Is sentiment for gold too optimistic? In our latest report we look at two different real assets: gold and REITS, and investigate whether their strong recovery can continue over the coming months
- The first quarter 2019 has seen a strong recovery in most risky asset classes. We address the question as to whether this recovery can continue over the coming three months by focusing on two different real assets: gold and REITs.
- Our analysis shows that investor sentiment about gold is probably too optimistic given the expected headwinds in the second quarter 2019, while REITs should be well supported by positive sentiment and persistent price momentum.
To read the full report click here.
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