The Hong Kong-based family office anticipates the delta to turn positive for Chinese assets, and the market is primed for a rebound once economic stimulus kicks in.
Investors are feeling confident in their strategies to counter potential rising inflation, interest rate hikes and higher stock, bond and currency volatility, according to a new survey by Natixis Investment Managers.
Some analysts remain bearish on gold, believing that energy, industrial metals or real estate would be a better hedge, while others think the metal is now trading at an attractive rate.