Episode
House View Daily | Why gold could stage a rebound
- Podcast
- UBS On-Air: House View
- Published
- Jun 25, 2026
- Duration seconds
- 418
- Processing state
not_requested- Canonical source
- https://www.ubs.com/content/dam/podcasts/wma/on-air/in-the-now/House View Daily_ 25 June 2026.mp3
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Summary
Gold has fallen to its lowest level in nearly eight months, but we think this offers an opportunity for underallocated investors to build strategic exposure. We believe the investment case for gold remains positive, as we believe the Fed is unlikely to raise rates in the near term, and the US dollar should weaken as the year progresses. Gold has also historically provided diversification benefits in a portfolio context.