Section
Gold
865 posts
Precious Commodities: Assessing Gold and Oil in the Pandemic Age
Dynamic Funds' Portfolio Managers, Robert Cohen and Jennifer Stevenson views on gold and oil, and positioning in the current economic climate.
June 24, 2020
Navigating Volatility: The Case for Tactical Alpha
In today's volatile markets, alternative investments are key for diversification, resilience, and returns, but they demand expertise to navigate. Ash Lawrence, Head of AGF Capital Partners and Scott Radke, CEO and Co-CIO of New Holland Capital discuss...
Here’s 5 Reasons Why Gold Miners Have Massive Outperformance in the Tank
by Bryce Coward, CFA, Knowledge Leaders Capital As I write this note on a dreary Friday afternoon from…
May 18, 2020
What’s Behind the Breakout in Gold?
by Bryce Coward, CFA, Knowledge Leaders Capital This week’s breakout in gold is an epic expression of our…
February 21, 2020
SIA Weekly: Two markets impacted by the currency war
It has been a week since the Fed cut interest rates by 0.25% and in that time, investor…
August 9, 2019
Golden times for gold: What's behind the ongoing rally?
by Erik Ristuben, Russell Investments On the latest edition of Market Week in Review, Chief Investment Strategist Erik…
July 21, 2019
A More Dovish Fed Signals a Change in Investor Sentiment
Last week’s Fed meeting, which hinted that we could potentially see 1-2 interest rate cuts in the US…
June 28, 2019
Gold holds up even as equities rip
by Russ Koesterich, Portfolio Manager, Blackrock • the mystery of why gold is performing surprisingly well while stocks…
March 8, 2019
Market Ethos: All that glitters
by Derek Benedet, Craig Basinger, Chris Kerlow, Alexander Tjiang, RichardsonGMP Unlike some attractive investments, gold tends to shine…
March 4, 2019
4 potential reasons for the gold rally
by Russ Koesterich, Portfolio Manager, Blackrock Russ discusses why gold, not a popular asset class until recently, has…
November 2, 2018
SIA Weekly: A Look at U.S. Regional Banks and Gold
Although the two days of panic trading encountered last week has subsided somewhat, broad indices, sectors and stocks…
October 19, 2018
Offsides Positioning in Gold, Bonds and the US Dollar Will Make for an Interesting Fall
by Bryce Coward, CFA, Knowledge Leaders Capital We are living through a period of extremely crowded trades at…
August 23, 2018
The Dog Days of August
As the dog days of August arrive, world stock markets find themselves at a potential turning point. Historically,…
August 17, 2018
Why gold may be looking cheap
Russ describes the signs that gold, notoriously difficult to assess, is starting to look cheap. Of all the…
July 30, 2018
SIA Weekly: The Trend in the Cannabis Sector and Gold
by SIACharts.com In recent issues of the Equity Leaders Weekly, we have been highlighting emerging trends across world…
May 17, 2018
It's Time To Get Real With Your Investment Portfolio
by Jesse Felder, The Felder Report Taken together, stocks and bonds have never, in over 100 years of…
December 11, 2017