Helping our clients achieve superior risk-adjusted portfolio performance
is Merk's mission
Through a robust investment process, we aim to deliver truly uncorrelated returns that seek optimal profit potential within tailored investment objectives.
Investment Strategies
The strategies Merk offers include gold and gold mining.
Insights & Reports
Gold Miners: Bargains or Peaking Out?
CIO Axel Merk with Portfolio Managers Peter Maletis & Jamie Holman
Replay Now Available
Webinar held Nov 13, 2025
Tweets
Rational arguments are made as to why the Iran war won't be over soon, even as it "should" be over to prevent an economic calamity.
Yet the market prices this as a temporary shock.
What gives? What's the market seeing that the pessimists don't?
When the financial crisis was heating up, geniuses at Deutsche Bank opted to buy more "highly rated" tranches of mortgage backed securities. With that in mind, when I see that DB says they are expanding their private credit exposure, I take note. morningstar.com/news/marketwat…
Will AI give you lots of free time?
The opposite is happening: AI allows you to skip unproductive tasks, with the result that you constantly focus on complex topics, risking cognitive overload and burnout.
wsj.com/tech/ai/ai-isn…
Will AI give you lots of free time?
The opposite is happening: AI allows you to skip unproductive task, with the result that you constantly focus on complex topics, risking cognitive overload and burnout.
wsj.com/tech/ai/ai-isn…
In the meantime, "Europe’s Far Left Is Having Its Moment", the WSJ writes.
wsj.com/world/europe/e…
9 trading days into the conflict, crude and gas price trajectory has been very similar
oil:
Austria & Germany, have a fix for high oil prices: fixing prices!
Gas stations are only allowed to raise prices on Mon, Wed & Fri in Austria; Germany to introduce a rule to only raise prices once a day.
What can possibly go wrong?
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