Global stocks rose on Wednesday, with sentiment lifted by upbeat economic data out of China. Experts told CNBC investors should forget about currencies and fixed income and rather focus on benefiting from asset-price inflation by getting into real assets.
Don't Get Fooled into This Money Illusion
Don't get fooled into this money illusion, warns Burkhard Varnholt, CIO at Bank Sarasin. He says private and institutional investors are still largely overweight in fixed income securities and cash but there's a real risk "that you miss out on this real asset price inflation." Varnholt & Gerard Lyons, chief economist & group head of global research at Standard Chartered Bank, share how they are investing, in this installment of "Protect Your Wealth."
Real Assets Will Outperform Paper Assets
Real assets will continue to outperform paper assets, foresees Burkhard Varnholt, CIO at Bank Sarasin.
Is This Rally Sustainable?
This is a liquidity-driven, not fundamentally-driven, market rally, warns Tim Mulholland, MD at China-America Capital Company. But Gerard Lyons, chief economist & group head of global research at Standard Chartered Bank, disagrees. They make their case to CNBC.
Gold May Reach $1,200/oz
Gold could reach as high as $1,200 an ounce, says Akhi Kamkolkar, head of futures at Halifax Investments.
Gold to Rise
Gold will head higher, says Matt Martin, institutional salesperson at Wilson HTM.
Strong Demand for USTs
A strong auction of new 10-year notes helped lift the Treasury market. Par Magnusson, senior analyst at Danske Bank tells CNBC why demand is set to remain strong.
Greenback Likely to Bounce in Short-Term
Expect a bounce in the dollar in the short term, says Ed Ponsi, president at FXeducator.com.