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2025-12-18 13:14:44
[Institutions: Gold is Increasingly Becoming a "Centerstone Asset"] 1. In a recent report, Saxo Bank analyst Ole Hansen points out that in a fragmented, fiscally strained, and geopolitically uncertain world, gold is increasingly becoming a "cornerstone asset." Its strong performance over the past two years is not only due to a favorable macroeconomic environment but also signifies a profound shift in the global financial system—investors' pursuit of "trust, diversification, and resilience" has become as important as "yields and growth." 2. However, the report also warns that gold is not without risks as it enters the new year. The most direct risks come from positioning and capital flows. Given the significant gains in gold and silver in 2025, the upcoming annual rebalancing of major commodity indices will trigger a large sell-off in the futures market to adjust weights, a technical process that could cause significant market volatility in the short term.
