Why these strategists say 45% of portfolios should be invested in gold, metals and bitcoin
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Why these strategists say 45% of portfolios should be invested in gold, metals and bitcoin(4 min)(4 min)A clear agreement between U.S.
President Donald Trump and Chinese President Xi Jinping next month could provide the energy for stocks to extend their strong run, say strategists who advise an unusual asset allocation that excludes bonds altogether.The approach, laid out by U.K.-based strategists for the German bank Berenberg in a new research report, call for a barbell approach to portfolio allocation, balancing high- and low-risk assets, with an outsized weighting of 45% in what the team calls “gold plus,” incorporating gold GC00, silver SI00, other precious metals and bitcoin BTCUSD, and 20% in commodities. About the AuthorJules Rimmer is a markets reporter in London.Rimmer spent more than 30 years as a trader and stockbroker in financial markets, starting at Salomon Brothers in the Liar's Poker era, taking in ING Barings, Jefferies and ending it in emerging markets at Investec. He hung up his headset and pivoted to journalism in 2021.A Dow Jones CompanyCopyright © 2026 MarketWatch, Inc. All rights reserved.