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Resolve's Gestalt University

Jun 16, 2020

This is “ReSolve’s Riffs” – live on Youtube every Friday afternoon to debate the most relevant investment topics of the day.

The recent pandemic-led selloff has once again highlighted the importance of having ballast in portfolios to deal with extreme equity volatility – and ultimately protect investors from disastrous outcomes. This week we discussed:

  • Whether bonds can continue to provide protection given rock-bottom yields
  • If gold will outshine other safe-haven assets in the current environment
  • The tradeoffs between sovereigns and the shiny metal
  • The current economic environment and the possibility of a paradigm shift

The team also explored how both bonds and gold should fit into a risk parity framework where investors do not necessarily have to make a choice but can rather benefit from owning either one – or both – at the right time.

Thanks for watching and see you next week.