Rob Lovelace
Equity portfolio manager with multi-decade experience and a background covering metals and mining, offering a skeptical view of gold as a long-term investment.
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Mar 26, 2026 • 22min
All that glitters: What's driving up gold prices?
Rob Lovelace, a metals-focused equity manager skeptical of gold as a long-term hold. Lisa Thompson, a 30-year portfolio manager who highlights central bank buying and reserve diversification. Paul Benjamin, a balanced fund manager who uses gold as a diversifier and favors royalty/streaming companies. They discuss real rates, central bank purchases, reserve diversification in emerging markets, and royalty/streamer exposure versus physical metal.
