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Thought Leaders - Joe Foster
Portfolio Manager, Gold Strategy

About Joe

Joe brings a unique perspective developed over a 40-year career including experience as an exploration geologist. When not travelling around the globe to visit mining operations, he can be found writing his widely read monthly update, speaking with clients and journalists as a leading industry expert, and weaving through NYC traffic on his bike to and from the office.

Meet the Man Behind the Gold Monthly.

My Insights

Gold Investing

February 09, 2021

In the Inflation/Reflation Debate, Gold Could Win

by Joe Foster, Portfolio Manager, Gold Strategy

An inflationary cycle would be the most bullish for gold, however, a low growth, low inflation situation can present risks that could drive gold for years.

Natural Resources

February 02, 2021

Barron’s: How to Play the Commodities Rally

by Roland Morris, Portfolio Manager and Strategist,

Charl Malan, Senior Analyst,

Joe Foster, Portfolio Manager, Gold Strategy

Commodities are starting to revive after 10 years of underperformance. This Barron’s article explores how investors can gain exposure to the extended run that appears to be taking shape.

Gold Investing

January 13, 2021

New Year, Same Risks Drive Gold

by Joe Foster, Portfolio Manager, Gold Strategy

While pandemic-related drivers were responsible for much of gold’s movement in 2020, we expect many of the other drivers that helped to propel gold in 2020 to continue in 2021.