Investors Should Have Some Gold in Portfolios: Deutsche Bank’s Nolting

The video discusses the forecast for gold prices, highlighting correlations with inflation and negative yields. It emphasizes the importance of owning gold in a portfolio due to low opportunity costs in a low-yield environment. Additionally, it addresses geopolitical risks, particularly in the Middle East, and their potential impact on asset classes, urging investors to consider these risks in 2020, an election year in the US.

What is the significance of inflation expectations in relation to gold prices?

How does the speaker suggest investors should position their portfolios in light of current events?