Gold Shouldn't Be Seen as 'Purely Safe Asset,' JPMorgan AM Says

BloombergMonday, October 6, 2025 at 8:32:05 AM
Gold Shouldn't Be Seen as 'Purely Safe Asset,' JPMorgan AM Says
John Bilton, the global head of multi-asset strategy at JPMorgan Asset Management, emphasizes that while gold's price has surged close to $4,000 an ounce, it shouldn't be viewed solely as a safe asset. He highlights its importance in investment portfolios as a hedge against inflation and currency debasement, but cautions that it shouldn't replace traditional investments like Treasuries. This perspective is crucial for investors navigating current economic uncertainties.
— Curated by the World Pulse Now AI Editorial System

Was this article worth reading? Share it

Recommended Readings
Czech inflation slows to 2.3% in September, below expectations
PositiveFinancial Markets
Czech inflation has slowed to 2.3% in September, which is below what many analysts expected. This decline is significant as it suggests that the economy may be stabilizing, providing relief to consumers and businesses alike. Lower inflation can lead to increased purchasing power and a more favorable economic environment, making this news a positive indicator for the Czech Republic's financial health.
Gold rallies above key $3,900/oz mark amid yen slump, U.S. rate cut bets
PositiveFinancial Markets
Gold prices have surged past the crucial $3,900 per ounce mark, driven by a decline in the Japanese yen and increasing expectations for a U.S. interest rate cut. This rally is significant as it reflects investor confidence in gold as a safe haven amid economic uncertainties, making it a key asset for those looking to hedge against inflation and currency fluctuations.
Can anything shut down the Gold rally?
NeutralFinancial Markets
The ongoing rally in gold prices has sparked discussions among investors about its sustainability. With economic uncertainties and inflation concerns, many are turning to gold as a safe haven. This trend is significant as it reflects broader market sentiments and can influence investment strategies moving forward.
JPMorgan investment trusts report latest gearing ratios
NeutralFinancial Markets
JPMorgan has released its latest report on investment trusts, focusing on the current gearing ratios. This information is crucial for investors as it provides insights into the financial leverage and risk levels associated with these trusts, helping them make informed decisions.
Gold and Bitcoin go through the roof as U.S. shutdown forces investors to trade in the dark
PositiveFinancial Markets
Gold and Bitcoin are experiencing a surge as the likelihood of a prolonged U.S. government shutdown looms, with bettors on Polymarket estimating a 67% chance it will last over 10 days. This situation is prompting investors to seek safer assets, making gold and Bitcoin attractive options. The potential shutdown creates uncertainty in the stock market, leading traders to adapt their strategies in response to the evolving economic landscape.
Euro and Paris stock market slide amid French political crisis; gold at record high near $4,000 per ounce – business live
NegativeFinancial Markets
France is facing a significant political crisis as Prime Minister Sebastien Lecornu unexpectedly resigns after just a month in office, leading to a sharp decline in French bank stocks and raising concerns about the stability of the eurozone's second-largest economy. This situation is critical as it not only affects the financial markets but also raises questions about the future of governance in France, making it a pivotal moment for both the country and the broader European Union.
Five things to watch in markets in the week ahead
NeutralFinancial Markets
As we look ahead to the coming week, there are five key factors that investors should keep an eye on in the markets. These include economic indicators, inflation trends, and upcoming earnings reports that could influence market movements. Understanding these elements is crucial for making informed investment decisions and navigating potential volatility.
Rising risk of undershooting would support slight cut in ECB rates, Lane says
NeutralFinancial Markets
Philip Lane, the chief economist of the European Central Bank (ECB), has indicated that the rising risk of undershooting inflation targets may warrant a slight reduction in interest rates. This statement is significant as it reflects the ECB's ongoing efforts to navigate economic challenges in the eurozone, particularly in light of fluctuating inflation rates. A rate cut could stimulate economic activity by making borrowing cheaper, which is crucial for growth in the region.
ECB’s Guindos and Lane Signal Little Urgency to Change Rates for Now
NeutralFinancial Markets
