SAN FRANCISCO, CA--(Marketwired - January 20, 2016) - When a leading Swiss bank recommended its clients sell all their gold, AgaNola Asset Manager Florian Siegfried knew the precious metal was preparing for an upswing. In this interview with The Gold Report,he shares five junior mining names that have made smart moves during the down time and are well positioned for an upswing.

Included in this interview are: Falco Resources Ltd.  (TSX VENTURE: FPC) and TerraX Minerals Inc. (TSX VENTURE: TXR).

The Gold Report: The year started off with quite a lot of volatility. In Switzerland, what was the root cause of the stock decline? China, the Middle East, the United States?

Florian Siegfried: In our November 2014 interview, we outlined the notion that the cycling credit markets were undergoing a profound change where typically we see spreads going into widening. That climaxed in December of last year when we experienced a dramatic spike in spreads.

China and the Middle East are more of a catalyst than a cause for the volatility. The root cause is, in my opinion, from the credit side. This is why probably people are nervous. They see yields going up in the high-yield market. It's still a very leveraged market with a lot of marching yields that have to be served now with lower prices, which creates a downside momentum. I think we have been answering the cyclical bear in equities. This should be good for…

Continue reading this interview: Five Companies Swiss Asset Manager Florian Siegfried Is Watching

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Investors rely on The Gold Reportto share investment ideas for the precious, base and critical metals sector. Our exclusive interviews with leading industry experts and analysts provide a clear picture of the causes of macro-economic shifts and the strategies that help you capitalize on developing trends.

DISCLOSURE:

Falco Resources Ltd. and TerraX Minerals Inc. are sponsors of Streetwise Reports. Florian Siegfried had final approval of the content of the interview and is wholly responsible for the validity of the statements. Opinions expressed are the opinions of Mr. Siegfried and not of The Gold Report or its officers. The interview does not constitute investment advice. Each reader is encouraged to consult with his or her individual financial professional and any action a reader takes as a result of information presented here is his or her own responsibility.