Story of the day
Diversified sources of demand for gold supported prices in 2021 despite rising interest rates and a strong dollar. Gold continues to be a strong hedge against recession, hyperinflation, and higher volatility.
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What does this mean for your portfolio?
Considering strong tailwinds in favour of gold, we upgrade our gold price forecast to reach USD2,200 by the end of 2022. We recommend investors hold gold and gold equities as risk diversifiers in our barbell portfolio.
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We like these:
Ninety One GSF Global Gold Fund
The fund primarily invests in gold mining stocks, with up to a third
invested in other precious metals miners and Exchange-Traded Commodity funds (ETCs) in gold
and silver bullion.
The fund is concentrated with roughly 30 holdings, focused on the
companies ability to generate superior return on capital, and is managed
by portfolio manager George Cheveley, supported by 2 analysts, who
actively adjust the portfolio as per market environment.
Click here to find out more.
Gold Leveraged Accumulator with EKI
Given the Chief Investment Office's medium term overweight outlook and
the bullish view on gold, clients can consider accumulating gold via a
gold accumulator. The strikes will be at discount to current market
rate, allowing clients to buy gold at lower prices across the tenor of
the trade.
Gold implied volatility remains elevated, providing attractive levels
for entry. It also acts as a portfolio diversifier in an inflationary
environment as well as a hedge against most macro risks.
Distant European knock-in has been added to buffer downside
risks.
For more information, please reach out to your relationship manager.
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