WGC – Why Gold in 2026? A Cross-Asset Perspective
Summary
This report analyzes the role of gold in investment portfolios in 2026 from a cross-asset perspective.
It considers macroeconomic conditions, market returns, and geopolitical risks, highlighting gold's strong performance supported by safe-haven demand, inflation-hedging properties, and a higher stock-bond correlation. The report emphasizes the strategic under-ownership of gold and recommends diversification including gold due to ongoing economic and geopolitical uncertainties.
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