Seit der Wahl Trumps haben Bonds weltweit 2 Billionen $ an Wert eingebüßt. Geld strömte in Aktien, demnächst vermehrt n Gold ?
Einiges spricht dafür, neben dem Werteverlust der Bonds das rel. geringe Investment der Pensionsfonds und der Anlagen weltweit in Edelmetallen.
“An asset allocation survey by the U.S. Council of Institutional Investors shows that commodities in general account for only 1.8% of pension fund investments. That means only a fraction of that 1.8% is invested specifically in gold and silver....
In 1980, gold made up 2.74% of global financial assets. Today, it’s just 0.58%. In other words, there’s a lot of room for institutional investors to invest more heavily in gold. A great rotation from bonds into stocks may very well be under way. But, if inflation starts to get out of hand, we could also see some of that outflow from bond funds end up in gold....“
http://www.dailypfennig.com/20…-rotationfrom-bonds-gold/
Grüsse
Edel