Despite recent significant declines, the long-term allocation logic for gold remains intact, according to Morgan Stanley. Their metals and mining strategy head, Amy Gower, identifies three factors likely to support gold prices in the coming months: robust physical demand, particularly from central banks and China, which is poised for record levels; persistent concerns over long-term public debt and fiscal sustainability; and the potential for falling oil prices to alleviate inflation expectations. While rising bond yields present a short-term headwind, potential policy interventions or shifts in inflation expectations could offer renewed support. Morgan Stanley remains optimistic about gold over the next 12 months, viewing $4000 as a strong floor.

In 2025, Pimco faced significant headwinds in the US bond market but managed to achieve exceptional performance and outperform competitors through a bold strategy.

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