Why these strategists say 45% of portfolios should be invested in gold, metals and bitcoin

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مدعوم بالذكاء الاصطناعي
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Strategists recommend allocating 45% of portfolios to gold, metals, and bitcoin, potentially indicating a shift in investor sentiment towards safe-haven assets. The upcoming Trump-Xi summit in Beijing may support equity markets in the short term. This could lead to a near-term rally in equities, but the recommended allocation suggests a longer-term bearish outlook for stocks.

تأثير السوق

The recommended 45% allocation to gold, metals, and bitcoin may lead to increased demand and upward price pressure on these assets, particularly if investors follow this advice. Conversely, this could lead to a decrease in demand for equities, potentially causing a medium-term downturn in the stock market, with affected symbols including broad equity indices such as SPY and QQQ.

المشاعر
Neutral
ثقة الذكاء الاصطناعي
60%
الأفق الزمني
متوسط الأجل
Affected Symbols

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Positive expectations from the Trump-Xi summit in Beijing mid-May may serve to underpin toppy equity markets in the near-term

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قراءة المقال الكامل
المقال الأصلي منشور بواسطة MarketWatch في إبريل 22, 2026.
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