
Gold and silver have witnessed a sharp correction, raising questions about fresh investment opportunities. Aashish Somaiyaa, CEO of WhiteOak Capital AMC, explains why gold allocation in multi-asset funds has increased from around 10% to 12-13% over the past few months. He highlights how falling equity markets and rising bond yields have influenced relative asset allocation decisions. Despite the recent correction, he believes gold will remain an important part of portfolios amid changing global conditions. He also emphasises gold's role in balancing equity market volatility and strengthening long-term asset allocation strategies for investors.