The nature of the gold market has shifted through the Covid-19 pandemic as consumers spend less and investors increasingly turn to the precious metal as a portfolio hedge and diversifier.
RWC Partners is an investment management firm that specialises in helping clients to meet long-term financial needs. The group’s Diversified Return Fund aims to diversify investors’ holdings by providing defensive, uncorrelated returns. Here portfolio manager Charles Crowson and fund manager Clark Fenton explain the role of gold within this Fund.