Rothschild seeks shelter in absolute return and gold
RIT Capital Partners has increased its allocation to absolute return and credit assets by 8% and pulled back from quoted equities and sterling to navigate choppy “uncharted waters” post-Brexit.
Gold
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PA ANALYSIS: Views split on gold’s investor driven inflection point
The first half of 2016 was the first time investment has been the largest component of gold demand for two consecutive quarters. Should this leave gold bugs feeling vindicated or afraid?
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PA ANALYSIS: Is jumping on the gold bandwagon a fool’s errand?
The recent performance of gold funds will have many investors eyeing a move into the asset class or a topping-up of an existing holding.
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Schroders launches gold equities fund
Schroders has launched the Schroder ISF Global Gold Fund, its first gold equities offering.
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How to inflation proof your portfolio
Architas outlines four mechanisms that can be used to provide some protection against inflation.
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Sector report: Regaining the Midas touch
Having been much-maligned over the past few years, gold has performed rather well in 2016 as volatility has risen and investors look for safe havens. However, there remain questions as to its true value
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Rathbones ramps up exposure to US inflation-linked debt and gold
Rathbones has upped its weighting to inflation-linked debt and gold, alongside an overweight to the US.
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PA ANALYSIS: For gold’s sake, stop talking safe havens
Gold has had a good start to 2016 but three months of positive fund returns and an upwardly mobile price are not enough to badge it as a safe haven.
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Positive signs for gold as markets tumble
Gold outperformed most other assets as global equity markets took a beating at the start of 2016, according to State Street Global Advisors.
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Contrarian funds the top performers in 2016 – FundCalibre
Contrarian investments have been the best performing since the start of the year, according to FundCalibre.
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The risk that is being ignored
The biggest portfolio risk this year is not yet priced into the market, said Kevin Liem, chief investment officer at wealth management firm TTG in Hong Kong.
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The commodity bull awakens
Although commodities are still being treated with a great deal of suspicion, by taking a long-term view investors could reap the rewards of the consolidation that is already underway in the sector.