景顺:地缘政治风险增加 应增持实物黄金

智通财经
28 Mar

智通财经APP获悉,景顺亚太区(日本除外)环球市场策略师赵耀庭指出,几乎所有在近年表现良好的资产类别最近都遭遇了挫折。但有一类资产是例外,那就是黄金。黄金在年初至今表现强劲,是表现最好的资产之一,且尚未触顶。不仅供需动态已发生显著变化,全球秩序的长期转变也可能在未来几年内增加地缘政治风险。鉴此,赵耀庭认为应该增持实物黄金。美国近期的关税和其他政策的不确定性显著推动了黄金作为避险资产的需求。但除了...

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