Global econometrician and investment strategist with extensive knowledge of gold, currencies, commodities, US and emerging markets fixed income. Proven record of creating robust, highly-effective financial models used in asset valuation, asset allocation and portfolio management. Excellent communication and presentation skills coupled with a natural ability for building strong business relationships. With elite academic and professional training, I thrive at conveying complex content to a diverse audience.
Looking ahead, we believe there is a considerable risk that higher inflation may persist as a by-product of knock-on effects from the monetary and fiscal policies enacted in response to the Covid-19 pandemic which is likely to support investment demand for gold.
We believe that there is a considerable risk that higher inflation may persist as a by-product of knock-on effects from the monetary and fiscal policies put in place as a response to the COVID-19 pandemic. This, in turn, should support investment demand for gold as [an] inflation hedge.
Despite a recovery in the stock market during January, investors globally remained concerned about the December rout. By February, some investors, especially in the US, gained a greater sense of comfort and flows started coming into stock-based as well as broad-based funds, and out of gold.