Ray Jia
Research Head, China World Gold CouncilThe low-return environment in Australia and gold’s role
In historical periods of economic contraction and low rates, gold has generated relatively attractive returns compared to stocks and bonds, and improved risk-adjusted returns for Australian investors.
Juan Carlos Artigas
Global Head of Research World Gold CouncilWebinar: Hedging risk while driving returns in a low rate environment
We recently hosted a conversation with Institutional Investor and Ned Naylor-Leyland, Jupiter Asset Management’s Head of Gold and Silver, to discuss gold performance in the current rate environment and the broader outlook for 2021.
Adam Perlaky
Former Senior Analyst, Americas World Gold CouncilGold is moving with rates
Interest rates have been a key driver for gold in both 2020 and 2021. As interest rates have moved higher, the gold price has decreased… but higher inflation expectations may provide some support for gold.
John Mulligan
Head of Sustainability Strategy World Gold CouncilGold as a driver of change - little things and big impacts
Gold’s diverse functions and uses have a diverse range of significant impacts. The sector will be absolutely vital in delivering the applications, technology and infrastructure needed to move towards a cleaner, safer world.
Adam Perlaky
Former Senior Analyst, Americas World Gold CouncilGold falls as positive news dominates the markets
While gold held important support levels of around US$1,850/oz for the past four months, it broke that level yesterday and has continued lower today, near US$1,800/oz, as the perception of market risks fall.
Adam Perlaky
Former Senior Analyst, Americas World Gold CouncilMajor commodity indices will increase gold weightings for a second year in a row
Two major commodities indices -The S&P GSCI and Bloomberg Commodity (BCOM) Index - recently announced that for a second year in a row, their weighting of gold will increase.
Pacome Breton
Director of Investment Risk NutmegWhy we chose to buy gold – aka ‘TIPS on steroids’
Nutmeg recently started a gold position for a number of their portfolios, replacing some of their treasury inflation protected bonds (TIPS). Here Pacome Breton provides further explanation on how Nutmeg understands gold in the current environment.
Isabelle Strauss-Kahn
Former Lead Financial Officer The World BankUnderstanding the gold lending market
The Guidance Paper on Gold Deposit Rates, recently released by the World Gold Council provides all the clues to understanding and grasping the functioning of the market and the different factors which drive the gold lease rates.
Stéphane Monier
Chief Investment Officer Lombard Odier Private BankLombard Odier CIO viewpoint: The case for holding gold
The nature of the gold market has shifted through the Covid-19 pandemic as consumers spend less and investors increasingly turn to the precious metal as a portfolio hedge and diversifier.
Charles Crowson
Former macro portfolio manager and authorThe role of gold in a volatile world
RWC Partners is an investment management firm that specialises in helping clients to meet long-term financial needs. The group’s Diversified Return Fund aims to diversify investors’ holdings by providing defensive, uncorrelated returns. Here portfolio manager Charles Crowson and fund manager Clark Fenton explain the role of gold within this Fund.
Joseph Cavatoni
Senior Market Strategist, North America World Gold CouncilAsset TV interview: Mid-Year Outlook
Our Head of Americas, Joe Cavatoni recently joined a discussion with Alex Shahidi, Managing Partner and Co-Chief Investment Officer at ARIS Consulting and Evoke Wealth and Asset TV’s Jenna Dagenhart.
