BofA: Gold Investors Are Long AI, Gold And Short Chinese Assets

HFA Padded
Predrag Shipov
Published on
Asset Gold at record high...hedge against debt, deficit, debasement

In the newest BofA securities research, we gain insights into different asset gains, trends, and what investors expect in the future.

The new analysis brings in the YTD performances of individual assets which are as follows:

  • Gold - 28.9%
  • Crypto - 24.6%
  • Stocks - 18.8%
  • High-yield bonds - 8.5%
  • Investment grade bonds - 5.4%
  • Cash - 4.0%
  • Commodities - 2.3%
  • Government bonds - 1.9%
  • US dollar - -0.7%
  • Oil - -5.8%.

Long-dated UST 10Y returns close to 62-year lows
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