Financial Advisors Get 13 Must-Reads as Gold, Bonds and Semiliquid Fund Risks Lead
Updated
Updated · Wealth Management · Jul 21
Financial Advisors Get 13 Must-Reads as Gold, Bonds and Semiliquid Fund Risks Lead
3 articles · Updated · Wealth Management · Jul 21
Summary
13 investment must-reads published Tuesday for financial advisors spotlighted market positioning, fund structure and portfolio-risk themes rather than a single market-moving event.
Jan van Eck’s outlook led the list: he remains bullish on gold for the next decade, bearish on Bitcoin in 2026, and more constructive on stablecoins and corporate blockchain uses.
Morningstar added a product-warning note, saying only 1 of 8 recently rated semiliquid funds earned a Bronze rating because high fees can outweigh strong teams or disciplined processes.
Several picks focused on allocation and market plumbing, including bonds after the Iran War pushed yields higher, Goldman’s capital-call funding idea, and concerns that deficits and hedge-fund Treasury trades could strain the bond market.
The roundup also pointed to industry shifts beyond public markets, from 104 ETF share-class filings with only 4 launches to nontraded closed-end funds reaching $261 billion in second-quarter net asset value.