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投资理财

黄金将告罄,此时不投资更待何时?

Emily Price 2017年11月06日

地球上的黄金资源就要挖光了。

本月接受德国报纸Finanz und Wirtschaft采访时,拥有采矿权的矿业公司Franco-Nevada联合创始人兼董事长皮埃尔·拉松德表示,人类采掘黄金可能无法保持过去百年的速度。

拉松德接受德国报纸采访时表示:“全行业投入采掘的资金远远不够。对研发的投入也远远不够,特别是采掘和加工方面的新技术。”

拉松德警告,如果长此维持现状,市场可能供不应求,全球金价可能上涨。增长放缓的部分原因在于,采矿成本增加新勘探的矿地减少。特朗普政府也认为最近金价走高的根源在此。

拉松德认为,投资者应该开始考虑在投资组合里加入黄金。无独有偶,美国资产管理机构U.S. Global Investors的首席执行官弗兰克·霍尔姆斯在探讨该问题的一篇文章中表达了相同观点。霍尔姆斯建议,在投资组合中将黄金的比例保持在5%至10%,另外在股票篮子里增加黄金概念股,特别是通常被市场忽视且估值较低的个股。(财富中文网)

译者:Pessy

审校:夏林

Speaking with the German newspaper Finanz und Wirtschaft this month, Pierre Lassonde, co-founder and chairman of mining royalty company Franco-Nevada, said he’s not sure how the world will be able to keep up the pace of discovery of gold deposits that it has enjoyed over the last century.

“What the industry has not done anywhere near enough is to put money back into exploration,” Lassonde told the paper. “They have not put anywhere near enough money into research and development, particularly for new technologies with respect to exploration and processing.”

In the long term, he warns, there could be a supply-demand imbalance and an increase in the price of gold around the world. The issue, in part, is that mining has slowed down due to increased costs and decreased discovery of new mining locations. The Trump administration has also been blamed for the recent surge in gold prices.

Lassonde, as well as Frank Holmes, who wrote an article about the issue for U.S. Global Investors, suggests that investors should start including gold in their portfolio if they haven’t already. Holmes recommends keeping between 5 and 10 percent of your portfolio in gold, and adding gold stocks to the mix, particularly those that are typically overlooked and undervalued.

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