Gold-Silver Ratio Hits 100:1 – A Historic Buying Signal for Silver 
The global economic landscape is experiencing a fundamental shift, prompting central banks worldwide to reconsider their traditional investment approaches. OMFIF’s latest Global Public Investor report, surveying 75 central banks managing over $7 trillion in assets, reveals significant changes in reserve management strategies.
Key findings show that 96% of reserve managers view US tariffs as a major concern, while over 80% rank geopolitics among their top three investment considerations. This marks a departure from the past decade when central banks primarily sought higher yields through riskier assets.
Gold has become the standout performer, with 32% of central banks planning to increase their holdings in the near term – a notable reversal from earlier years when some reduced gold positions. The US dollar faces declining demand for the first time, though it maintains its reserve currency status with over 80% of central banks acknowledging its safety and liquidity benefits.
The shift represents a move from return-seeking to risk management, as central banks navigate an era of protectionism, geopolitical tensions, and policy volatility. While changes will be gradual, the trend toward portfolio diversification appears set to continue.
