Strategists Eye Hard Assets Amid Anticipation of Trump-Xi Summit

Financial strategists are recommending a pivot toward hard assets, suggesting that up to 45% of investment portfolios be allocated to gold, precious metals, and Bitcoin. This shift comes as investors seek stability and hedges against volatility in a complex global environment. The recommendation coincides with growing anticipation surrounding a high-stakes diplomatic meeting. A summit between President Trump and President Xi is scheduled to take place in Beijing in mid-May, an event that market participants believe could reshape trade dynamics. In the immediate term, positive expectations regarding the outcome of the Beijing summit are likely to provide a floor for equity markets. Analysts note that while markets may appear 'toppy' or overextended, the potential for a diplomatic breakthrough could sustain current price levels. The dual strategy of maintaining equity exposure while aggressively diversifying into alternative stores of value reflects a cautious but opportunistic approach to the current macro landscape.