Portfolio Hedging

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Investor Anxiety Fuels Gold's Rise: Understanding the 'Debasement Trade'
Yahoo Finance· 2025-10-07 17:35
Chris Ratcliffe / Bloomberg via Getty Images Investors are looking toward gold and away from the U.S. dollar. Key Takeaways Enthusiasm for the "debasement trade" appears to be accelerating as retail investors increasingly question the status quo. Gold prices reached an all-time high of over $4,000 on Tuesday as it and other assets are viewed as safe havens. Fear of impending catastrophe is putting the shine on gold and things like it. Investors have been piling into what is sometimes called the "de ...
The new gold play as investors look to hedge against risk, volatility
CNBC· 2025-08-22 17:06
Core Viewpoint - Global gold ETFs experienced inflows of $3.2 billion in July, indicating strong interest in the gold market, particularly in gold-backed exchange-traded funds, which are on track for their second-strongest year on record [1] Group 1: Market Trends - The gold market has seen unprecedented interest due to factors such as tariffs and inflation, leading to record highs for the precious metal [1] - Gold is traditionally viewed as a safe-haven investment, attracting capital during periods of uncertainty and volatility [2] - The growth in gold investments is primarily driven by U.S. investors, with significant inflows also coming from Asia [3] Group 2: Investment Dynamics - The gold trade continues to gain momentum across various forms, including physical gold, mining stocks, and ETFs, despite some recent tariff concerns that were alleviated [4] - Inflows into gold ETFs have been described as "staggering" compared to previous years, yet investors are less hedged in relation to the equity market than a decade ago, suggesting potential for further allocation into gold ETFs [5] - Gold-focused ETFs represent a smaller segment of the overall gold trade, but the demand for physical gold ownership is also increasing globally [6] Group 3: Comparative Analysis - U.S. bitcoin ETFs account for about 7% of the total market capitalization of bitcoin, while gold ETFs make up less than 1%, indicating room for growth in gold ETFs [7] - Gold ETFs are considered effective vehicles for tracking the spot price of gold and serve as a great allocation option for investors [7]
HPS: Valuation Has Become More Attractive (Rating Upgrade)
Seeking Alpha· 2025-08-04 19:38
Due to current market uncertainty and volatility of traditional equities, funds like John Hancock Preferred Income Fund III (NYSE: HPS ) can be an attractive way to hedge an investor's portfolio. HPS provides investors with exposure to a diverseFinancial analyst by day and a seasoned investor by passion, I've been involved in the world of investing for over 15 years and honed my skills in analyzing lucrative opportunities within the market.I specialize in uncovering high quality dividend stocks and other as ...