FOMO or geopolitical safety net: What’s fuelling the gold ETF rush?

Illustrating the reverse law of demand, investors are chasing gold ETFs at a time when the physical prices of the yellow metal have already gone up quite a bit. While the surge in new folios smells of a classic FOMO behaviour, the global geopolitical backdrop offers a grim justification for the rush to get in.

Jan 16, 2026 - 02:00
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FOMO or geopolitical safety net: What’s fuelling the gold ETF rush?
Illustrating the reverse law of demand, investors are chasing gold ETFs at a time when the physical prices of the yellow metal have already gone up quite a bit. While the surge in new folios smells of a classic FOMO behaviour, the global geopolitical backdrop offers a grim justification for the rush to get in.

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