Question-and-Answer SessionAbsolutely. So maybe we'll just kick off at the top of the house. Again, we find ourselves in a cross current of geopolitical uncertainty, tariff policy, but at the same time, it feels like corporates are feeling good to start the year, deregulation across sectors, potential for lower rates. So maybe let's start with how your consumer, corporate, institutional and wealth clients are considering these factors as they think about activity levels in '26?Michael SantomassimoSenior EVP ...

IAMGOLD Corporation (NYSE:IAG) is one of the most undervalued Canadian stocks to buy according to hedge funds. On February 4, CIBC raised its price target for IAMGold to $34 from $20 with an Outperformer rating. The adjustment is part of a broader sector update in which CIBC raised its gold price forecasts. The firm also increased its copper price assumptions. CIBC stated that while the demand drivers seen in 2025 are expected to persist through 2026, the market remains influenced by heightened geopolitica ...

Core Viewpoint - Gold is projected to achieve another record performance in 2026, driven by geopolitical uncertainty and strong central bank purchases [1] Group 1: Market Drivers - Geopolitical uncertainty remains a significant factor influencing gold prices [1] - Robust buying from central banks is contributing to the bullish outlook for gold [1] Group 2: Analyst Forecasts - Analysts are increasing their forecasts for gold prices as market conditions evolve [1]

We recommend a Hold for iShares Core High Dividend ETF ( HDV ) as a way to maintain quality stocks in our portfolio at a time of geopolitical uncertainty and significant government influence in theAnalyst’s Disclosure: I/we have no stock, option or similar derivative position in any of the companies mentioned, and no plans to initiate any such positions within the next 72 hours. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from Seeking Alp ...

eQ Plc financial statements release3 February 2026 at 8:00 a.m. January to December 2025 in brief The Group's net revenue for the reporting period was EUR 58.2 million (EUR 65.6 million 1 January - 31 December 2024). The Group’s net fee and commission income was EUR 58.5 million (EUR 63.8 million). The Group’s operating profit fell by 21% to EUR 27.4 million (EUR 34.5 million).Earnings per share were EUR 0.52 (EUR 0.66).Net revenue in the Asset Management segment decreased by 3 per cent to 56.9 million eur ...

Core Insights - Gold has reached a record high of $5,300 an ounce in 2026, marking a 17% increase so far this year after a 64% surge in 2025 [2] - Gold ETFs, particularly the SPDR Gold Trust (GLD), have seen significant inflows, with $370 million added this month alone, indicating strong investor interest [2] - The rally in gold prices is driven by rising geopolitical uncertainty and US government policy risks, prompting investors to seek tangible assets [3] Market Dynamics - The weakening US dollar and record high equity markets suggest a lack of confidence in the dollar as a reserve asset, leading investors to favor gold as a safe haven [3] - Major banks, including Goldman Sachs, have raised their gold price targets, predicting prices could reach $5,400 an ounce by the end of 2026, with the London Bullion Market Association forecasting an average price of $4,742 this year [4]

This copy is for your personal, non-commercial use only. Distribution and use of this material are governed by our Subscriber Agreement and by copyright law. For non-personal use or to order multiple copies, please contact Dow Jones Reprints at 1-800-843-0008 or visit www.djreprints.com. Gold Surges Past $5,000 for First Time, Silver Soars Again. Why They Can Keep Rallying. By Alex Kozul-Wright In this article GC00 SPX NEM ABX Gold rockets past $5,000 for first time. Its rally isn't showing any signs of slo ...

Citi Research January 20, 2026 GCC Navigating Growth Amid Oil Oversupply and Geopolitical Uncertainty Ilker DomacAC Economist ilker.domac@citi.com +971-4509-9588 Gultekin IsiklarAC Economist gultekin.isiklar@citi.com +90-212-319-4915 See AppendixA-1 for AnalystCertification, Important Disclosures and ResearchAnalystAffiliations Citi Research is a division of Citigroup Global Markets Inc. (the "Firm"), which does and seeks to do business with companies covered in its research reports. As a result, investors ...

Core Viewpoint - Geopolitical uncertainty, particularly during President Donald Trump's second term, is expected to persist, which may drive increased investment in defense stocks [1] Group 1: Geopolitical Context - Ongoing global security issues include tensions in regions such as Greenland, NATO, Venezuela, and Iran [1] - The current geopolitical landscape is characterized by instability, which is likely to continue influencing market dynamics [1] Group 2: Investment Implications - The persistent geopolitical uncertainty is anticipated to serve as a catalyst for growth in the defense sector [1]

Group 1: Optimism in Technology - The mood at Davos was notably optimistic regarding artificial intelligence, with discussions on "world models" and "physical AI" indicating a shift from hype to production, supported by significant capital availability [2][3] - Elon Musk's presentation on Tesla's vision for robotaxis and AI development reset the atmosphere, with predictions of widespread driverless robotaxis in the U.S. by the end of 2026 and AI potentially surpassing human intelligence this year [8][10] Group 2: Geopolitical Concerns - Conversations at Davos frequently shifted from technological advancements to geopolitical issues, including tariffs and the acquisition of Greenland, highlighting a growing sense of uncertainty in global investment rules [6][7][17] - Finance ministers emphasized the need for reassurance amidst geopolitical tensions, with South Africa's finance minister noting that the primary risk to the economy is the geopolitical situation [14][16] Group 3: Diverging Perspectives - The conference showcased two contrasting narratives: one focused on technological innovation and the other on navigating geopolitical uncertainty, often occurring within the same discussions [18] - Industry leaders like Joe Kaeser of Siemens Energy framed AI as an industrial opportunity, emphasizing Europe's potential in data and computing power to drive innovation [11][12]