The NZ Funds Knowledge Series – Gold, Bitcoin and Downside Mitigation
The Monday Call
Summary
Diversification doesn’t mean what it used to.
In a world where the old 60/40 equity-bond model is breaking down, investors must rethink how they construct portfolios. NZ Funds’ latest research shows how overlays in gold, copper, Bitcoin, and tail-risk hedging can reshape outcomes and boost returns while controlling systemic risk.
This week, we'll take a dive inside NZ Funds' recent Portfolio Optimisation Paper. From gold’s role as a diversifier, to multi-asset overlays that incorporate Bitcoin, to Universa’s tail-risk strategies, they explore how modern portfolio construction goes beyond bonds to achieve resilience in uncertain times.
Markets today demand more dynamic thinking. The data shows that with the right overlays, investors can earn higher compounded returns while keeping risks in check. Join James and Stephan as they break down the next evolution in portfolio optimisation.
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