VIRTUAL EVENTS
Where does gold fit in portfolios today?
Diversification remains a core consideration for many investors, but how should gold be evaluated in today’s market environment?
Amid a constantly changing investment landscape, investors often look to gold as a potential safe haven asset.1 With gold surging around 65% in 20252alongside broad gains across stocks and bonds, what might it look like to hold gold in 2026 and beyond?
Join the experts at State Street Investment Management, Market Guard, and Globalt Investments for an educational webcast examining gold’s role in today’s market environment, including portfolio considerations, historical context, and allocation frameworks.
SUMMARY
Topics covered will include:
- The historical role of gold in portfolios
- How investors think about gold in the current market environment
- Considerations for strategic and tactical gold allocations
This program is accepted for one hour of continuing education (CE) credit by the Certified Financial Planner Board of Standards for the CFP® designation, The Investment and Wealth Institute for CIMA®, CPWA®, RMA®, and CIMC designations, The ETF Institute for the CETF® designation and The American College of Financial Services.
CFA Institute members are encouraged to self-document their continuing professional development activities in their online CE tracker.
SPEAKERS
Aakash Doshi
Global Head of Gold StrategyState Street Investment Management
Bradley R. Jenkins, CFP®
Founder & Chief Investment OfficerMarket Guard®
Keith Buchanan, CFA
Partner, Senior Portfolio ManagerGLOBALT Investments, LLC
Todd Rosenbluth
Head of ResearchVettaFi
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Important Disclosures
1 Assets may be considered “safe havens” based on investor perception that an asset’s value will hold steady or climb even as the value of other investments drops during times of economic stress. Perceived safe-haven assets are not guaranteed to maintain value at any time.
2 Bloomberg Finance, L.P., as of December 31, 2025.
FOR INVESTMENT PROFESSIONAL USE ONLY
Important Risk Information
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Investing involves risk including the risk of loss of principal.
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This webcast is provided for informational purposes only and should not be considered investment advice or an offer for a particular security or securities. The views and opinions expressed by the speaker are those of his or her own, and do not necessarily represent the views of State Street or its affiliates. It does not take into account any investor’s particular investment objectives, strategies, tax status or investment horizon. You should consult your tax and financial advisor.
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Exp date 04/30/2027