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Financial markets were sent into a tailspin on the news of Silicon Valley Bank (SVB) imploding, potentially leading investors to consider gold as a defensive hedge. Christopher Gannatti and Nitesh Shah look at historical gold price movements and highlight our investment strategies sensitive to gold price moves.
In the last two years, commodities have outperformed every major asset class by double-digit margins. Nitesh Shah and Jeremy Schwartz present a case for commodities as a source of diversification in a multi-asset portfolio.
Broad commodities have outperformed most major asset classes this year, but the pressure of rising interest rates, a strong U.S. dollar and recession fears have led to a recent pullback. Nevertheless, Nitesh Shah discusses how the energy transition- and infrastructure-led supercycle remains in play and is likely to drive future demand for commodities.
The risk of central banks overdoing it could send gold soaring, especially if inflation remains high while economic growth is suffering. Nitesh Shah and Jeremy Schwartz discuss how a recession could impact silver and gold.
At the time of writing, many commodity prices are rallying on the news. Oil, natural gas, wheat, corn, palladium, aluminum and nickel are all trading higher, including gold. While other commodities have rallied in the past year, gold has been sitting in the shadows. Gold is often thought of as a geopolitical hedge instrument.