The gold market's size compared to the global stock market remains near a historical low, even as global debt hits record levels and inflation continues. Gold represents less than 30% of central bank reserves worldwide. Against a backdrop of increasing deglobalization, so-called "neutral assets" are gaining popularity, and traditional 60/40 investment portfolios are looking for safer alternatives. Experts warn that structural fiscal deficits are unsustainable, while global gold production stagnates due to a lack of significant new deposits.