Tag : gold

Rapid expansion in solar energy, AI infrastructure and data centres is sharpening the investment case for the white metals.

As stock-bond correlations change, allocators tap liquid alternatives, systematic hedging and AI infrastructure.

Despite short-term volatility and elevated interest rates, central bank buying and geopolitical uncertainties are driving Asian investors to reinforce their positions in gold for the rest of the year.

With equities and bonds more frequently moving in tandem, institutions are looking beyond traditional balanced frameworks, turning to liquid alternatives and real assets to drive returns.

Oil has drifted lower since the Iran war spike in March. Defence budgets and central bank gold purchases have not. The divergence is reshaping the emerging market investment case.

While tactical market shifts often dominate the headlines, Zurich’s regional investment head explains its long-term focus on liabilities and strategic asset allocation.

Pune-based Mephezalea says separating gold and silver into distinct allocation categories is a structural discipline and why the portfolio is well positioned for the current uncertainty cycle.

Deputy CIO Bill Lu said the insurer is reinforcing its two-layered strategy—balancing bonds and equities, while expanding into gold and global markets.

Precious metals’ sharp price correction may reflect a classic “buy the rumour, sell the fact” response to the new Fed chair's nomination, as investors reassess expectations of a dovish central bank and renewed dollar weakness.

Gold is no longer being viewed in isolation. Asian allocators are broadening their definition of store-of-value assets while reassessing gold’s role as a strategic portfolio anchor.

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.