Whether the year brings soft‑landing reflation or late‑cycle slowdown, gold remains one of the few assets well‑positioned to benefit under both outcomes.
Gold allocations across Asia are on the rise as investors rethink portfolio construction, the role of US Treasuries and the balance between strategic hedging and tactical opportunity.
The life insurer positions gold as a long-term portfolio stabiliser rather than a speculative bet, using it to diversify growth assets, hedge currency exposure, and strengthen resilience against macro shocks.
Asset owners are accelerating their move into gold, driven by market volatility, structural shifts like de-dollarisation and a growing appetite for diversification.
Chinese insurers' new gold investment pilot program marks a significant shift in institutional asset allocation, signaling evolving global investment strategies and growing interest in precious metals as a portfolio stabiliser.
The People's Bank of China continues its bullion buying spree despite record-high gold prices, while new regulations open the door for insurers to enter the market. Asset managers weigh in on the strategic implications.
With 2024 having been dominated by geopolitical tensions and global unrest, AsianInvestor reflects on the asset classes that investment managers turned to in the hope of short-term stability and longer-term gains.
As gold continues its record-breaking rally in 2024, amid global tensions and monetary policy shifts, market experts weigh in on whether the precious metal's 30% surge will extend further.
Asia-Pacific asset owners are set to continue boosting gold holdings as a portfolio hedge and diversifier over the next 18 months, outpacing North American peers, according to a newly released survey.