Merian’s gold and silver fund manager believes that the Fed’s U-turn on interest rates will finally drive gold prices higher.
Tag: Gold
Commodity bets ride on divergence and change
Commodity prices have experienced wild swings over the past few years, and investors in commodity funds have had to be risk-tolerant.
Asia’s wealthy prefer physical gold, says SSGA
When investing in gold, conservative high net worth individuals in Asia still prefer owning physical bullion to investing in exchange-traded funds, according to State Street Global Advisors.
Video: Old Mutual Global Investors on gold and silver
Ned Naylor-Leyland, fund manager at Old Mutual Global Investors tells FSA which precious metal he favours, and where he sees most value.
HEAD-TO-HEAD: SSGA vs Value Partners
FSA compares the strategy of two exchange-traded funds: the SSGA SPDR Gold Shares ETF and the SAM Value Gold ETF, which are the only physical gold passive funds available for sale in Hong Kong.
Gold bull cycle to run at least three years, says OMGI
Gold is expected to enter a bull cycle for at least three years due to the effects of interest rate hikes and inflation expectations, said Ned Naylor-Leyland, fund manager of the Old Mutual Gold and Silver Fund.
OMGI: The silver bull cycle has begun
Silver and gold are expected to be in demand as long as interest rates do not speed ahead of the inflation rate, said Ned Naylor-Leyland, fund manager of the Old Mutual Gold and Silver Fund.
Gold outlook positive in 2017’s new reality
A new US president and key European elections may create strong volatility in 2017. How will the price of gold fare? George Milling-Stanley, head of gold strategy at State Street Global Advisors, provides his views.
HSBC PB equity targets: low exports, high earnings
Domestic consumption and services companies in China, India and Indonesia are attractive as potential trade barriers loom, said Fan Cheuk-wan, HSBC Private Bank head of investment strategy in Asia.
OMGI: Gold is money, not vice versa
The relationship between interest rates and inflation is what matters for gold investors, said OMGI’s Ned Naylor-Leyland, who remains positive on gold despite wide expectations for rising rates.
