Insights and Market Perspectives

Reasons behind the gold rally

Author: Ani Markova

September 18, 2017

Gold bullion has rallied around 10% since July as geopolitical tensions and natural disasters have triggered a rush towards “safe haven” assets. Ani Markova shares her theory on why the sector is ripe for M&A activity and why the U.S. will be a key factor in sustaining these US$1300-1400 levels.

About AGF Management Limited

Founded in 1957, AGF Management Limited (AGF) is an independent and globally diverse asset management firm. AGF brings a disciplined approach to delivering excellence in investment management through its fundamental, quantitative, alternative and high-net-worth businesses focused on providing an exceptional client experience. AGF’s suite of investment solutions extends globally to a wide range of clients, from financial advisors and individual investors to institutional investors including pension plans, corporate plans, sovereign wealth funds and endowments and foundations.

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Written by

Ani Markova, MBA, LIFA, CIM, CFA

Vice-President and Portfolio Manager

AGF Investments Inc.

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