• Gold prices have been rising amid expectations of Fed rate cuts and its safe-haven allure.
  • Declining yields on US government bonds tend to boost the demand for non-yielding assets such as gold.
  • Fundamentals point to continuing strength, but valuations are high, which could lead to some near term volatility.

Actionable Ideas

  • Gold investing
    Gold offers the potential for stability in times of excessive global debt and rising geopolitical risks.
     
  • Multi-Asset approach
    A multi-asset approach can benefit from investing across multiple asset classes including gold, which can help enhance diversification.

Key Dates

                        
    

18 Mar

    

EZ CPI

    
      

19 Mar
    
    BoJ Monetary policy

    
      

20 Mar

    

Fed Monetary policy, UK and South Africa CPI

    

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