Rajat Bhattacharya

When the distribution of investment outcomes is wide, the rational response is not to bet on one scenario.

Why an all-weather portfolio is your best friend

Gold’s historically low correlation with other assets makes it one of the best portfolio diversifiers.

Why gold remains our top conviction for 2026

American consumers, with outsized household spending, enable global companies to sell the same goods in the US at profit margins multiple times those in Asia or even Europe.

For Trump, it’s all going as planned