Global Investment View – Keeping a neutral position while going for gold
10 July 2020
Investec’s Global Investment View for Q3 2020 says that gold is the favoured hedge in the face of higher inflation down the line.
4 min read
The Global Investment View distils the thinking of the Global Investment Strategy Group (GISG) that brings together the insights of Investec Wealth & Investment’s professionals in the UK, South Africa and Switzerland. The Group meets quarterly to map out our outlook over the following 18 months, setting a risk budget and identifying some of the potential icebergs that lie in the global investor’s path.
A modest tilt towards more risk; long-term earning power of the global economy recognised, says Investec's Global Investment Strategy Group.
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