RE: Gold’s 50% Surge Marks Shift in Market Thinking, Says JP Morgan - Share Talk26 Oct 2025 12:06
TT -"It's interesting to see the, relatively slow, but steady increasing acceptance from the financial industry that gold should be a larger part of portfolios, especially in the retail market. Retail investors are now viewing gold as a new tool to hedge stocks risks, and slowly, but surely, gradually replacing the traditional role of long-term bonds. Personally, I've pretty much dumped bonds myself, and I'm in my later years".
I think for citizens of the UK, another dimension to gold is the CGT/IHT position, as it stands currently. I'm buying physical Sovs/Brits on dips with the intention of passing them to my daughters and grandoiks. Having quite recently dealt with the issue with the loss of my dad and seeing an eye-watering sum paid to HMRC, a bit of 'pocket money' seems eminently wise...