of when investing in gold and silver

09:12 - We discuss the Jupiter Gold and Silver Fund, the objectives, his investment process and some parts of the world he avoids due to excessive operating risk

11:14 - I ask Ned how he shifts his portfolio between ‘attacking’ and ‘defensive’ positions, depending on where we are in the economic cycle

13:02 - Ned explains what he means by silver being ‘gold’s volatile sibling’?

14:57 - And explains how he carries out his fundamental analysis on gold and silver mining companies

21:05 - We discuss the possibility of a great ‘reset’...

24:07 - The catalyst to drive gold and silver prices higher from here...

26:05 - And the role of gold and silver in an investment portfolio

27:27 - Ned has historically held Bitcoin so we discuss this and we finish with a couple of books to read with a gin and tonic in hand

 

Other Recent Podcasts
Investing in Biotech

03 November 2022

An update on Healthcare

26 October 2022

The Energy Crisis

07 October 2022

Bonus Episode - GAIN Summer Internship at Vermeer Partners

29 September 2022

Private Equity

22 September 2022

Indian equities

07 September 2022

A Global Investment Strategy

04 August 2022

The Myths & Realities of Inflation

21 July 2022

Investing in UK Supermarkets

11 July 2022

Why now for Japan?

23 June 2022

Investing in the UK

26 May 2022

The Future of Food

11 May 2022

38 years of stock picking

28 April 2022

Geopolitics, Inflation and Shane Warne

14 April 2022

Resilience, Leadership & the Power of Preparation

31 March 2022

Investing in the Tech Sector

17 March 2022

The Green Hydrogen Future

03 March 2022

India vs China

17 February 2022

Investing in Europe

02 February 2022

2021 Christmas Special

21 December 2021

The Future of the UK economy

17 December 2021

Is China too risky?

02 December 2021

The Energy Transition

26 November 2021

Transitory or Permanent Inflation

17 November 2021

FT Adviser

12 November 2021

Budget Special

03 November 2021

All that Glitters...

22 October 2021

Healthcare after the Pandemic

06 October 2021

Healthcare after the Pandemic

29 September 2021

What about Japan?

22 September 2021

Investing in the UK

08 September 2021

Investing in Asia

27 August 2021

Investing in the US

11 August 2021

A Stock Market Review with Simon King, CIO

02 August 2021

Investing in Global Equities with Tim Gregory

07 July 2021

How Netflix crushed traditional TV - Part 2

22 June 2021

How Netflix crushed traditional TV - Part 1

11 June 2021

What is wrong with Big Pharma? - Part 2

03 June 2021

What is wrong with Big Pharma? - Part 1

24 May 2021

Investing in Luxury and the Consumer - Part 2

14 May 2021

Investing in Luxury and the Consumer - Part 1

07 May 2021

The Art of Investment Podcast: Banking on a Future?

21 April 2021

The Art of Investment Podcast: The Energy Revolution

09 April 2021

The Art of Investment Podcast: Is this the Great Rotation?

29 March 2021

The Art of Investment Podcast: The New Digital Gold?

12 March 2021

The Art of Investment Podcast: Should we worry about inflation

26 February 2021

Back to News & Insights

Terms & Conditions

The information and services described on this website are not intended to be used by, or to be available to, persons accessing the website from outside the United Kingdom.

The value of investments and the income derived from them may go down as well as up and you may not receive back all the money which you invest.

The investments and investment services described or recommended on this website may not be suitable for all people.

Any information relating to past performance of an investment or investment service is not a reliable indicator of future performance.

No tax advice is provided and clients will need to seek advice from their independent tax advisor.

Fluctuations in the rate of exchange may have an adverse effect on the value, price or income of non-sterling denominated investments.

Vermeer Investment Management Limited, its associates, employees and/or clients may own or have a position in securities referred to on this website or may have provided advice or investment services in relation to any such security.

The Website is for information purposes only. Information contained on it is not intended to be an offer to buy or sell securities and this website should not be regarded as an offer or solicitation to conduct investment business as defined in section 21 of the UK Financial Services and Markets Act 2000 (FSMA).

Nothing on this website is intended to exclude or restrict any duty or liability which Vermeer Investment Management Limited may have under the FSMA (or any subsequent amending or replacement legislation) or the rules and regulations for the conduct of business made thereunder.

For the purposes of FSMA this website has been approved by Vermeer Investment Management Limited, which is authorized & regulated by the Financial Conduct Authority.

Please read our Privacy Policy. By clicking ‘accept’ you agree to be bound by the terms of this notice.

Accept