Gold: A shining investment in uncertain times?
Gold is traditionally viewed as a safe-haven asset during times of market volatility. Its intrinsic value and historical role as a store of wealth make it appealing to investors seeking stability amid economic uncertainty. It’s also widely considered a hedge against inflation, as it tends to hold its value when the cost of living rises.
In 2025, gold has reinforced that reputation. After rising 30% in 2024, it has surged another ~25% so far this year — now trading above US$3,300 per ounce.
This momentum has been fuelled by growing investor concern over inflation and global instability, particularly in response to unpredictable US tariff policies under the Trump administration.
Interestingly, while the gold price has soared, gold mining companies — which typically benefit from high gold prices — haven’t caught up. Some investment managers believe these companies remain undervalued and could offer meaningful upside if gold prices stay strong.
While gold can be volatile, it has often performed well during market downturns. For investors worried about uncertainty, gold (or gold-related investments) may provide valuable protection as part of a well-diversified portfolio.
There is indirect exposure to gold mining companies through the Australian and international equity managers held across the Partners Medium and Long Term Portfolios.
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