Gold in the Spotlight as Deglobalization Trend Accelerates

Published on March 5, 2026

Gold is going to become increasingly important as the deglobalization and de-dollarization trend that took off last year continues to gain steam, according to a recent report.

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SFVegas 2026: What Happened Doesn’t Have to Stay in Vegas

March 5, 2026
As industry experts convened at SFVegas 2026, the world’s largest structured-finance conference, insurers showed up in large numbers, underscoring growing exposure to securitized assets and private credit in portfolios. We also attended the event and returned with a few key takeaways.

Market Implications and Manager Reactions to Iran Escalation

March 5, 2026
Markets are responding primarily to uncertainty, with oil prices rising and equities volatile. The economic impact will depend largely on energy supply disruption, particularly whether oil prices remain contained or move sharply higher.