Section
Gold
887 posts
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…
Metals Everywhere, All at Once
Jeff Currie, long-time commodity trader, and partner at Carlyle, on Hoarding, De-Dollarization, and Why the Commodity Supercycle Still Has Years to Run
The Case for Core International Equity Exposure
Michael Greenberg, Head of Americas Portfolio Management at Franklin Templeton explains why international equities are no longer a tactical side bet, but a structural core allocation—and how disciplined portfolio construction is becoming the real source of durability
Breadth Is Back — But It’s Not the Story Most Investors Think It Is
Schwab's Liz Ann Sonders and Kathy Jones on markets, policy, productivity, and what’s really powering returns beneath the surface
Gold, Silver, and the Anatomy of a Crowded Trade
Liz Ann Sonders on Volatility, Positioning, and Why Precious Metals Are No Longer “Sleepy” Assets.
Gold and Silvers’ Most Volatile Day
by Nitesh Shah, Director of Research, WisdomTree Europe Key Takeaways On January 30, 2026, gold and silver experienced…
The Primary Rationale for the Gold Bull’s Run is Persistent Apathy
by Jeff Weniger, CFA, Head of Equity Strategy & Kevin Flanagan, Head of Fixed Income Strategy, WisdomTree The…
Energy, Copper, and Gold ETFs and a World Running Out of Slack
Listen on The Move When commodities stop behaving like trades and start behaving like truth detectors, portfolios—and…
BMO GAM 2026 Outlook: Five Themes, Many Threads
BMO Global Asset Management (BMO GAM)’s January 2026 Market Outlook1, delivered by Chief Investment Officer Sadiq Adatia, opens…
Periodic Table of Commodities Returns: Silver Took the Gold in 2025
by Frank Holmes, CEO-CIO, U.S. Global Investors Every year around this time, we update one of our most…
Precious Metals Aren’t Predicting Economic Collapse
by Lance Roberts, RIA In 2025, the prices of precious metals rose sharply, with silver prices recently surging…
The Golden Ascent
We examine what’s driving gold’s ascent — from central bank reserves to portfolio hedging — and why it can play a strategic role for investors.
Gold’s near-term volatility provides opportunity
by Russ Koesterich, CFA, JD, Portfolio Manager, BlackRock In this article, Russ Koesterich discusses gold’s recent positive correlation…