Investors shifting toward gold economy as volatility rises, Nuway Capital CSO Says
Investing.com -- Investors are moving beyond traditional gold hedges and into structures tied directly to the economics of gold production as volatility accelerates across global markets, according to Colin Bosher, co-founder and CSO at Nuway Capital.
Bosher told Investing.com that gold exposure is evolving from a passive reserve to an asset class with its own upstream financial ecosystem.
“What we’re seeing is that investors are no longer just buying gold as a passive hedge, they’re looking for structured exposure to the gold economy itself,” he said.
Rather than relying solely on bullion or ETFs, he noted that investors are seeking models that generate cash flow by participating directly in production and financing cycles.
He pointed to Nuway Capital’s model with SigraFi, which involves extending capital to gold producers in exchange for access to output at below-market prices.
The spread between acquisition cost and the spot market is said to create a recurring margin stream, producing returns tied to production rather than price movements.
“The shift we’re seeing is not just toward gold as an asset, but toward gold-linked financial structures that produce cashflow and compound reserves over time,” he commented.
Bosher argued the rotation into gold is increasingly structural, driven by concerns about monetary stability and long-term scarcity.
“Gold isn’t scarce because we say it is — it’s scarce because the universe produced it billions of years ago,” argues Bosher.
As traditional equity-bond diversification weakens, he states that investors are turning to real assets and resource-backed models that sit “upstream” in the value chain.
Meanwhile, central banks are accumulating reserves at the fastest pace in decades, reinforcing the demand backdrop.
Bosher highlighted the warning sign for excess. “At the moment, demand for gold appears largely rational, driven by geopolitical uncertainty, inflation concerns and central bank reserve diversification,” he remarked.
“What would concern me is if gold markets became dominated by short-term retail speculation detached from underlying supply and demand fundamentals.”
Disclaimer: The content of this article solely reflects the author's opinion and does not represent the platform in any capacity. This article is not intended to serve as a reference for making investment decisions.
You may also like
NASDAQ TRADE HALT <RIBBU.O> VOLATILITY TRADING PAUSE AT 12:14 PM
NASDAQ TRADE HALT VOLATILITY TRADING PAUSE AT 12:14 PM
Siebert CIO Says Micron Stock Is a Buy, Just Not Forever
Magna International Inc. Price Target Cut to $77.00/Share From $80.00 by TD
Ratings actions from Baystreet: http://www.baystreet.ca (END) Dow Jones Newswires October 08, 2026 11:09 ET (15:09 GMT)
Dow Jones Top Financial Services Headlines at 11 AM ET: Q&A: Bitcoin Funds Are Expanding. HANetf's Co-CEO Explains Why | Global ...
Q&A: Bitcoin Funds Are Expanding. HANetf's Co-CEO Explains Why Last week, London-based HANetf, an exchange-traded fund provider, launched the world's first euro-hedged bitcoin ETC-noting a shift in demand among its European client base. ---- Global Bond Turmoil Reveals the Surprising Resilience of Emerging Markets "It's very clear that EM is behaving differently than in the past, and EM is holding up better than expected." ---- U.K. Regulators Ready Green Light for $4 Billion ATM Tie-Up Between Brink's, NCR Atleos Authorities said the offer to sell off some parts of Brink's business should address concerns over the ATM operator's planned acquisition of its rival. ---- Choosing the Right Bond Strategy for Today's High-Yield World Before chasing higher rates, bond buyers have to figure out what type of investor they actually are. ---- Fed's Waller Sees Multiple Rate Increases Ahead to Cool Inflation In prepared remarks at the Istanbul Economic Forum, Christopher Waller said the economic data underscoring the need for interest-rate increases hasn't shifted much. ---- Financial Services Roundup: Market Talk Find insight on ABN Amro Bank, Standard Life and more in the latest Market Talks covering financial services. ---- Wells Fargo Faces Regulator Probe Over Efforts to Boost Black Homeownership Trump's Housing and Urban Development is seeking to crack down on race-based lending, calling it a potential violation of the Fair Housing Act. ---- Ripple, Crypto's Payments Giant, Breaks Into Wall Street The crypto firm is emerging as a serious player in financing leveraged ETFs, a lucrative business long dominated by big banks. ---- Venture Firm Behind Chip Startup Groq Targets $10 Billion Megafund Winning bets on hot AI startups are vaulting a little-known Dallas firm into a small group of firms raising gigantic funds. ---- How one trend-following fund outperformed rivals by bringing humans back into the decision-making process One trend-following fund has outperformed rivals this year by deciding to take profits. ---- Wal
Crypto prices
More
