智通财经APP获悉,12月15日,安联投资发文称,过去数十年,黄金在投资组合中的角色因市场稳定和低通胀的环境而边缘化,如今正强势回归。近期黄金价格上涨主要受结构性转变所推动,该机构在2025年初时识别出这些转变,包括央行需求、财政忧虑以及去美元化。但一些较传统的因素也起了推波助澜的作用。黄金与股票和美国国库债券的相关性低,加上其作为“实体资产”在保护购买力方面的价值,在地缘经济格局日益分散的环境下...
Source Link智通财经APP获悉,12月15日,安联投资发文称,过去数十年,黄金在投资组合中的角色因市场稳定和低通胀的环境而边缘化,如今正强势回归。近期黄金价格上涨主要受结构性转变所推动,该机构在2025年初时识别出这些转变,包括央行需求、财政忧虑以及去美元化。但一些较传统的因素也起了推波助澜的作用。黄金与股票和美国国库债券的相关性低,加上其作为“实体资产”在保护购买力方面的价值,在地缘经济格局日益分散的环境下...
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