359. The case for gold in a post-dollar world

Gold has broken out to new highs, but have investors truly taken notice? Jupiter Gold & Silver manager Ned Naylor-Leyland explores the evolving role of precious metals in modern portfolios, examining why central banks are buying gold while many investors remain on the sidelines. This episode covers the performance gap between physical assets and mining equities, the bullish case for silver, and why traditional safe havens like U.S. Treasuries may be losing their shine.

What’s covered in this episode: 

• Is now the time to take profits from gold? 
• Why everyone should have an allocation to physical gold
• Why gold miners have lagged gold prices
• Physical gold or gold miners?
• Where can the gold price go from here?
• The impact of Trump, tariffs and the US dollar
• The need for more people to allocate to gold
• The relationship between gold and silver
• Can silver still perform?

More about the fund: We like this fund’s dynamism and the manager’s willingness to alter its positioning to best suit current market conditions. Most funds in its peer group are unable to own physical bullion, making this a very different proposition. The fund's ability to hold up to 70% in silver also offers the potential for higher returns, albeit whilst increasing the risk profile.

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Please remember, we’ve been discussing individual companies to bring investing to life for you. It’s not a recommendation to buy or sell. The fund may or may not still hold these companies at the time of listening. Elite Ratings are based on FundCalibre’s research methodology and are the opinion of FundCalibre’s research team only.