Section
Gold
903 posts
Gold and Utilities: Defensive Appeal Under Pressure
by SIACharts.com Utilities have historically faced headwinds when yields rise, and two characteristics of the sector account for…
Beyond the Commodity Cycle
A white paper on the investment case for global resource companies in 2026.
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.
Markets at the Crossroads: What J.P. Morgan's 4Q 2026 Guide Tells Advisors Now
J.P. Morgan Asset Management's latest Guide to the Markets 1 (U.S., 4Q 2026, as of September 30, 2026)…
Gold: Old and New
by Craig Basinger, Chief Investment Strategist, Purpose Investments In early 2022, U.S. inflation as measured by CPI peaked…
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…
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…