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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Emerging Markets: At the Heart of the Strategic Materials Supercycle (RBC Global AM)
As demand for strategic materials is set to more than double by 2040 and supply struggles to keep pace, emerging…
U.S. Midterms 2026: Key Policy And Market Considerations (BNY)
Early polling suggests the midterms may lead to control being shared between parties, potentially…
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CIO reading list: The U.S. Treasury, private markets, AI, and more
This month’s reading list spotlights...