RE: OLD NEWS BUT…..20 Oct 2025 07:29
Gold and gold mining stocks have not only surged past the S&P 500 this year but have also quietly outperformed over the past three, five and even ten years—a remarkable run that has unfolded with limited investor participation.
Yet despite their impressive returns, the sector remains deeply undervalued, according to Sprott, with analysts anticipating further gains and making a case for gold to be included in core strategic holdings, much like during the 1960s and 1970s.
In a note published this week, Sprott’s senior portfolio manager John Hathaway wrote that a short-term correction in precious metals — which is inevitable given their recent performance — should not deter investors from making a long-term play.
According to Hathaway, investing in gold nowadays is almost synonymous with risk diversification. He cited Morgan Stanley CIO Mike Wilson’s recent recommendation of replacing the traditional 60/40 risk mitigation model portfolio with a 60/20/20 portfolio consisting of 60% equities, 20% fixed income and 20% gold.
Earlier this year, Goldman Sachs also suggested that replacing bond exposure with gold could enhance a portfolio’s return over a five-year horizon...
Copied from the ggp board. Cheers TT, but thought it made just as much sense here as there. Glah and dyor