Gold Tag

Spotlight Franco-Nevada: Innovating Gold Production

02 Sep, by Knowledge Leaders Team in Knowledge Leaders

Franco-Nevada is the world’s largest gold royalty and streaming company. This means the firm invests in gold and mines, but indirectly, the idea being to provide investors with exposure to gold prices and gold exploration while limiting the risks of investing directly in mining companies....

Mid-Quarter Update: Prognosis Negative

28 Feb, by Steven Vannelli, CFA in Markets, News

Widespread underperformance of Dow Jones Industrial Average stocks is a significant negative indicator for US stocks in our view. In this special report, we present charts of the 30 Dow stocks relative to long-duration US treasury bonds and gold for the last five years. Spoiler:...

What’s Behind the Breakout in Gold?

20 Feb, by Bryce Coward, CFA in Economy, Markets

This week’s breakout in gold is an epic expression of our times in which potential economic problems are quickly followed by massive actual and expected responses by central banks and governments. The problem de jour (for both markets and the public) is of course the...

Oil Is Breaking Out, So Are Inflation Expectations

19 Apr, by Bryce Coward, CFA in Markets, Portfolio Management

After spending the last four months consolidating gains, crude oil is breaking higher again, and it's taking inflation expectations with it (charts 1 & 2). The break higher in crude isn't surprising given that oil fundamentals haven't been this good in years. Neither is the...