Tag: Gold
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Defence, Energy, and Gold: The 2026 Geopolitical Portfolio
Defence, energy, and gold form the three pillars of the 2026 geopolitical portfolio. Why these are structural positions, not tactical trades, and how to construct a framework for investing in persistent conflict risk.
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Gold Breaks $4,000: The Ultimate Safe Haven in Uncertain Times
Gold surpasses $4,000 per ounce for the first time as central bank buying runs at double the decade-long average and Western ETF demand records its strongest quarter in history. Why $4,000 is a waypoint, not a ceiling.
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Russia Invades Ukraine: The Biggest European Conflict Since WWII
The largest armed conflict in Europe since 1945 fractures global commodity markets, weaponises the financial system, and ends three decades of peace-dividend investing. What the market implications mean for commodities, defence, energy security, and portfolio construction.