Investors Shouldn’t Necessarily Turn to Gold as Safe Asset: JPMorgan’s Anderson

The video discusses the role of gold as a safe asset in investment portfolios, especially in the context of the longest business cycle in the US without a recession. It highlights the mixed performance of gold during market downturns and suggests that investors should consider a more diversified defensive strategy. The video also examines the rally in gold prices despite a positive market outlook and reduced fears of global recession, attributing it to perceived risks and demand outside major markets. Finally, it addresses the challenges bond investors may face due to high starting prices and limited room for price appreciation.

What alternative strategies should investors consider instead of relying solely on gold?

What is the speaker's outlook on inflation and its impact on gold performance in 2020?