Gold bullion prices have been closely correlated with negative real yields, which are likely to remain negative for some time, given the amount of credit created to support global economic activity. Gold prices are building a base after a mid-August flash crash and rapid recovery. Gold mining stocks remain inexpensive relative to bullion and are very attractive given the sector’s cash flow generating ability and favorable balance sheets while the sector offers numerous corporate opportunities to enhance resource and asset values. At this point in the long-term cycle, investors are presented with an opportunity to establish and/or increase long positions in gold bullion and gold stocks, especially at attractive valuations.
Webcast ¦ Sprott - Alpina SDG Gold
Gold bullion prices have been closely correlated with negative real yields, which are likely to remain negative for some time, given the amount of credit created to support global economic activity. Gold prices are building a base after a mid-August flash crash and rapid recovery. Gold mining stocks remain inexpensive relative to bullion and are very attractive given the sector’s cash flow generating ability and favorable balance sheets while the sector offers numerous corporate opportunities to enhance resource and asset values. At this point in the long-term cycle, investors are presented with an opportunity to establish and/or increase long positions in gold bullion and gold stocks, especially at attractive valuations.
Webcast Replay ¦ Solidum - Alpina SDG Cat Bonds
Inflationszenarien und die Sorge vor steigenden Zinsen sowie die immer drängendere Frage, wie geht es mit den klassischen Anlagemärkten weiter, erhöht das Interesse an Insurance Linked Securities (Cat Bonds) als diversifizierendes Element in einem Anlageportfolio. Dies zeigt sich in den ersten Monaten des Jahres 2021 durch hohe Neuemissions-Volumen von mehr als 8.5 Mrd. USD und einem aktiven Sekundärmarkt-handel. Das Prämienniveau ist attraktiv und war zuletzt im Jahr 2013 so hoch.
Webcast Replay ¦ Sprott - Alpina SDG Gold
Gold is on the rise again, as the market debates whether inflation will be transitory as economies recovery post-COVID. Extreme volatility among cryptocurrencies like Bitcoin has also benefitted gold in Q2. Gold mining stocks are enjoying renewed activity as market participants recognize the free cash flow and profit potential this sector offers.
Webcast ¦ Solidum - Alpina SDG Cat Bonds
Inflationszenarien und die Sorge vor steigenden Zinsen sowie die immer drängendere Frage, wie geht es mit den klassischen Anlagemärkten weiter, erhöht das Interesse an Insurance Linked Securities (Cat-Bonds) als diversifizierendes Element in einem Anlageportfolio. Dies zeigt sich in den ersten Monaten des Jahres 2021 durch hohe Neuemissions-Volumen von mehr als 8.5 Mrd. USD und einem aktiven Sekundärmarkt-handel. Das Prämienniveau ist attraktiv und war zuletzt im Jahr 2013 so hoch.