Unearthed: Gold’s Next Move – ETFs, China & Investor Sentiment

In this episode of Unearthed, World Gold Council’s Senior Market Strategists Joseph Cavatoni and John Reade analyse the latest trends in the global gold market, including its strong year-to-date performance, changing investor sentiment and gold ETF flows.

They look at what's happening in the key markets around the world, discussing the muted physical demand in North America and Europe, the potential impact of European deficit spending on the gold market, and China’s growing investment demand - particularly the recent policy shift allowing major insurers to allocate assets to gold. With macroeconomic forces in flux, Joe and John consider what could drive gold higher to US$3,000/oz and what investors should watch next.

This episode was recorded on Wednesday 12 March before gold hit US$3,000/oz on Friday 14 March.