Mark Lacey

Portfolio Manager, Global Energy & Precious Metals

Highlight

Markets

13DEC 2017

Outlook 2018: Gold

We see the gold market as broadly overlooked and offering great value as a portfolio hedge at current levels.

Markets

13DEC 2017

2017

SEPTEMBER

14SEP 2017

Markets

Gold is under-owned by investors… for now

There could be a great rebalancing from passive ETFs and other traditional investments back towards gold, which would boost demand for gold and gold-related equities for years to come.

AUGUST

22AUG 2017

Markets

Market complacency could bolster case for gold

Equity valuations are extremely high and complacency stalks markets; we explain why this could be a time for gold to shine.

2016

JUNE

30JUN 2016

Brexit

What does Brexit mean for gold?

Gold is on a path back from being a forgotten asset to a core allocation in a deeply uncertain world. Brexit exacerbates trends already firmly in place.