Morgan Stanleys Ankündigung ihrer strategischen Neuausrichtung überraschte Mitte September viele Investoren. Die Grossbank verabschiedet die traditionelle Empfehlung des 60/40 Ansatzes offiziell – zu Gunsten von Gold!

Gold befindet sich seit geraumer Zeit auf einem kometenhaften Aufstieg - über 90 % Zuwachs in 5 Jahren - und dank dieser Zuwächse hat es sich von einer "Alt-Herren-Anlage" zu einem "heißen Eisen" entwickelt. Dieser Popularitätsschub hat jedoch, wie bei jedem Produkt, das sich einer großen Nachfrage oder eines hohen Wertes erfreut, auch die Aufmerksamkeit von Übeltätern aller Art und insbesondere von Fälschern auf sich gezogen. Gefälschte Barren und Münzen sind natürlich nichts Neues, aber neu sind die Methoden, die angewandt werden, und die Qualität der Fälschungen, die heute viel höher ist als in der Vergangenheit. Der Versuch, mit den Fälschern Schritt zu halten, ist für jedes Unternehmen der Metallbranche keine leichte Aufgabe, aber wie wir in diesem Artikel erklären werden, haben wir bei BFI Bullion gute Gründe, zuversichtlich zu bleiben, dass wir einen Schritt voraus sind.

In March, the European Commission introduced a major new initiative, claiming it as game-changing for the bloc’s growth and global competitiveness. President Ursula von der Leyen unveiled the “Savings and Investment Union” (SIU), a plan that’s aimed at harnessing fresh capital—primarily from private sources—to fund strategic investments across Europe. The EU has been struggling for long time with inadequate public funding that fails to cover its chronically excess spending, as was highlighted in a report by Mario Draghi in September 2024. The bloc is estimated to need an annual investment of 750-800 billion euros by 2030 to modernize its economy, to pay for all its ambitious plans and initiatives, and to maintain its foundational socioeconomic model. The former chief of the European Central Bank warned that the current path the EU is on is one of “managed and gradual decline” that is “condemning itself to a slow agony”, and unless something changes, the Union is very likely to suffer long term economic stagnation, as well as serious challenges in terms of geopolitical relevance, security and independence.

Through his new bill, Florida Governor DeSantis wants Floridians to be able to use physical gold and silver as an official means of payment by making them legal tender. The bill, as DeSantis labelled it, is a move to protect residents from the growing fiscal uncertainty in the US and a weakening US dollar, stating “this is our ability to give you financial freedom to be able to protect yourself again the declining value of the dollar”.

For centuries, gold has served as a reliable store of value and it has functioned as a universally recognized medium of exchange, especially when all other alternatives falter. More relevantly to modern investors, however, it has consistently proven itself to be the most dependable hedge against inflation and currency devaluation, against market crashes and economic crises, and against geopolitical turmoil and uncertainty. We’ve seen this repeatedly confirmed since time immemorial, but over the last few years it has become blatantly obvious and objectively undeniable

In mid March, gold shattered yet another psychological barrier, this time by surging past $3,000 per ounce and even rising over $3,100 just a few days later. Justifiably, this sparked widespread jubilation among most precious metal investors. However, at the same time, there were some voices calling for profit taking, or even confidently declaring that the yellow metal had “topped” and it was time to sell. After all, it has indeed climbed steadily from its 2020 low of around $1,700/oz, delivering a roughly 76% gain in just five years. However, gold’s story is far from over, and all of the economic, geopolitical, and monetary forces driving its trajectory suggest it has room to run—especially over the long haul.