施罗德投资:黄金牛市远未结束 金市波动带来机遇

智通财经
Nov 11

智通财经APP获悉,上月,黄金及黄金相关股票出现大幅回调,市场纷纷猜测金价见顶,然而,施罗德投资资产管理资深投资组合经理(黄金与大宗商品)James Luke表示,若地缘政治或财政趋势没有显著变化,预计投资组合中的黄金持仓(包括新兴市场央行资产、投资者资产组合及家庭住户储备)将进一步提升。关键在于,推动金价上升的将是价格,而非购买量,这是由于环球股票和固定收益资产规模与可用黄金供应量之间的巨大失衡...

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