Despite its record-high prices in August, gold remains a strong investment option, opines the French asset management company Amundi. They cite global instability, the weakening of the US dollar, and the expectation of interest rate cuts by the Federal Reserve as reasons. Geopolitical risks, including conflicts in Ukraine and the Middle East and concerns over rising government debt in Europe and the US, also boost gold’s status as a safe haven.
“We could see near-term volatility given gold’s high valuations, but from a long-term view, it remains attractive,” says Monica Defend, Head of Amundi Investment Institute and Chief Strategist.
Read the full insight here.
Read more

T. Rowe Price
Why US Treasuries may no longer be a safe haven
US Treasuries recent performance has fallen short of expectations.

Candriam
The euro bond market is back in focus
Rising yields and shifting fiscal dynamics are bringing the euro bond market back into focus.

Lombard Odier
EM equities – potential opportunities amid challenges
EM equities face renewed pressure amid US trade policy shifts, slowing growth, and investor outflows.

US Markets
100 days of Donald Trump
The first 100 days of Donald Trump’s second term have shaken markets. Asset managers weigh in on US equities, bonds, and the dollar.