Tag: episode_1612
The Importance of Gold in De-Risking Portfolios
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OWN SOME GOLD AS A HEDGE AGAINST MARKET, ECONOMIC AND CURRENCY DECLINES
THE CASE FOR GOLD
- Protected investors during every bear market but one over the last 50 years
- Anytime markets were in a bear market, gold prices were rising
- World economies are slowing
- Central banks are stimulating
- Corporate and government debt at record levels
DE LARDEMELLE: OPEN MIND
OPEN MIND
The ability to change one’s mind is key to investment success says IVA Chuck de Lardemelle.
THE IMPORTANCE OF GOLD IN DE-RISKING PORTFOLIOS
Financial risks are adding up. Trade battles with China, the surprising vulnerability of Middle East oil supplies, the duration of Hong Kong protests, the drawn-out Brexit dilemma are all drags on business confidence and economic growth. In recognition, the Federal Reserve just cut interest rates for the second time this summer and remains on alert.
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PREMIUM: CHUCK DE LARDEMELLE
GOLDEN PROTECTION
This week’s guest is known for assiduously avoiding market risk. He is a global value manager, Chuck de Lardemelle, a founding partner of International Value Advisers, known as IVA, which he and his partner launched in the depths of the financial crisis in 2008.
De Lardemelle is a co-portfolio manager of their two mutual funds IVA Worldwide and IVA International. Although both funds lag their benchmarks in bull markets they protect in declines and have thus earned Morningstar’s Silver Medalist analyst rating for their “cautious, patient strategy” making them “a valid long-term choice for wary investors.”
IVA describes its strategy as “winning by not losing and looking to assess risk and try to avoid it wherever possible…”
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