Gold’s historic role as a hedge asset is in focus as prices soar past $4,000 an ounce. In this episode of the Barclays Brief podcast, Ajay Rajadhyaksha, Global Chairman of Research, joins Patrick Coffey to unpack the forces driving gold’s rally: from its legacy as a safe haven to the signals it may be sending about how investors regard current fiscal and monetary policy. Is gold’s rally a warning sign, or simply a new chapter in portfolio construction?

Tune in for a sharp look at why this gold rush is different, how gold stacks up against equities, and the future role of precious metals in investment portfolios.

For deeper insight, clients can access related Barclays Research on Barclays Live:

What is gold signalling?

Of gold and other safe havens

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