In this week's show Shaniel Ramjee, multi-asset manager at Pictet Asset Management, considers how good gold is as a defensive asset and whether it is worth its price.
He also tells deputy personal finance editor Taha Lokhandwala what asset classes he is allocating to at the moment and why.
And personal finance editor Leonora Walters profiles an equity income fund which targets the best dividend paying companies from across the world.
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