Section
Gold
899 posts
Gold Is No Longer a Commodity: Five Forces Reshaping Strategic Portfolios
In a wide-ranging conversation on The Meb Faber Show,¹ Inigo Fraser-Jenkins, Chief Investment Strategist at AllianceBernstein, works through…
China's Gold Chase: Strategy, Not Speculation
When Chinese President Xi Jinping tells Spanish Prime Minister Pedro Sánchez that "the international order is crumbling into…
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.
Gold Regains Its Luster
by Adam Turnquist, Chief Technical Strategist, LPL Research For an asset often designated as a store of value,…
The 100-Year Portfolio: State of Mind vs. Allocation?
In a research paper published in August 2026, Inigo Fraser Jenkins of AllianceBernstein makes a provocative argument: the…
Gold Miners in 2026: Beneath the Surface, the Case Is Building
by Christopher Gannatti, CFA, Global Head of Research, WisdomTree Key Takeaways Gold miners’ all-in sustaining costs have risen…
When Everybody Is on the Same Side of the Trade | David Rosenberg & Richard Bernstein
The AI Bubble, the Credit Market Signal, and What David Rosenberg and Richard Bernstein Own Instead
Sometimes Good Isn’t Good Enough
by Craig Basinger & Derek Benedet, Purpose Investments As we pass the halfway point of S&P 500 Q2…
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 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.…