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

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

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...

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

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

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

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...

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...

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...