Gold in Pension Funds: Case Studies (World Gold Council)
Although discussion of gold allocations can sometimes be presented in theoretical terms, this note cites a number…
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A Golden Era for Equities in an Age of Crisis (Robeco)
Global equity markets are being sustained by record earnings and strong economic growth in the U.S. and emerging…
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Why Equities Can Still Thrive as Bond Yields Rise (Robeco)
Rising government bond yields have led some investors to question whether they should still be taking risks in…
The Market Cycle Isn’t Your Client’s Time Horizon (New York Life Investment Management)
Markets obsess over what happens next. But clients’ goals may be years or decades away. Julia Hermann explains how…
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CIO reading list: The U.S. Treasury, private markets, AI, and more
This month’s reading list spotlights...