Hi there.
In this week’s edition of Research Insights, I cover two topics of practical relevance to investors:
First, I discuss the role of gold in investor portfolios. Is it still a reliable hedge? Should it be timed tactically or held strategically? I review recent academic findings that shed light on these questions.
Second, I discuss a new paper that uncovers predictable patterns in U.S. equity returns around earnings seasons, and what this means for timing the market.