Q: Over a year ago you suggested a weighting in tech of 20 to 30%, has that changed if so what would it be today? What weighting do you recommend for gold?
5i Research Answer:
With economic and tariff uncertainty, we would see the lower end of tech (20%) as more appropriate now. Conservative investors 15%. The sector is still growing, and valuations have adjusted, so we do not think the current situation is fatal. But with tariffs and inflation possible, the short term future is far less certain than it was. Gold we think can be 10% today.