The rising price of gold has been one of the stories of early 2025 so far and Stuart Clark, who runs Quilter's Wealthselect portfolios, is one of the allocators with a long-standing allocation to precious metals.
This week he joins David Thorpe and Joseph Wilkins to discuss this thinking on this holding and whether gold's continued strong performance can continue.
They also discuss the likelihood of stagflation in the US and whether the European rotation can be sustained.
The Asset Allocator Podcast is a weekly series aimed at discretionary fund managers, fund selectors and wealth managers, providing insight into the issues that drive investment decisions.
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