A clear agreement between U.S. President Donald Trump and Chinese President Xi Jinping next month could provide the energy for stocks to extend their strong run, say strategists who advise an unusual asset allocation that excludes bonds altogether. The approach, laid out by U.K.-based strategists for the German bank Berenberg in a new research report, call for a barbell approach to portfolio allocation, balancing high- and low-risk assets, with an outsized weighting of 45% in what the team calls "gold plus," incorporating gold (GC00), silver (SI00), other precious metals and bitcoin (BTCUSD), and 20% in ... (full story)