Is the gold price rally about to end?
The asset class has been hit by uncertainty, despite performing well for the majority of 2024
The asset class has been hit by uncertainty, despite performing well for the majority of 2024
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Investors should keep an eye on these three trends that could sway portfolio returns over the coming months, writes Nicolo Bragazza
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Eduardo Sánchez, associate research director – fixed income, alternatives and multi-asset, checks out the top performers and compelling newcomers
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Imposing taxes on all US imports could trigger a trade war that upheaves global market dynamics and re-fuels inflation
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Tensions in China and a close election in the US could quash investor sentiment
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Governments are upping their defence budgets as geopolitics become ever more problematic, writes FundCalibre’s Darius McDermott
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Investors became concerned that the US Federal Reserve made a policy error
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While global debt levels appear sustainable for the time being, they remain vulnerable to poor political management
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This year’s rally could be brought to a halt by politics, especially the US election
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67% of sovereign investors expect EM to match or beat DM performance over three years
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Potential for broader political instability across Europe
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Respondents said geopolitics and economics were ‘more turbulent than at any other time in the past decade’
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