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World’s Biggest Money Managers Are Rebuilding Gold Positions

Source: Bloomberg

Commodities & Raw MaterialsMonetary PolicyInflationInvestor Sentiment & Positioning

Asset managers have rebuilt gold holdings after a price drop, signaling confidence that gold’s longer-term demand drivers will hold up despite a more assertive Fed stance on inflation. The move reflects a positioning shift toward perceived durability in gold fundamentals even as monetary policy expectations become less supportive for risk assets and non-yielding commodities.

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