Why gold is playing an increasingly important role in portfolios

The dollar was a clear winner in 2018, as it was one of the few assets to register gains. Exceptionally, strong US economic growth, political upheavals in Europe and the emerging markets and escalating trade tensions worked together to lift the greenback.  While many of these uncertainties may continue in the short term, we think currency markets will start to turn their attention to shifting growth and interest rate differentials, as the rest of the world emerges from its trough in growth. Why investors need to be careful as the buck bounces back The convergence is supported by...