This presentation will discuss why now is a good time to consider making a portfolio allocation into the commodity asset class and how to do this in a low cost and tax efficient manner without sacrificing too much income or capital growth potential from the rest of an investor’s portfolio.
For decades, investors relied on the classic 60/40 portfolio: 60% equities and 40% bonds. That worked well during an era characterised by declining interest rates and relatively stable inflation.
For the longest time global investment markets been defined by the implicit assumption that globalisation, relative geopolitical stability and expanding trade would continue indefinitely. However, that assumption is being tested.
If you know many gold bugs, and there are certainly more of them around these days, you may have observed that the number of them touting the arrival of ‘debasement trade’ is on the rise. However, this idea is far from being a new or short-term phenomenon, nor for gold bugs’ eyes only. It’s been a simmering issue for years, and is likely to matter for all investors for many years to come.