Making the Bullish Case for Gold

The video discusses the role of gold in portfolios amid market volatility, especially with events like the US election and Brexit. It examines trends in Gold ETF holdings, the shift from monetary to fiscal policy, and the potential of emerging market debt as an investment tool. The impact of the US presidential election on market sectors and volatility is also analyzed.

What role does gold play in portfolio construction according to the text?

How have recent trends in gold ETF holdings affected investor sentiment?

What factors are influencing the shift from central bank policy to fiscal policy in investment strategies?

In what ways are emerging market debt and equity viewed differently by retail and institutional investors?

How might the outcome of the U.S. presidential election impact market volatility and sector performance?