Gold and REITs Are the New Safe Havens—But Only Outside the US

Not Analyzed

Evidence:

  • Gold’s Rally: Gold prices have surged as investors seek safety amid global uncertainty, continuing a trend seen in previous crises.
  • REITs Outperformance: Non-US REITs are outperforming their US counterparts, driven by falling interest rates and strong demand in Europe, Japan, and emerging markets.

Unique Take:

The US-centric view of safe havens is outdated. Investors should look globally for real assets that offer both yield and protection, as US real estate and gold markets are less attractive due to persistent inflation and high rates.

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