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Sunday, January 16

The managers bet by the gold and the bag before the “new monetary order”

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SELECT wp_posts.*, MATCH (wp_posts.post_title,wp_posts.post_content) AGAINST (' managers bet gold and bag before \"new monetary order\" Related news Gold and stock, especially companies linked real economy. \'s winning asset mix \"new normal\", according some benchmark investment funds have gathered 2020 Morningstar Investment Conference. coronavirus crisis has been successfully tackled central banks, although some experts fear its harmful effects future. \" markets going remain calm coming months quarters, since powerful message Fed has penetrated short term, but they increasing risks medium and long term \", warns Marc Garrigasait,&hellip;') as score FROM wp_posts WHERE 1=1 AND ( wp_posts.post_date <= '2022-01-16 11:00:46' ) AND wp_posts.ID NOT IN (209986) AND wp_posts.post_type IN ('post', 'page') AND ((wp_posts.post_status = 'publish' OR wp_posts.post_status = 'inherit')) AND MATCH (wp_posts.post_title,wp_posts.post_content) AGAINST (' managers bet gold and bag before \"new monetary order\" Related news Gold and stock, especially companies linked real economy. \'s winning asset mix \"new normal\", according some benchmark investment funds have gathered 2020 Morningstar Investment Conference. coronavirus crisis has been successfully tackled central banks, although some experts fear its harmful effects future. \" markets going remain calm coming months quarters, since powerful message Fed has penetrated short term, but they increasing risks medium and long term \", warns Marc Garrigasait,&hellip;') ORDER BY score DESC LIMIT 0, 6


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Gold and stock, especially in companies linked to the real economy. That’s the winning asset mix for the “new normal”, according to some of the benchmark investment funds that have gathered at the 2020 Morningstar Investment Conference.

The coronavirus crisis has been successfully tackled by central banks, although some experts fear its harmful effects for the future. “The markets are going to remain calm in the coming months or quarters, since the powerful message from the Fed has penetrated in the short term, but they are increasing risks in the medium and long term “, warns Marc Garrigasait, manager in Gesiuris of vehicles such as Koala Capital Sicav or Panda Agriculture & Water Fund.

In the opinion of Diego Parrilla, managing partner at Quadriga Asset Managers and manager of the Igneo fund, who has also participated in MIC 2020, the first quantitative expansion program (quantitative easing) launched after the 2008 crisis was necessary, although “QE2 was already debatable and QE3, dubbed infinite by analysts, has been exacerbated.” Printing money was sold as something exceptional, and now it has become normalized.

Risk-free interest no longer exists. “We do not know where to park the money, the German bond no longer serves as a defense”, because it pays an IRR of -0.64% and, if official rates rise, its price will fall.

“Valuations are totally distorted. Unprecedented bubbles have been created,” criticizes Parrilla. “We cannot allow those bubbles to burst and we always respond in the same way, with more money printing.”

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These two managers avoid government bonds and corporate credit in their respective portfolios, and go for gold and stocks. “We are not going back to the gold standard, but there may be a new monetary order where gold will have much greater prominence “, augured Garrigasait.

Regarding the gold metal, Parrilla believes that “gold must be had in its proper measure, because it is a volatile asset and can fall with the stock market at the same time, but it is true that it is the anti-bubble of paper money.”

Return of inflation

Both managers agree when stating that “we must be careful with financial assets that promise something in the future, such as bonds or deposits”, historically where Spanish families have invested the most. Especially if what is to come is a strong rebound in inflation.

The Covid environment is deflationary by definition, but “two or three years from now, there may be.” “Inflation is a very strange animal that sometimes comes suddenly, and you have to prepare in case it comes. If it comes and you don’t have the right assets in your portfolio, an investor can lose 50% of their assets between two and three years later “, indicates Garrigasait.

The Gesiuris manager advises moving in sectors with real economic support, such as real estate, gold – “although it has appreciated, it has not risen almost anything, because it has an underlying asset that cannot be printed” – or stocks, especially on topics such as agriculture and water.

“The agricultural cycle is different, it goes the opposite of the financial markets,” he explains. Agriculture has benefited from improvements in technology, globalization, and transportation. “We have had a magnificent decade in terms of quantity and quality of crops. And, although globalization is being partially reversed by certain geopolitical conflicts, agriculture is at ten-year lows and it is not affected by the printing of money “, encourages the Gesiuris manager to invest.


Reference-www.elespanol.com

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