REAL ASSETS DOCUMENT LIBRARY
We just published our latest quarterly update for our Real Assets Investment Strategy
What is the outlook for gold now that there is more evidence that we may be stepping into an economic slowdown or even a recession? In this episode, Peter Pavlov, Silk Invest’s portfolio manager of the Sustainable Real Assets fund shares his views, his outlook and his research on the fundamentals and technicals for the shiny metal...
In this first episode, Peter Pavlov and I discuss the Oil industry, a key component of the energy theme within the Sustainable Real Assets strategy. We explore the fundamentals that are driving this market to better understand where oil prices may be headed in the medium term.
Discover our new video series about the 7 key themes that are set to benefit from an unprecedented growth in global demand as millions of people around the world gradually enter the middle class.
In addition, this investment strategy could also help investors protect themselves against the threat of rising inflation.
A critical imbalance is forming in the Gold market and it may herald a strong move in the immediate future