Navigator 2026 · Film 5 of 6
From the Navigator 2026: Gold has more than doubled since end-2023. We still see upside, albeit at a slower pace, supported by sustained central bank buying, de-dollarization, and fiscal concerns.
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The series
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One theme per film. Each opens on its own page, so a film can be shared and found by search.
Our macro outlookAndreas Schranz, CIO01:32
Overview across asset classesAndreas Schranz, CIO02:45
Equity: Is there an AI bubble?Andreas Schranz, CIO02:12
Equity outlook across regions and sectorsAndreas Schranz, CIO02:05
Gold outlookAndreas Schranz, CIO · now playing01:40
US dollar outlookAndreas Schranz, CIO01:41