Section
Precious Metals
1045 posts
What is going on with gold?
by Russ Koesterich, CFA, JD, Portfolio Manager, BlackRock Summary Russ Koesterich explains gold’s recent fall and lays out…
The Minerals Beneath the Machine: What the IEA's 2026 Critical Minerals Outlook Means for Investors
The IEA's (International Energy Agency) Global Critical Minerals Outlook 20261 does not read like a research report. It…
The Conviction Gap: What Most Advisor Portfolios Are Missing at the Core
Most advisor portfolios mistake active weight for manager conviction. Franklin Templeton's five-factor core equity suite fixes that, starting with a proprietary conviction signal that extracts what managers actually believe.
From Energy to Metals: The Commodity Case Is Broadening
A Goldman Sachs research report published June 28, 2026, makes the case that the commodity diversification argument has not weakened following the Iran conflict resolution — it has evolved.
Ninepoint Partners’ Mid-Year Outlook 2026: Repricing the Future
A new regime has arrived. The consensus that began 2026 — inflation drifting back to target, central banks…
The End of the Options-Based Income ETF Trade-Off
Listen on The Move The options income ETF industry just crossed $1 trillion in assets — and…
Gold Looks Oversold. Is This the Contrarian Moment Investors Have Been Waiting For?
by Frank Holmes, CEO, CIO, U.S. Global Investors Gold has always had a way of testing investors’ expectations.…
The Cost of Capital May Be Changing
by SIACharts.com The Signal Beneath the Headlines One of the more important developments for portfolio performance six months…
Market Ethos: IPOs, Oil and Gold
by Craig Basinger & Derek Benedet, Purpose Investments Conversations with investors during client events and advisors from one…
The ETF Market Has Quietly Rebuilt Itself Around 2022's Wreckage. RBC's Valerie Grimba Explains What Advisors Are Missing.
The 60/40 portfolio didn't just underperform in 2022. It failed on its own terms. Both legs went down…
The Physical Economy Strikes Back: Why Commodities and Industrial Metals Belong in Every Serious Portfolio
By Pierre Daillie, AdvisorAnalyst The Iran war changed the conversation. In one geopolitical shock, commodities went from a…
Gold is Doing its Job, Just Not the One Investors May Expect
by Kristian Kerr, Head of Macro Strategy, LPL Research Additional content provided by Brian Booe, Associate Analyst, Research.…
Gold rush or fool’s gold? 3 views on surging prices
by Paul Benjamin, Lisa Thompson, and Rob Lovelace, Equity Portfolio Managers, Capital Group With gold prices rising to…
Market Ethos: Scarcity Wins
by Nicholas Mersch, CFA, Associate Portfolio Manager, Purpose Investments Q1 2026 was the quarter the market stopped paying…
The Four-Piston Portfolio: Why Diversification Needs an Engine, Not Just a Label
Listen on The Move What if the reason your portfolio fails you isn't the assets you picked…
What’s Driving Gold’s Stumble? Checking Underneath the Tape
by Adam Turnquist, Chief Technical Strategist, LPL Research Additional content provided by Brian Booe, Associate Analyst, Research. As…