Yamana Gold Inc

We maintain our view that the investment case for the yellow metal will weaken.

With fundamentals outside of investor demand looking weak, we expect gold prices to fall through 2018.

While gold equities are no longer cheap as a group, we still see upside in Goldcorp.

U.S. manufacturers of coatings, lumber, and long steel products are likely to be relative winners.

Looser credit conditions or fiscal stimulus may temporarily boost China's demand for coal, copper, and iron ore, but the bounce would be fleeting.

Stock, fund, and ETF ideas for investors who are putting new money to work and don't mind some short-term volatility along the way.

The Chinese fixed-asset problem plaguing iron ore and soon copper will not be solved by cutting interest rates.

Gold-mining stocks look cheap, but investors should move in with care.

Gold-mining stocks look cheap, but investors should move in with care.

Have these funds lost their luster?

The Fed's taper dominated the headlines in August, but investors were looking for undervalued stocks, yield, and international opportunities.

Companies with more exposure to the United States should fare better than those tied to demand in Europe and China in 2013.

Slowing demand has pushed gold prices down during the past year, but good exposure to the commodity can be had through several growth-oriented names.

Weaker ETF demand for bullion has been offset by stronger physical and official sector demand. Meanwhile, gold miners continue to lag bullion, but we see pockets of opportunity.

Basic materials have fallen down the rabbit hole.

Morningstar's Joung Park explores why gold miners have lagged gold prices in recent years and what needs to happen for that trend to reverse.

Current drivers of record prices may be unsustainable moving forward.

Supply and demand should eventually respond to today's high commodity prices.

We're still waiting for steel and construction materials to follow the rest of the sector's rapid recovery.

Gold miners are looking for growth in all corners of the world.