The gold rotation

Big investors might not be rotating out of fixed-income yet, but a similar dynamic could be encouraging a shift out of gold and other commodities.

Gold’s collapse on Monday took prices back to where they were two years ago, representing a 15% sell-off from Friday’s high. There are plenty of theories going around to explain this, but one of the more interesting is a re-take on the Great Rotation.

¬ Haymarket Media Limited. All rights reserved.

Sign In to Your Account To Access Exclusive FinanceAsia Content!

Please sign in to your subscription to unlock full access to our premium FA resources.

Free Registration & 7-Day Trial
Register now to enjoy a 7-day free trial - no registration fees required. Click the link to get started.

Note: This free trial is a one-time offer.

Questions?
If you have any enquiries or would like a quote for a team or company licence, please contact us at [email protected]. Our subscription team will be happy to assist you.

Share our publication on social media
Share our publication on social media