Bullish on gold
The price of gold has risen amid geopolitical tensions and buying by central banks, decoupling from traditional indicators such as TIPS and ETFs.
The price of gold has risen amid geopolitical tensions and buying by central banks, decoupling from traditional indicators such as TIPS and ETFs.
Recent geopolitical events are poised to drive substantial increases in global military spending, spur the emergence of a more assertive ‘Global South’, and accelerate investments in technological innovation.
Momentum Investments’ Market and Economic Outlook – January 2024 highlights worldwide elections, geopolitical tensions, and South Africa’s challenges.
Most of the bad news seems to be reflected in current market prices.
Unpacking the connection between the gold price, the capital markets, quantitative tightening and Russian military aggression.
Price moves for some agricultural commodities have been dramatic since Russia invaded Ukraine at the end of February. The chart below shows how prices have jumped, with wheat gaining most. We believe that […]
The war in Ukraine is having a significant effect on inflation and activity in the world economy as commodity prices have soared and supply chains have been disrupted. Inflation in the G7 was […]
Diversification, including offshore diversification, and other basic long-term investing pillars should not be disregarded because of volatility caused by geopolitical events, says Kondi Nkosi, the country head of asset manager Schroders in South […]
While most major global markets ended in the red, mining sector stocks drove the FTSE/JSE All Share Index 2.4% higher in February. The Alsi is up 3.2% so far this year. Diversified miners, […]