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The Business Times

Manpreet Gill

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

All that glitters is not gold

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

The US dollar makes a strong case as a safe-haven currency. Most global investments are still denominated in US dollar, which means at times of volatility, investors withdraw to the safety of the dollar.

Finding a haven in selected currencies

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

NEW YORK, NEW YORK - NOVEMBER 03: Traders work on the floor of the New York Stock Exchange during afternoon trading on November 03, 2023 in New York City. All three major indexes are on pace to continue and close off of Thursday's high and are on pace to have its best week of 2023 amid the release of a jobs report by the Bureau of Labor Statistics.   Michael M. Santiago/Getty Images/AFP (Photo by Michael M. Santiago / GETTY IMAGES NORTH AMERICA / Getty Images via AFP)

What risks keep us awake? Here are some hedges

High-quality bonds are the hidden gems that are likely to outperform cash and better keep up with inflation over the coming years.

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

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?

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

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

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MDDI (P) 046/10/2024. Published by SPH Media Limited, Co. Regn. No. 202120748H. Copyright © 2025 SPH Media Limited. All rights reserved.

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