Interesting Graph from Man Group, The Bond Problem 

The question the ask is; given super low yields, should you replace the Bonds with gold? 

Well its not a simple yes or no but they provide this interesting graph showing how gold and SNP returns are related. 

and Correlation trend is not your friend, 


Kind of mirrors what I saved before: 


The above are screenshots from a report called: "US Economic Outlook & Implications of Current Policies for Inflation, Gold and Bitcoin (15th in our COVID-19 Series) by Goldman. Sadly the dropbox link to the full presentation is dead.

For more interesting info see below 👇

📙 Let’s Keep Democratizing Finance, Shall We? Jan 2021 Buyside Research