By Ernest Hoffman – Kitco News
The resumption of the Fed’s cutting cycle means all systems are a go for risk assets, but gold and silver should outperform even a hot equity market in a lower-rates environment, according to Sameer Samana, head of Global Equities and Real Assets at Wells Fargo Investment Institute.
In a Thursday interview with Kitco News, Samana was emphatic that – with one key exception – most assets should deliver a very strong performance over the next 12 months.