March 09, 2021

Scoping the Progress of ESG in Gold Mining

by Joe Foster, Portfolio Manager, Gold Strategy

ESG reporting is becoming as important as operations and finance reporting for gold companies. We expect the Paris Agreement, calling for net-zero greenhouse gas emissions by 2050, to be a primary goal.

February 09, 2021

In the Inflation/Reflation Debate, Gold Could Win

by Joe Foster, Portfolio Manager, Gold Strategy

An inflationary cycle would be the most bullish for gold, however, a low growth, low inflation situation can present risks that could drive gold for years.

January 13, 2021

New Year, Same Risks Drive Gold

by Joe Foster, Portfolio Manager, Gold Strategy

While pandemic-related drivers were responsible for much of gold’s movement in 2020, we expect many of the other drivers that helped to propel gold in 2020 to continue in 2021.

December 08, 2020

Gold May Offer Safeguards Beyond the Vaccine

by Joe Foster, Portfolio Manager, Gold Strategy

Positive news about COVID vaccines created euphoria in the stock market, causing gold to fall through the $1,800 per ounce level, but risks remain that we believe can drive gold to new highs.