Gold Demand Trends: Q1 2026 (World Gold Council)
Gold demand saw a modest y/y increase in Q1 to 1,231t, while value surged to a record US$193bn. Bar and coin…
SWFs and Central Banks
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Revisiting Central Bank Credibility (PGIM)
Emerging markets have faced a succession of inflationary pressures over the past three years, including trade wars…
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Erik Balck Sørensen: How Denmark Built a Big-Tech Future (Swimming with Allocators)
Erik Balck Sørensen shares his journey from serial founder in an almost non-existent Danish startup scene, to CIO…
The Effect of the Federal Reserve on the Stock Market: Magnitudes, Channels and Shocks (U.S. Federal Reserve)
The authors survey and extend work on the Federal Reserve’s effect on the stock market, focusing on three…
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