IAU Returned 42% in a Year of Sticky Inflation. Here's Why Allocators Are Reconsidering Gold

Gold has delivered the kind of portfolio protection its advocates have long argued for over the past year, prompting allocators to reconsider it as a core holding. The article frames the move as a validation of gold’s role amid broader macro uncertainty, with the key signal being renewed institutional interest rather than a specific price catalyst.

Analysis

Gold has delivered the kind of portfolio protection its advocates have long argued for over the past year, prompting allocators to reconsider it as a core holding. The article frames the move as a validation of gold’s role amid broader macro uncertainty, with the key signal being renewed institutional interest rather than a specific price catalyst.