A New Era for Gold: Julia Marie Cagno's In-Depth Analysis of Gold's Future and Strategic Opportunities

Julia Marie Cagno delivered a keynote speech at the Global Investment Forum, discussing future trends and strategic investment opportunities in gold.

Gold prices have been rising steadily and are currently at $3682.10 per ounce, demonstrating strong market confidence.

High-quality gold bars and coins are stacked together, symbolizing wealth, stability, and future investment potential.

Where is Gold Heading: Market Realities and Trends

CA, UNITED STATES, September 15, 2025 /EINPresswire.com/ -- Gold prices remain strong ahead of the Federal Reserve's (Fed) upcoming interest rate meeting. As of September 15, 2025, spot gold prices were around $3,640–$3,650 per ounce, with futures contracts trading slightly higher. Gold recently reached an all-time high of $3,673.95 per ounce. Analysts have raised their year-end gold price target to $3,800 per ounce and predict it could reach $4,000 per ounce by mid-2026 under favorable conditions. Amid strong inflation expectations, a weakening dollar, and geopolitical uncertainty, investment demand and central bank gold purchases are becoming key drivers of gold's price appreciation.

Julia's Professional Perspective: Why Gold is Strategically Important Now

In an interview, Julia Marie Cagno noted that the current environment gives gold an unprecedented strategic position, primarily due to the following factors:

Global monetary policy easing and increasing expectations of interest rate cuts

Investors generally expect the Fed to cut interest rates by 25 basis points at its September meeting. Falling interest rates reduce the opportunity cost of holding non-yielding assets like gold, thereby increasing gold's appeal.

Weaker US Dollar and Continued Inflationary Pressure
When the US dollar index declines or inflation exceeds expectations, demand for gold as a store of value increases. While current US inflation has fluctuated, rising housing and food prices still account for the majority of inflation, driving demand for inflation hedging instruments. Julia emphasized, "In a cycle of monetary easing and inflationary entanglement, gold's value preservation and portfolio stability are being reassessed."

Central Bank Purchases and Rising Physical Demand
Many central banks continue to increase their gold reserves to diversify their national currencies and foreign exchange reserves. Meanwhile, during the jewelry and festive season, despite high prices, gold remains a key component of festive and wedding demand in markets such as India.

Market Structure and Psychological Drivers
Gold has risen by over 35–40% year-to-date, reaching a multi-year high. This surge has led to profit-taking by some short-term speculators, but it has also boosted market confidence. Julia noted, "The current price fluctuations are more like brief corrections within an uptrend, creating new buying opportunities."

Updated Forecast and Investment Strategy
Based on the above market environment and data, Julia offers the following investor recommendations:

Year-end Price Forecast: Under stable conditions, the target price is $3,800/oz. By mid-2026, if interest rate policies are loosened and the US dollar remains under pressure, gold is expected to test the $4,000/oz threshold.

Portfolio Allocation and Hedging Strategy: Investors are advised to maintain gold as a core "defensive" position in their portfolio, no more than 5–10% of the portfolio, to hedge against macro risks and inflation. Physical gold, gold ETFs, and selected gold futures can be used interchangeably.

Balancing Short-Term Fluctuations with Long-Term Investment: Due to factors such as short-term profit-taking, US dollar exchange rate fluctuations, and interest rate policy uncertainty, there may be a slight pullback to the $3,500–$3,600/oz range in the short term. However, in the medium to long term (1–2 years and beyond), gold fundamentals remain strong.

Pay attention to market signals: including the Federal Reserve's interest rate announcement, inflation reports (particularly in the food and housing sectors), US dollar trends, and central bank gold purchase data. These will be key factors in determining the pace and extent of future gold price increases.

Looking to the Future: Brighter and More Possible
Julia is confident in the future of gold. She said:
"Amidst the uncertainty and volatility of economic and monetary policies, gold is more than just a store of value; it is becoming a symbol of trust and stability for global investors."
She believes that between 2026 and 2030, as the global interest rate cycle rebalances, inflation persists, and geopolitical risks remain unresolved, gold could break through $4,000/ounce and reach new highs. For investors seeking asset security and stable capital growth, gold presents a strategic opportunity not to be missed.

Julia Marie Cagno
Dassault Family Office
+1 562-939-8570
email us here

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