After a phenomenal first half, the investment metals sector has entered a period of consolidation. Gold has traded sideways for the past twelve weeks, creating space for silver and platinum to play catch-up. Yet with year-to-date gains of roughly 26% for gold and silver—and a remarkable 54% for platinum—the natural question from investors is: Is that it? We believe the answer is no. The key drivers that have propelled metals higher in recent years remain intact, and additional tailwinds could emerge in the second half. Most notably, the prospect of lower U.S. interest rates could reignite demand, especially for ... (full story)