Gold is making a strong comeback as a recognized asset class, according to Arnout van Rijn, a portfolio manager at Robeco’s multi-asset investment team. The recent surge in gold prices, which hit an all-time high of $2,685 per ounce in September, has sparked renewed interest in the precious metal as a reliable store of value, particularly in times of geopolitical uncertainty. Van Rijn argues that gold should no longer be dismissed as a sentimental or outdated investment. Instead, it is proving to be an essential component of a diversified portfolio, with its appeal extending beyond its historical reputation as a safe haven during crises.

The rising price of gold, coupled with strong stock and bond markets, demonstrates that the metal is not merely an alternative to traditional assets but a strategic tool in its own right. Robeco’s Sustainable Multi-Asset Solutions team has recently increased its exposure to gold through investments in exchange-traded commodities (ETCs) and equities of gold miners, highlighting the evolving role of gold in modern portfolios. Read More Here