MTS 王立天(Fred)的部落格

今天世界各國銀行「剝削型」         

「大魚吃小魚、小魚吃蝦」

的經濟體系模式，

羅斯柴爾德家族要負起很大的責任。

做賊的在喊抓賊，

真的不禁讓人搖頭嘆息。

羅斯柴爾德看好黃金

Rothschild in gold

n  七十四歲的長老宣稱未來經濟走向充滿了不確定性。

n  他投資組合的持股比例從一年前的原本的37%，
拉高至玵82%，

n  為了保護自己的投資，擁有9%的黃金現貨。

By Emiliya Mychasuk and Emiko Terazono

Published: June 17 2010 03:00 | Last updated: June 17 2010 03:00

Lord Rothschild has returned to equity markets for higher rates of return, through his RIT Capital investment vehicle.

But RIT is hedging its bets by holding a stash of gold and remains conservative in its investment choices.

"We face . . . an outlook and an uncertainty unlike much that we have been used to," the 74-year-old investor warns in the latest RIT report.

In a search for returns, RIT lifted public markets exposure to a peak of 82 per cent, from 37 per cent a year ago. It bought commodities and more cyclical companies, as well as developing markets and currencies. Ahead of the May markets slump, it favoured cash-rich companies with a global spread. Currency plays helped significantly, as RIT cut back on sterling and euros and lifted dollar and dollar-pegged Asian currencies.

But Lord Rothschild kept "significant" stores of gold and gold shares "for defensive reasons" - gold made up 9 per cent of net assets by this June.

As for specific stocks, RIT was caught with a £28m stake in Transocean, operator of the ill-fated BP oil rig. It was a one-time investor in BSkyB but sold in 2009, soon after Lord Rothschild left the board he had joined to smooth the way for James Murdoch.

原文（全）連結：

http://www.ft.com/cms/s/0/b00a26c8-79a6-11df-85be-00144feabdc0.html