Parabolic gold: risk/reward is too high
Reduced available mine supply and massive ETF flows have driven a parabolic gold rally that is pushing the asset beyond traditional defensive risk/reward thresholds.
gold
Fund managers cautiously optimistic on domestic assets
While bullish sentiment towards equities cools, local assets remain a top pick for 2025, with gold and bonds gaining favour, BofA survey finds.
Bullish on gold
The price of gold has risen amid geopolitical tensions and buying by central banks, decoupling from traditional indicators such as TIPS and ETFs.
Is gold an accident waiting to happen?
Unpacking the connection between the gold price, the capital markets, quantitative tightening and Russian military aggression.
Mining shares push JSE higher in February
While most major global markets ended in the red, mining sector stocks drove the FTSE/JSE All Share Index 2.4% higher in February. The Alsi is up 3.2% so far this year. Diversified miners, […]
