Guy Monson, CIO of Sarasin & Partners, has outlined a number of key risks which could impact rising global equity markets as we head into 2014, amid the well-flagged move by the US central bank to wind down QE.
Iain Stewart, manager of the £7.9bn Newton Real Return fund, has added to his gold holdings in the belief the precious metal can still act as a hedging tool in investors' portfolios.
Multi-asset managers have cautioned against buying back into gold, arguing the precious metal ‘momentum trade' no longer exists.
Ben Bernanke, the chairman of the Federal Reserve, has said he does not understand gold prices or why investors hold it during certain economic environments.
As investors await the 'great rotation' into equities, Aviva Investors' head of multi-asset retail funds, Peter Fitzgerald, takes a look at what to expect from portfolios if bond markets were to sell off.
Hedge fund manager John Paulson's gold fund has posted its third successive double-digit monthly loss and now stands down 65% this year, according to reports.
The price of gold has continued its decline, falling below the $1,200 mark on Thursday for the first time since August 2010.