Investors 'too optimistic' on gold amid Q2 headwinds

'Recovery or boom'

clock • 3 min read

Investors are "too optimistic" on gold with the commodity set to decline amid expected headwinds in the second quarter of 2019, according to research by Fidante Partners, while most asset classes are set for either a "recovery" or "boom".

In its quarterly Hype Cycle report, which analyses investment sentiment in financial markets via Google searches, ETF flows and the premium over the net asset value of relevant investment trusts, the firm found gold and catastrophe bonds to be the only asset classes to be showing a "negative momentum signal". Fidante said gold, which had been in boom territory in the first quarter hype cycle, has seen its price stall but investor interest has not, thereby creating "an overhyped situation". The firm said that while institutional investors have largely "shunned" gold in their portfolios...

To continue reading this article...

Join Professional Adviser for free

  • Unlimited access to real-time news, industry insights and market intelligence
  • Stay ahead of the curve with spotlights on emerging trends and technologies
  • Receive breaking news stories straight to your inbox in the daily newsletters
  • Make smart business decisions with the latest developments in regulation, investing retirement and protection
  • Members-only access to the editor’s weekly Friday commentary
  • Be the first to hear about our events and awards programmes

Join

 

Already a Professional Adviser member?

Login

More on Multi-Asset

Partner Insight: Weighing the risks and opportunities of Mag-7 dominance

Partner Insight: Weighing the risks and opportunities of Mag-7 dominance

The global stock market's concentration in a small number of mega-cap U.S. technology stocks, notably the Magnificent Seven, is raising systemic risk concerns among investors. While current valuations are high, they don't yet signal "irrational exuberance," says Paul Niven is Head of Multi-Asset Solutions, EMEA at Columbia Threadneedle Investments.

Columbia Threadneedle Investments
clock 15 October 2025 • 7 min read
St James's Place adds four multi-index funds of funds to Polaris range

St James's Place adds four multi-index funds of funds to Polaris range

Priced at 0.20% OCF

Patrick Brusnahan
clock 08 October 2025 • 1 min read
Wren Sterling's DFM arm launches trio of multi-asset funds

Wren Sterling's DFM arm launches trio of multi-asset funds

‘Complements’ its MPS range

Isabel Baxter
clock 09 September 2025 • 2 min read