Core Insights - Spot gold has surpassed $4,100 per ounce, reaching a peak of $4,131.49 per ounce as of October 14, 2023 [1] - A mixed investment portfolio consisting of semi-liquid private assets and hedge fund strategies has outperformed pure equity portfolios and traditional "60/40" portfolios over the past decade, highlighting the increasing importance of alternative assets in risk management [1] - In the context of the U.S. implementing both fiscal and monetary easing policies, inflation risks are rising, leading to increased demand for alternative assets [1] Investment Recommendations - The company recommends increasing allocations to physical assets, particularly private infrastructure and gold, as key investment options [1] - Infrastructure assets are noted for their ability to provide long-term cash flows that are resistant to inflation [1] - The rise in gold prices, which has surpassed $3,400 per ounce, reflects investor concerns regarding geopolitical instability, the credibility of Federal Reserve policies, and trends towards de-dollarization [1]
现货黄金站上4100美元/盎司
Zhong Guo Jing Ying Bao·2025-10-14 03:40