7IM is convinced the upward correlation between gold, equities and fixed income has got to come to an end. How it ends and how to manage portfolios when it does is just one of themes discussed by the group's directors Justin Urquhart Stewart and Tom Sheridan....
ON SPECIALIST MARKETS
Henderson head of multi-manager Mark Harris remains bullish on the long-term prospects for gold and believes ‘undervalued' miners will be the biggest beneficiaries.
The FTSE rose 0.70% this morning after the Dow Jones closed last night 1.80% higher.
Gold catapulted to a new high yesterday charging above $1,3000 an ounce for the first ever time.
Long-term gold investors John Chatfeild-Roberts and Ian Henderson have positioned their funds to benefit from further highs in the price of the precious metal.