Gold, Silver ETFs Surge: Should You Shift from Equities to Precious Metals?

• Gold and silver ETFs surged up to 5% on January 28, driven by rising precious metal prices.
• Analysts note elevated equity valuations, especially in AI/tech, and macro issues like geopolitical risks and interest rate uncertainty, making gold and silver attractive defensive assets.
• Precious metals benefit from peaking real yields, strong central bank gold purchases, and silver's industrial demand in energy transition.
• Experts caution against making substantial shifts from equities to precious metals based solely on recent surges, advising a balanced, long-term portfolio approach.
• Diversification is key: equities for wealth creation, precious metals for hedging against systemic risks, inflation, and geopolitical uncertainty.

Why It Matters: While gold and silver surge, experts advise strategic rebalancing and diversification, not a full shift from equities.