Inversionistas le están haciendo 'ojitos' al oro y dejando atrás a un dólar cada vez más rezagado: por qué

Periodista Portafolio30.01.2026 07:48 Actualizado: 30.01.2026 07:48

Inversionistas le están haciendo 'ojitos' al oro y dejando atrás a un dólar cada vez más rezagado: por qué

TL;DR

  • Global investors are moving away from the U.S. dollar towards gold due to economic isolation and fiscal deficits.
  • Vincent Mortier, CIO of Amundi, believes gold is a good long-term hedge against devaluation.
  • The U.S. dollar's weakness is linked to questions about the Federal Reserve's future policies and the country's budget deficit.
  • Gold has reached historic highs, surpassing US$5,100 per ounce, while the Bloomberg Dollar Index has declined.
  • Gold has seen significant gains in 2026 (over 18%) and 2025 (over 64%).
  • The perceived 'isolation' of the U.S. internationally and tensions with allies are increasing investor risk perception.
  • Lack of clear alternative reserve currencies also strengthens gold's appeal as a safe haven.