Gold Will Do Well in This Environment: Newton Investment

The video discusses the exposure of a portfolio to precious metals, particularly gold, and the instability of the metal and commodity markets. It highlights the strategic investment in physical gold through an ETC due to macroeconomic shifts and reflation. The video also covers the importance of portfolio management, risk offsetting, and the limited role of bonds in the current economic environment, suggesting gold and other diversifiers as effective hedges against market volatility.

What macroeconomic factors are influencing the investment in real assets like gold?

What are the perceived limitations of bonds in the current economic environment according to the speaker?