This presentation will discuss why now is a good time to consider making a portfolio allocation into the commodity asset class and how to do this in a low cost and tax efficient manner without sacrificing too much income or capital growth potential from the rest of an investor’s portfolio.
Central banks can’t buy gold fast enough, while gold miners are recovering after a dramatic selloff and Bitcoin, the asset previously regarded as digital gold, is having a miserable year.
For decades, the “60/40 portfolio” felt like the smart, set-and-forget way to invest: 60% in shares for growth and 40% in bonds for stability. When shares wobbled, bonds usually rose. Simple. Reliable. It worked through bull markets, mild recessions and falling interest rates.