
Morgan Stanley’s Mike Wilson recommends using gold as a defensive allocation, arguing it has been in a bull market for 25 years. The piece frames gold as portfolio protection rather than a specific near-term catalyst. Expected impact is limited, but it may reinforce risk-off sentiment toward commodities.
Morgan Stanley’s Mike Wilson recommends using gold as a defensive allocation, arguing it has been in a bull market for 25 years. The piece frames gold as portfolio protection rather than a specific near-term catalyst. Expected impact is limited, but it may reinforce risk-off sentiment toward commodities.
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