Manpreet Gill

The rally in gold is increasingly spawning a rally in several related assets.

All that glitters is not gold

It may be time to broaden exposure to precious metals, but investors should be careful to avoid excessive concentration

Stronger-than-expected US economic growth could trigger a rebound in inflation and limit the room for the Fed and other central banks to cut rates.

A sceptic’s guide to 2025: three risks to monitor

There are paths towards better investment outcomes, ensuring one gets and stays invested, rather than retreating to safe havens

Most global investments are still denominated in US dollars, which means at times of volatility, investors withdraw to its safety.

Finding a haven in selected currencies

The US dollar, yen and Swiss franc can be valuable components in a basket of safe-haven assets within a diversified portfolio

A cash return threshold of 5% is less difficult to beat today. Most bond yields or income assets already offer yields higher than cash.

Why it is worth your while to look beyond cash

THE first month of a new calendar year is often a time when many of us plan our investments for the coming year. One topic that always enters the conversation these days is what to do with cash deposi...

Thinking about risks can be a good complement to a strategy focused on looking for opportunities.

What risks keep us awake? Here are some hedges

A well-diversified portfolio has a mix of conviction ideas – and also asset classes that can help investors should there be a surprise event

Given where we are in the economic cycle, we continue to believe developed market government bonds offer a more attractive reward for the risk assumed relative to cash.

Cash vs bonds: Find hidden gems in high-quality bonds

Dig deeper to find the real value of the competing assets, such as the real cost of cash’s reinvestment risk

In today's environment, a case can be made for a greater-than-usual allocation to cash. But there are longer-term drawbacks to cash.
COMMENTARY

Is cash king once again?

Heightened market risks may justify holding more cash today. But it should be accompanied by a willingness to redeploy cash into riskier asset classes when opportunities arise.

The main headwind continues to be the prospect of currency losses in the near term eroding the bond yield as the US dollar continues to strengthen.

Choose your risk

FOR income investors, the level of bond yields is starting to look exciting again after what has been a long lull. Compared with a world of historically low (in many cases zero) interest rates for mos...

History suggests a continuation of the current slump would be an exceedingly rare event.
COMMENTARY

Are you fighting the last war? ‘Recency’ bias can hurt long-term returns

YOU most probably remember what you had for breakfast this morning. Can you recall, though, what you had for breakfast a week ago? A month ago?