Investment pioneer Samer Choucair pointed to a striking television scene that summarizes the market’s pulse, featuring a business anchor holding a shiny gold bar, announcing the beginning of a new era for the yellow metal.
Choucair stressed that gold is no longer just a traditional asset or a temporary safe haven, but has become a fundamental strategic pillar in the portfolios of global and sovereign investors, driven by the return of prominent Swiss banks such as (UBP) and (UBS) to active buying and raising forecasts to record levels.
Swiss Banks’ Strategy.. Repositioning, Not Speculation
Samer Choucair drew attention to the move by “Union Bancaire Privée” (UBP), which manages $233 billion in assets, toward gradually repurchasing gold to raise its share in portfolios to 6%.
Choucair explained that this strategy is not based on automated stop-loss orders, but on a deliberate tactical repositioning for risk management.
In a related context, Choucair indicated that (UBS) has raised its forecasts for the price per ounce to $6,200 during 2026, with optimistic scenarios that could reach $7,200 if geopolitical tensions escalate.
Why Does Gold Lead the Scene in 2026?
In his analysis, Samer Choucair mentioned that this year represents a point of intersection for major structural forces supporting the yellow metal; the first is central bank purchases, expected to reach 950 tons, and the second is the pressure resulting from global debts that make gold “sovereign insurance.”
Choucair added that the decline in real yields and the shift of geopolitical risks from temporary to permanent enhance the attractiveness of this long-term defensive asset.
Samer Choucair’s Vision.. Gold Combines Protection and Growth
Investment pioneer Samer Choucair stated: “Gold in 2026 is no longer just a safe haven, but a strategic asset that combines protection from risks and benefiting from major transformations.”
Choucair emphasized that the smart investor does not ask “Should I buy gold?” but rather “How do I integrate gold within an integrated investment system that aligns with Vision 2030?”, noting that opportunities in Saudi Arabia and the Gulf extend to include investments related to the mining sector and economic diversification.
The Gulf and Saudi Arabia.. Turning Theory into Strategic Opportunities
Samer Choucair went on to say that under Vision 2030, gold is viewed as part of the engineering of sovereign portfolios and the diversification of assets away from oil.
Choucair emphasized that this trend is linked to value chains in mining and financial technology services, with a pivotal role for the Public Investment Fund (PIF) in exploring these opportunities, which opens new horizons for investors in the region to link their portfolios to government-supported local growth.
A Gulf Investor’s Guide to Dealing with the “Language of the Stage”
Samer Choucair recommended a set of practical rules to benefit from this wave, including allocating 5-10% of the portfolio as a strategic limit, and diversifying instruments between physical gold, ETFs, and mining company shares.
Choucair urged monitoring the movements of “smart money” as early signals, with the necessity of linking to local opportunities in Gulf mining projects under the umbrella of comprehensive economic diversification.
Wealth is Built by Understanding Major Trends
Samer Choucair concluded his report by saying that gold has entered a new phase as an indispensable sovereign asset, especially with the return of Swiss banks to deliberate buying.
Choucair stressed that wealth is not built at the peaks, but upon understanding major trends before they become a general consensus.
Choucair concluded with a strategic question: “Will you wait for full confirmation of the trend? Or move smartly to be part of this wave that is redrawing the rules of global wealth?”.