Two key figures from the European Central Bank, Guindos and Lane, have indicated that the current inflation outlook is stable, showing no immediate risks that would prompt a change in interest rates. This suggests that the ECB is in no rush to adjust its monetary policy, which could have implications for economic stability and growth in the Eurozone.
JPMorgan downgrades CATL stock rating to Neutral despite raising price target
NeutralFinancial Markets
JPMorgan has downgraded the stock rating of CATL to neutral, even though they have raised the price target for the company. This decision reflects a cautious approach to CATL's performance in the market, suggesting that while there may be potential for growth, investors should be wary of current market conditions. Understanding these shifts is crucial for investors looking to navigate the complexities of the stock market.
‘Gold-plated Fomo’ powers bullion’s record-breaking rally
PositiveFinancial Markets
Gold has seen an incredible surge this year, skyrocketing nearly 50%, marking its best performance since 1979. This rally is largely driven by institutional investors who are flocking to bullion as a safe haven. This trend not only highlights the growing confidence in gold as a valuable asset but also reflects broader economic uncertainties, making it a significant moment for both investors and the market.
Thai inflation negative for six straight months as full year forecast lowers
NegativeFinancial Markets
Thailand's inflation has been on a downward trend for six consecutive months, prompting a revision of the full-year economic forecast. This decline in inflation is significant as it reflects the challenges the Thai economy is facing, including rising costs and consumer spending concerns. Understanding these trends is crucial for policymakers and businesses as they navigate the economic landscape.
Latest from Financial Markets
Goldman Sachs lifts Nvidia price target, sees strategic upside from OpenAI deal
PositiveFinancial Markets
Goldman Sachs has raised its price target for Nvidia, highlighting the potential strategic advantages stemming from Nvidia's partnership with OpenAI. This move reflects confidence in Nvidia's growth prospects, particularly in the AI sector, which is becoming increasingly vital in technology. Investors should pay attention to this development as it signals optimism about Nvidia's future performance and its role in the evolving landscape of artificial intelligence.
Creating a Withdrawal Strategy for Retirement Income
PositiveFinancial Markets
Creating a withdrawal strategy for retirement income is crucial for ensuring financial stability in later years. This article discusses effective methods to manage your retirement funds, helping individuals make informed decisions about their finances. With the right approach, retirees can enjoy their golden years without the stress of financial uncertainty.
Citi stock holds Overweight rating at Piper Sandler amid Banamex sale
PositiveFinancial Markets
Citi's stock has received an Overweight rating from Piper Sandler, particularly in light of the ongoing sale of Banamex. This positive outlook reflects confidence in Citi's strategic moves and potential for growth, making it an interesting time for investors to consider their positions in the bank. The sale of Banamex is a significant step for Citi, and analysts believe it could enhance the bank's overall performance.
Piper Sandler reiterates Overweight rating on Brixmor Property stock
PositiveFinancial Markets
Piper Sandler has reaffirmed its Overweight rating on Brixmor Property stock, signaling confidence in the company's performance and potential for growth. This endorsement is significant as it reflects the firm's belief in Brixmor's ability to navigate market challenges and deliver value to investors, making it a noteworthy consideration for those looking to invest in real estate.
Beacon Rise enters agreement for £0.71 million chiropractor acquisition
PositiveFinancial Markets
Beacon Rise has successfully entered into an agreement to acquire a chiropractor for £0.71 million. This acquisition is significant as it not only expands Beacon Rise's portfolio but also enhances its service offerings in the healthcare sector, potentially leading to improved patient care and increased revenue.
Arcutis Biotherapeutics stock rises after FDA approves eczema cream for young children
PositiveFinancial Markets
Arcutis Biotherapeutics has seen a significant boost in its stock value following the FDA's approval of its eczema cream specifically designed for young children. This approval is a major milestone for the company, as it not only opens up a new market but also addresses a critical need for effective eczema treatments in pediatric patients. The positive reception from investors reflects confidence in the product's potential to improve the quality of life for many families dealing with this common skin condition.