The recent surge in gold prices has been described by some as a once-in-40-year gift for investors.

It has been a perfect backdrop for the precious metal, driven by a weaker US dollar, escalating US-China trade tensions, and growing concerns about global economic stability.

Gold equities have also participated in the rally, although not quite to the same extent as the underlying commodity.

So, where to for gold from here and which companies are best placed to capitalise? To help answer those questions, Livewire’s James Marlay was joined by Ben Richards from Seneca Financial Solutions and Daniel Sullivan from Janus Henderson.​

Ben and Dan share their perspectives on the current gold market dynamics, where they are finding value amongst explorers, developers and producers, and – most importantly, which stocks they like. 

Please note this episode was filmed on 9 April 2025.