Ronald Stöferle

The best performing asset?!

Ronald Stöferle joins Mike Maloney to discuss some aspects of this year’s In Gold We Trust report under the title “Stagflation 2.0” They focus on the long-term performance of gold and the possibility of a large price increase.

A fringe minority

Gold investors are often ridiculed for not investing in something that has great performance or pays dividends. But when looking at the performance of gold across multiple currencies, one can see that gold has increased at an average of 9,2 per cent every year since 2000. This makes it the best performing asset after cryptos. Since the year 2000, the S&P500 is up 200 per cent. Gold on the other hand is up 500 per cent. Gold saves your purchasing power over a long period. It should be viewed through that lens.

 

A stronger defence

The classic 60/40 portfolio is currently under attack. As it currently stands, this attack will also not stop soon. It would therefore be wise for asset managers to look for a strong defender. This defender is gold. We, therefore, believe that we will experience strong inflows into gold ETFs shortly to satisfy this need.

 

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