The Case for Gold as an ‘All-Weather’ Investment

Published on October 6, 2026

Long viewed as an emergency brake for macroeconomic panic, gold is starting to prove itself as much more than a crisis asset.

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QuantStreet October 2026 Letter: Interest Rate Worries

October 6, 2026
Societal angst about AI continues to grow. Whether it’s concern about misalignment or potentially misdirected investment, the AI-may-be-bad narrative is gaining traction. In stark contrast, the AI trade in financial markets was alive and well in September of 2026.

Will the Real Yield Please Stand Up?!

October 6, 2026
Our real gross domestic product (GDP) forecast for 2026 is 2.5% (based on our Global Investment Management Survey) versus the Federal Reserve’s (Fed's) forecast of 2.2% and the Wall Street consensus of around 2%.