25 min

307. The complexity of gold and its all-time high price FundCalibre - Investing on the go

    • Investing

Manager of Jupiter Gold & Silver, Ned Naylor-Leyland, looks into the current dynamics affecting the gold market amidst conflicting factors like geopolitical tensions and interest rates. He provides insights into the intricate nature of gold pricing across different currencies, the recent breakout in the gold price including the flow dynamics in the market. Throughout the episode, Ned offers nuanced perspectives on investment strategies and market behaviour, underlining the importance of diversification and strategic positioning in precious metals portfolios.

What’s covered in this episode:
What’s the current positioning for gold?How does geopolitics influence the price of gold? Can the price of gold go higher?How rate cuts influence the price of goldThe case for owning physical gold in a portfolioIncreased buying in ChinaThe implications of seizing Russian FX reservesHow the Chinese New Year impacted goldThe importance of the breakthrough price of $2,150/ozThe importance of gold minersAn update on silver and how it relates to goldWill the price of silver be more consistent in the future?
More about the fund:
A truly unique fund, Jupiter Gold & Silver invests in both physical gold and silver bullion, as well as gold and silver mining companies. Manager Ned Naylor-Leyland is a passionate advocate for his asset class and believes investors should strongly consider some gold and silver exposure for their portfolios.


Learn more on fundcalibre.com

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.

Manager of Jupiter Gold & Silver, Ned Naylor-Leyland, looks into the current dynamics affecting the gold market amidst conflicting factors like geopolitical tensions and interest rates. He provides insights into the intricate nature of gold pricing across different currencies, the recent breakout in the gold price including the flow dynamics in the market. Throughout the episode, Ned offers nuanced perspectives on investment strategies and market behaviour, underlining the importance of diversification and strategic positioning in precious metals portfolios.

What’s covered in this episode:
What’s the current positioning for gold?How does geopolitics influence the price of gold? Can the price of gold go higher?How rate cuts influence the price of goldThe case for owning physical gold in a portfolioIncreased buying in ChinaThe implications of seizing Russian FX reservesHow the Chinese New Year impacted goldThe importance of the breakthrough price of $2,150/ozThe importance of gold minersAn update on silver and how it relates to goldWill the price of silver be more consistent in the future?
More about the fund:
A truly unique fund, Jupiter Gold & Silver invests in both physical gold and silver bullion, as well as gold and silver mining companies. Manager Ned Naylor-Leyland is a passionate advocate for his asset class and believes investors should strongly consider some gold and silver exposure for their portfolios.


Learn more on fundcalibre.com

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.

25 min