Incrementum：2024年黄金的最优配置报告（英文版）

“Gold remains on everyone’s lips but is far from being in all portfolios” as we noted in our recently published In Gold We Trust report 2024 “The New Gold Playbook”. This underinvestment comes at a time when gold is hitting one all-time high after another. It seems that most investors—especially in the West—are missing out on the gold rally. As the momentum builds, they remain reluctant to admit they have been absent from the party. The risk now is that they may join the celebration whe