English Corner10.08.2017
Will North Korea be the Catalyst for a new Bull Market in Gold?

Ned Naylor Leyland, manager Old Mutual Gold & Silver at Old Mutual Global Investors, says institutional investors appear to be, once again, considering an allocation to gold.

Gold and silver prices jumped as the President Trump/ North Korea stand-off escalated. While the two monetary metals continue to trade mostly on real yield dynamics, some investors reacted to the escalating tension by buying these traditional safe-haven instruments. In the event that war should break out, and that leads to an acceptance of further loose monetary and fiscal policy in the US, Ned Naylor Leyland would expect a falling US dollar real yield environment, giving renewed, and sustainable, impetus to monetary metals prices. Institutional investors appear to be, once again, considering an allocation to gold. Current institutional allocations are at their lowest, relative to historic levels. Should they start re-allocating, Naylor Leyland believes a big move in global gold prices will inevitably ensue. Gold, of course, is already a core asset class for central banks, the super-rich and what are classified as ‘the global poor.’ Should the North Korea situation develop it may just prove to be the catalyst to push the institutional world to commit flows back to this asset class on a sustained basis.


Autor: jog

Weitere Meldungen

Switzerland is Average for Fund Investors

19.10.2017 - Morningstar's fifth Global Fund Investor Experience (GFIE) study shows that Switzerland retains an overall grade of Average, with a number of improvements made since the last survey.  Mehr...

Believe the Hype?

18.10.2017 - Grand visions of China’s One Belt One Road (OBOR) infrastructure project continue to make headlines but for now portfolio manager Naomi Waistell, of Newton’s emerging and Asian equity team, is curbing her enthusiasm.  Mehr...

Investing in EM When Interest Rates Rise

12.10.2017 - Emerging markets have seen a pickup in flows so far this year, yet a common concern remains – can they avoid taper tantrum 2.0.? Colm McDonagh, Insight (BNY Mellon), gives an outlook.  Mehr...

Northern Trust becomes Switzerland's largest Fund Administrator

04.10.2017 - Northern Trust announced the closing of its acquisition of UBS Asset Management's fund administration servicing units in Luxembourg and Switzerland.  Mehr...

Julius Baer Group places USD-denominated Additional Tier 1 bond

06.09.2017 - Julius Baer Group has placed perpetual non-cumulative high-trigger Additional Tier 1 (AT1) securities in a debut USD 300 million transaction with institutional and qualified private banking investors in Asia and Europe. The transaction helps to optimise Julius Baer Group’s capital structure.  Mehr...

Umfrage

China verbietet den Handel von Kryptowährungen und der Bitcoinkurs sinkt zwischenzeitlich um 30%. Haben Bitcoins, Ethereum etc. trotzdem eine Zukunft?

 

Fonds/ETF-Statistiken


Events

Das Ende der Globalisierung?

24.10.2017 16:30 | Zürich
Fund Experts Forum

10. Schweizer Leadership Pensions Forum 2017

25.10.2017 08:30 | Zürich
Financial Times

Bond Investments: Was verheisst die Zinssituation?

31.10.2017 18:30 | Zürich
Friends of Funds

Opportunities 2018: Breaking New Ground

01.11.2017 08:15 | Zürich
Finanz und Wirtschaft Forum

ETFs & Indexing

01.11.2017 18:00 | Zürich
Investors Panel
zu allen Events

Indizes Schweiz

In Zusammenarbeit mit  morningstar.ch

Märkte


Die Marktkurse werden Ihnen von Investing.com Deutschland zur Verfügung gestellt.