Worth Its Weight? Assessing Gold’s Portfolio Utility (DE Shaw)
We find that gold's long-term relationship with global growth, coupled with its lack of correlation to the shorter…
Commodity Markets Outlook
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Oil and Gas: The Case for Higher Returns (UBS AM)
Oil and gas companies have historically delivered modest returns despite a favorable environment – averaging just…
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Unearthed: Tariffs, Fed Uncertainty, and Gold’s Surge (World Gold Council)
In this episode of Unearthed, hosts John Reade and Joseph Cavatoni, Senior Market Strategists at the World Gold…
Drivers Behind U.S. Cattle Herd Size Stagnation (UBS AM)
U.S. cattle herd size has steadily declined since 1973, reaching its lowest level on record in 2024 – over 30%…
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