Five themes driving the gold bull market

06/10/2025 22 min
Five themes driving the gold bull market

Listen "Five themes driving the gold bull market"

Episode Synopsis

Nick Kunze from Sanlam Private Wealth highlights local vehicle sales hitting decade highs, explores whether this is a genuine opportunity, and comments on the absence of US jobs data. George Cheveley from Ninety One breaks down the five key themes driving gold bulls. Herman van Papendorp from Momentum Investments outlines the strong investment case for local bonds, equities, and Reits.