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Despite Rally, Gold Still Presents a Strong Investment Case

In cases where an asset is in the midst a strong rally, investors are typically gripped with the fear that they already missed out on the major move. That doesn’t appear to be the case with gold, which should be approached with a...
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There’s Still No Place Like Home

Earnings in the US Continue to Propel US Past International By Adam Grossman, CFA ...
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AI Infrastructure Buildout Could Benefit This Growth-Driven ETF

Artificial intelligence (AI) continues to be a prime catalyst for large-cap ETFs tilted toward growth. Companies integral to meeting the hardware demands of AI infrastructure buildout may be Broadcom, Palantir, and Nvidia. All three are core holdings currently in the VictoryShares Free Cash...
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World Markets Watchlist: October 27, 2025

Our global markets watchlist tracks nine prominent indexes from economies around the world. The list includes the S&P 500 from the United States, TSX from Canada, the FTSE 100 from England, the DAXK from Germany, the CAC 40 from France, the Nikkei 225...
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Thornburg Discusses Future Returns With International Equities

Decades of global market dominance by U.S. equities have caused investors to wonder if today’s market valuations may not support the underlying fundamentals. If that’s the case, a more lucid picture of future returns could be found in international equities investing. Thornburg Investment Management’s...
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Asset Allocation Bi-Weekly – The Debasement Hedge: A Tale of 2 Safeties

The surge of gold past the $4,000-per-ounce level in October marks a definitive pivot in market behavior. Unlike past rallies driven by stock market fear, the current move is distinctly characterized by a structural rotation away from sovereign debt and toward tangible assets....
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