When stocks bleed and gold dominates: why a portfolio review is more important than ever – Views on news from Equitymaster

At home The long view January 23, 2026 – When Stocks Bleed and Gold Leads: Why a Portfolio Review is More Important Than Ever January 23, 2026 Image source: David Gyung/www.istockphoto.com Stocks are testing patience, while gold and silver are testing price ceilings. This month, the market mood was uneasy and uncertain for […]

Building resilience, not just returns: the case for multi-asset funds

Markets never move in straight lines. No investor can predict the direction of the next cycle. There are periods of strong profits and high confidence, followed by times when bond yields rise, inflationary pressures increase or global events shake sentiment. These shifts are natural: markets go through cycles of optimism and caution.In this environment, investors […]