Disclaimer: Views in this blog do not promote, and are not directly connected to any L&G product or service. Views are from a range of L&G investment professionals, may be specific to an author’s particular investment region or desk, and do not necessarily reflect the views of L&G. For investment professionals only.
09 Jan 2020
3 min read
Oil and Gold. Risk business for 2020?
By John Roe
Beware the herd. Gold seems to be one of the most loved trade ideas right now, which for us is a warning sign and leads us to look elsewhere.
Equally, the market was very quick to discount US-Iran tensions, suggesting a high degree of common thinking there too. Here's why popular ideas worry us and what we think that means right now.
Recommended content for you
Learn more about our business
We are one of the world's largest asset managers, with capabilities across asset classes to meet our clients' objectives and a longstanding commitment to responsible investing.
