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Gold: the hedge against currency collapse

US managers believe the crisis has further to run and expect more downside for shares.
Gold: the hedge against currency collapse

Just as balance sheets are a snapshot of a company’s financial position, so the letters written by fund managers to their investors act as windows to a moment’s sentiment. It’s fair to say, times have never been so dramatic.

Personal written communications enable chief investment officers (CIOs) to frame strategies and reassure clients that they’re with the smart money. The various authors don’t try to predict when the coronavirus will be beaten, but there is a palpable sense that this crisis is a turning point for investors.


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