đź“ş On Bloomberg with Haslinda Amin, Polka Mishra, Partner at Javelin Wealth Management, explained why gold remains one of the strongest conviction calls right now.
“Gold has a very important and increasingly important role to play in investor portfolios. It’s not just a momentum play anymore — it’s actually a repricing of the safe haven asset.”
With central banks accumulating, ETFs taking in flows and confidence in Treasuries wavering, gold is becoming the anchor rather than the add-on. In parallel, investors are reassessing how they protect capital amid shutdown risk, policy shifts and currency realignments.
Javelin’s portfolios reflect that tilt, with gold complemented by allocations to alternatives, Europe and China where fundamentals still justify exposure.
Watch the full segment here: https://www.bloomberg.com/news/videos/2025-09-30/insight-with-haslinda-amin-9-30-2025-video
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