Artigo Revisado por pares

Is Gold a Hedge or a Safe Haven? An Analysis of Stocks, Bonds and Gold

2010; Wiley; Volume: 45; Issue: 2 Linguagem: Inglês

10.1111/j.1540-6288.2010.00244.x

ISSN

1540-6288

Autores

Dirk G. Baur, Brian M. Lucey,

Tópico(s)

Financial Risk and Volatility Modeling

Resumo

Abstract Is gold a hedge, defined as a security that is uncorrelated with stocks or bonds on average, or is it a safe haven, defined as a security that is uncorrelated with stocks and bonds in a market crash? We study constant and time‐varying relations between U.S., U.K. and German stock and bond returns and gold returns to investigate gold as a hedge and a safe haven. We find that gold is a hedge against stocks on average and a safe haven in extreme stock market conditions. A portfolio analysis further shows that the safe haven property is short‐lived.

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