The Gold Investment Thesis Revisited

Published on April 28, 2025

Gold has been a high-performing investment over the prior year. It has rallied on the back of falling short-term interest rates and recently increased uncertainty about global trade and economic growth.

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Zephyr's Adjusted for Risk: Investment Insights - The Power of Free Cash Flow

April 28, 2025
Ryan Nauman and Michael Mack delve into the significance of free cash flow as a factor in investment management, the importance of sector adaptability, the contrast between value and growth investments, and the relevance of quality in portfolio construction.

Will the Stock Market Soar, Stall, or Plummet?

April 28, 2025
We have good and bad news for investors who want to know whether the stock market will soar, stall, or plummet. First, the good news. This article presents a market path for what lies ahead. Unfortunately, the “right” path lies among three likely scenarios.