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Gold – is it time for gold in your portfolio?

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As the gold price has rallied, investors have started to question whether the precious metal deserves a place in a modern portfolio. Is it too late for speculators and should the lack of dividend be a dealbreaker?

In this broad-ranging discussion, Head of Commodities Research for nab Markets, Lachlan Shaw shares his thoughts on:

  • Why gold and equities are both rallying
  • Whether gold has ceased to be a defensive asset – or even a store of value
  • The drivers of the gold price, and how they’ve changed over time
  • How to access gold (directly, through an ETF or via a gold mining stock) and
  • How seriously retail investors should consider a space for gold in their portfolios.