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Gold: A Misunderstood Asset Class
Understanding Gold's Value in a Diversified Portfolio
Presented by 3EDGE Asset ManagementGold has long been considered a “safe haven” in turbulent times, yet its value as a strategic portfolio asset is often underestimated. In early 2025, gold reached new record highs and outpaced the S&P 500 Total Return index, a trend also seen over the long term.
More than a crisis hedge, gold can enhance returns and stability in multi-asset portfolios. It acts as a shock absorber during market volatility, a hedge against weakening currencies, and a store of value in the face of geopolitical risk. Central banks, particularly in emerging markets, have been increasing reserves to diversify away from the U.S. dollar, further supporting demand.
With record global debt levels and the potential for financial repression, gold may continue to benefit from changing macroeconomic conditions. This white paper from 3EDGE Asset Management explores gold’s misunderstood dynamics, revealing how it can play both a defensive and growth-oriented role for investors seeking diversification and resilience.
What You'll Discover
- Why gold has historically outperformed equities over multiple time horizons.
- The macroeconomic, geopolitical, and currency-related forces driving gold demand today.
- How gold can play both a defensive and offensive role in multi-asset portfolios.
Who Should Read This?
- Advisors seeking to strengthen client portfolios with uncorrelated assets.
- Investors looking to understand gold’s relevance beyond market crises.
- Professionals exploring alternative asset strategies to enhance diversification.
Why Gold Belongs in the Conversation
Gold is more than a crisis fallback; it’s a versatile asset with the potential to strengthen portfolios across market cycles. By understanding its performance history, global demand drivers, and unique risk-hedging properties, advisors can unlock new ways to protect purchasing power and capture growth. This white paper offers the data and perspective to help you position gold as a valuable component of a modern investment strategy.
Investing in Gold's True Potential
Discover how a misunderstood asset class could help your clients navigate volatility, protect purchasing power, and uncover new growth opportunities.
This white paper is sponsored by 3EDGE Asset Management. Orion Advisor Solutions, Inc. (“Orion”) or its affiliates and subsidiaries received compensation from 3EDGE Asset Management for the placement of this advertisement content. 3EDGE Asset Management and Orion are not affiliated companies, and the advertisement is not a recommendation or endorsement by Orion for any of the services referenced or provided.
This material does not constitute any representation as to the suitability or opportunities of any security, financial product or instrument. There is no guarantee that investment in any program or strategy discussed herein will be profitable or will not incur loss. This information is prepared for general information only. Individual client accounts may vary. It does not have regard to specific investment objectives, financial situation, and the particular needs of any specific person who may receive this report (information). Investors should seek financial advice regarding the appropriateness of investing in any security or investment strategy discussed and should understand that statements regarding future prospects may not be realized. Investors should note that security values may fluctuate, and that each security’s price or value may rise or fall. Accordingly, investors may receive back less than originally invested. Past performance is not a guide to future performance. Investing in any security involves certain non-diversifiable risks including, but not limited to, market risk, interest-rate risk, inflation risk, and event risk. These risks are in addition to any specific, or diversifiable, risk associated with particular investment styles or strategies.
Orion Portfolio Solutions, LLC, an Orion Company, is a registered investment advisor.
Information presented herein with respect to any third-party service provider has been provided by those third-party service providers and has been reproduced here with their permission. Such information does not necessarily reflect the views and opinions of Orion Advisor Solutions, Inc. (“Orion”) or its affiliated companies. Orion does not endorse any particular third-party product or service. Our clients should undertake their own assessments to determine whether these parties meet their business and due diligence requirements. 3EDGE Asset Management and Orion Portfolio Solutions, LLC (“OPS”) are not affiliated companies and content made available on this page is not a recommendation or endorsement by OPS for any of the services referenced or provided. While some OPS solutions may contain one or more of the specific strategies mentioned, OPS is not making any comment as to the suitability of these, or any investment product for use in any portfolio.
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