Merian's Naylor-Leyland on the opportunities in precious metals
Ned Naylor-Leyland of Merian Global Investors
Gold and silver investors have faced a relentless headwind of hawkish forward guidance from the US Federal Reserve for around six years.
Finally, this headwind has switched to a tailwind, albeit a light one, and as a result, the opportunity set looks much more interesting for these monetary metals. It is important to remember that...
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