黃金將告罄，此時不投資更待何時？

本月接受德國報紙F(tuán)inanz und Wirtschaft采訪時，擁有采礦權(quán)的礦業(yè)公司Franco-Nevada聯(lián)合創(chuàng)始人兼董事長皮埃爾·拉松德表示，人類采掘黃金可能無法保持過去百年的速度。

拉松德接受德國報紙采訪時表示：“全行業(yè)投入采掘的資金遠(yuǎn)遠(yuǎn)不夠。對研發(fā)的投入也遠(yuǎn)遠(yuǎn)不夠，特別是采掘和加工方面的新技術(shù)。”

拉松德警告，如果長此維持現(xiàn)狀，市場可能供不應(yīng)求，全球金價可能上漲。增長放緩的部分原因在于，采礦成本增加新勘探的礦地減少。特朗普政府也認(rèn)為最近金價走高的根源在此。

拉松德認(rèn)為，投資者應(yīng)該開始考慮在投資組合里加入黃金。無獨有偶，美國資產(chǎn)管理機構(gòu)U.S. Global Investors的首席執(zhí)行官弗蘭克·霍爾姆斯在探討該問題的一篇文章中表達(dá)了相同觀點。霍爾姆斯建議，在投資組合中將黃金的比例保持在5%至10%，另外在股票籃子里增加黃金概念股，特別是通常被市場忽視且估值較低的個股。（財富中文網(wǎng)）

譯者：Pessy

審校：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.