Gold -plated Fomo runs a record in the bombing race

The largest GOLD gatherings since the 1970s are disturbed by “gold -plated” FOMO, where investors are afraid of losing returns and anxiety from inflation, adding precious metal to their wallets.

The price of alloys rose by about 50 percent this year to a record level exceeding $ 3800 for each ounce that is narrated after US President Donald Trump’s war. Ignite The rush to the root assets and the dollar sent down.

But even when the fluctuations caused by the customs tariff in the financial markets declined during the summer, the price of gold accelerated, with a jump of approximately 12 percent in September alone, which is the largest monthly gain since 2011.

Asset managers say that the main catalyst was a wide range of investors jumping on the high price vehicle after years of standard purchase by the managers of the Central Bank reserves.

“The fear of loss” is seen as huge gains in the shares of MegacAP technology and other markets such as credit “:” it is gold -plated FOO “, referring to the” fear of loss “that is also seen as huge gains in technology shares. MEGACAP and other markets such as credit.

“Gold has become very big … so much that you cannot ignore it. There is a level when it becomes impossible not to own it.”

Nikki Shels, an analyst at the Trade and precious metal company for minerals, said a cheap and popular investment vehicle used by both trading investors, adding that the “variable driver of games” in exchange boxes, a cheap and popular investment vehicle used by both store investors.

The net flows to the Gold -backed investment funds have risen to $ 13.6 billion in the past four weeks, according to the data of the World Gold Council, which means that more than 60 billion dollars has flowed so far in 2025, which is a record number of the evaluation year.

The amount of gold kept by these investment funds circulating over 3800 tons, near their peak during the PandeMic Covid-19 sale in risky assets.

Behind this increase in the last prices-the largest since the shock of oil prices of 1979-is the first signs of the transformation between investors, from individuals to pension funds, to a long-term allocation to precious metals, in the same way that they will do for stocks and bonds, analysts say.

Instead of allocating the traditional 60/40 assets to shares and bonds, Morgan Stanley suggested dividing 60/20/20, where gold has equal weight with a fixed income.

Such a shift may mean trillion dollars in the flow of alloys and distinguishes a significant change from 2 percent who currently allocate the fund managers to gold, according to the last -American Survey of America.

“For the first time in a long time,” said Michael Widmer, head of mineral research at Bofa. There were a large number of inquiries from customers who explore a long -term contract in gold.

Some customers are keen on trading as they are betting against the dollar while buying gold.

“People look forward to shortening the dollar, but they are not completely sure of the currency that must be purchased – this uncertainty leads you directly to gold.”

Gold, which does not provide any income, unlike bonds, has not been created by some of the long -standing investors of its appreciation or prediction. Warren Buffett has once pointed out the yellow as “there is neither large use nor childbearing.”

Investors poured into alloys as central banks resorted to quantitative alleviation in the wake of the global financial crisis. However, fears of excessive inflation have proven to be misplaced, and gold failed to overcome its height in 2011 until the summer of 2020.

However, fluctuations in bond markets, amid concerns about the standard sovereign version across rich countries, make fixed income less attractive as a portfolio tool and add to Gold’s brilliance again.

“What we saw in the bond market was a little bit,” said Maya Bahandari, chief investment in multiple assets in Europe, the Middle East and Africa in Newbreger Berman. “Gold seems a little more attractive as a variety of long -stock positions of bonds.”

Another driver is Worry In some circles, policy makers will respond to registering sovereign debt levels by allowing inflation in work above the target, in fact reducing the value of assets, especially Trump’s pressure on the federal reserve to maintain low rates.

However, the bond market is not pricing in losing control of inflation. Instead, gold is used as a “tail” hedge by investors, according to Franchiska Furnasari, head of currency solutions at Insight Investment.

She added that the opinion is “we do not want to have (the loss of federal reserve independence) as our basic case, but we want to have something.”

Data is visualized by Ray Douglas