Kenny Zhu, CFA
Director, Research & Investment Strategy, Sprott Asset Management
Director, Research & Investment Strategy, Sprott Asset Management
Kenny Zhu is Director, Research & Investment Strategy at Sprott Asset Management. He has more than a decade of investment and financial industry experience spanning commodities, energy, fixed income and investment research. In his role at Sprott, Mr. Zhu provides research and market analysis across precious metals and critical materials, helping develop investment insights and thought leadership. Prior to joining Sprott, Mr. Zhu was an AVP Research Analyst at Global X, where he covered energy and commodities, including uranium and nuclear power, natural gas, precious metals, copper, lithium and rare earths, and he served on the Investment Committee for the Global X Active Commodities Strategy ETF. Earlier in his career, Mr. Zhu worked in fixed income portfolio structuring at PFM Asset Management/U.S. Bank, where he helped develop and implement investment strategies for institutional clients.
Mr. Zhu earned a Bachelor of Science in International Relations and Politics from Carnegie Mellon University, with an additional major in Professional Writing and a minor in Business Administration. He is a CFA charterholder.
Mr. Zhu is an experienced financial commentator and writer and has been interviewed or quoted by The Wall Street Journal, Reuters, Bloomberg, Barron’s and other financial media.
Insights by Kenny Zhu
Sprott Precious Metals Report
Gold Holds Its Ground as Real Yields Surge
Gold held firm in September as real yields surged, suggesting investors are increasingly focused on fiscal strain and reserve diversification. We examine why rising Treasury yields can deepen the fiscal challenge and why gold’s role outside the sovereign liability structure matters. We also assess silver’s rate headwinds, resilient Chinese demand and industrial support.
Quarterly Gold Miners Report
Gold Mining 2.0: Are Investors Looking Through an Outdated Lens?
Gold miners have entered a new era. It's defined by stronger balance sheets, greater capital discipline and record earnings, yet valuations still reflect the industry’s past. At the same time, a growing scarcity of high-quality gold reserves could increase the strategic value of gold miners capable of replacing and developing economic ounces.
Topics: Gold
Special Report
The Rare Earths Powering the Next Wave of Robotics
Robotics is expanding across manufacturing, logistics, healthcare and defense, relying on rare earths in its magnets, sensors and electronics. As robots become more advanced and widely adopted, their increasing use of rare earth-intensive components is set to drive long-term demand for these materials. We examine why resilient, ex-China mine-to-magnet supply chains are increasingly strategic.
Topics: Critical Materials, Rare Earths
Sprott Precious Metals Report
Gold and Silver Surge as Fiscal Credibility Erodes
Gold and silver surged in August as rising debt, higher term premiums and growing concerns about U.S. fiscal credibility revived the currency debasement trade. Gold is increasingly behaving as “outside money,” supported by strong central bank buying, while silver is benefiting from renewed investor demand, persistent supply deficits and tight inventories. We examine why these forces may be setting the stage for the next move in precious metals.