Jeremy De Pessemier
Asset Allocation Strategist
World Gold Council
Bonds en vogue, but gold never out of style
We’re delighted to contribute another thought-leader article published in Financial Investigator’s highly regarded magazine. In their September issue, we review the notion that whilst bonds may be en vogue, gold never goes out of style. The article supports our ongoing belief that gold has a key role to play as a strategic long-term investment and mainstay allocation within a well-diversified portfolio.
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Jeremy De Pessemier
Asset Allocation Strategist
World Gold Council
What are the implications for gold as yields converge?
A lot has been made of the convergence of yields for cash, bonds and equities (on an earnings yield basis), with the higher yield on offer in the cash space leading many investors to reassess their portfolio exposures.
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Jeremy De Pessemier
Asset Allocation Strategist
World Gold Council
What next for gold in a volatile bond market?
A ceiling on interest rates and headwinds to trend growth make a compelling case for gold in the medium term.
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Jeremy De Pessemier
Asset Allocation Strategist
World Gold Council
Reflections on a remarkable few weeks for UK DB pension schemes
UK financial markets have gone into full-blown crisis in the last few weeks. The government’s ‘mini-budget’ announcement on the 23rd September was poorly received by global investors, leading to a sharp spike in UK government bond volatility.
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