381: Politics, emerging markets and gold

Ben Bennett, Head of Investment Strategy, Asia, shares his thoughts on political turbulence in the US, France and Japan, and considers whether the structural drivers behind the rising gold price can support continued gains.

This podcast was recorded on 8 October 2025 and is hosted by Harry Brooks.

All data is sourced from LSEG as at 7 October 2025 unless otherwise stated.

For professional investors only. Capital at risk. Assumptions, opinions, and estimates are provided for illustrative purposes only. There is no guarantee that any forecasts made will come to pass. Past performance is not a guide to the future. Securities mention for illustrative purposes only. Reference to a particular security is on a historic basis and does not mean that the security is currently held or will be held within an L&G portfolio. The above information does not constitute a recommendation to buy or sell any security.

381: Politics, emerging markets and gold – Market Talk