Over the last ten years, new technology funds surged ahead while “old economy” energy and mining funds struggled to stay even.
Tag: Gold
Gold regains is shine
The recent rise in the price of the traditional safe haven asset class has excited dedicated gold-bugs.
Is the gold slump showing signs of recovery?
A confluence of factors should drive mining company stocks higher, according to Investec’s gold fund manager.
Silver is ‘sizzling’, says Merian
Silver mining stocks provide investors with opportunity as physical silver has become very cheap, according to Ned Naylor-Leyland, portfolio manager at Merian Global Investors.
Buying gold as a dollar bear play
Merian’s gold and silver fund manager believes that the Fed’s U-turn on interest rates will finally drive gold prices higher.
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.
