Gold is not just a precious metal, but a powerful asset that can enhance an investor's portfolio performance and resilience. Nitesh Shah and Jeremy Schwartz explore how gold can hedge against inflation, geopolitical shocks, financial crises and more, while offering attractive returns and low correlations.
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Earlier this month, Saudi Arabia, the largest and most influential OPEC member, cut its selling prices across most regions. Will OPEC follow suit and adjust its demand forecasts? Nitesh Shah and Jeremy Schwartz discuss this and outline ways to invest.
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Commodities are a strong strategic asset that offers great diversification benefits, inflation hedging and a long-term risk premium, but many people only see commodities as a short-term tactical instrument. Against this backdrop, Nitesh Shah and Jeremy Schwartz discuss how commodity prices generally rise in soft landings and how investors could be missing an opportunity by sitting on the sidelines.
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On the latest episode of the Behind the Markets podcast, Jeremy Schwartz and Nitesh Shah spoke with Warren Pies, founder of 314 Research, about his views on the economy, commodities like gold and oil, and his quantitative modeling for the markets and asset allocation portfolios.
In the last two years, commodities have outperformed every major asset class by double-digit margins. Nitesh Shah and Jeremy Schwartz present a case for commodities as a source of diversification in a multi-asset portfolio.
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U.S. natural gas prices (Henry Hub Futures) have declined 51% in the past month, marking the worst 30-day performance on record. Nitesh Shah discusses the impact of these falling prices.
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