We review gold’s long-term returns since 1971. We further examine key drivers that are behind gold returns and point out these factors, inflation, inflation expectation, interest rates, economic uncertainties, international demand and geopolitical events, have a more complex relationship with gold prices.
We review the state of the economy, market trends, valuation and internals.
We look at several famous lazy portfolios and discuss asset allocations and diversification effect in portfolio construction.
We look at several famous lazy portfolios and discuss asset allocations and diversification effect in portfolio construction.
We look at the latest factor based ETFs and their momentum based rotation portfolios