Insights

Our survey of more than 3,000 German retail investors confirms that gold is a valued investment with a bright future.

Our survey of 525 professional investors in North America reveals that gold ownership is commonplace, and many of its investment benefits widely recognised.

Gold price in INR rose in tandem (11% since October) with the LBMA Gold Price PM in USD, due to the stable INR/USD.

Investors often ask us if the gold price experiences any seasonal effects. The short answer is that gold tends to do well, on average, in both January and late summer. Reasons behind these effects can be linked to portfolio rebalancing, bond performance and seasonal gold demand.

In this episode of the podcast, hosts John Reade and Joe Cavatoni are joined by Tina Fordham, the founder of Fordham Global Foresight.

In this special episode of "Unearthed," hosts John Reade and Joe Cavatoni from the World Gold Council take listeners to the London Bullion Market Association Conference in Barcelona.

Join the World Gold Council’s market strategists for episode one of The Unearthed Podcast - with Lori Heinel, State Street Global Advisors’ Global Chief investment Officer. Together, we’ll unearth golden insights spanning macroeconomics, investment and consumer trends, geopolitics, technology, trust, supply chains and more.

Gold has gained 3% this week largely attributed to an escalation of geopolitical tensions linked to the Israeli-Palestinian conflict.

Determining the value of gold can at times make potential investors hesitant. Unable to judge what the price might do, reduces confidence in making an informed decision. Recently, gold in Australian Dollars (AUD) reached its highest ever price and breached A$3,000. While dipping slightly by the end of the first half of 2023, when is the right time to buy, or even increase, a gold allocation into a portfolio?

When I did my own independent, online research, I found that the information available on the web can be confusing and, in many ways, misleading if not downright inaccurate. This blog is a very simple and concise summary, for anyone interested in achieving the benefits of gold in their retirement account.

We’re delighted to contribute another thought-leader article published in Financial Investigator’s highly regarded magazine. In their September issue, we review the notion that whilst bonds may be en vogue, gold never goes out of style. The article supports our ongoing belief that gold has a key role to play as a strategic long-term investment and mainstay allocation within a well-diversified portfolio.

Expectations for the end of the BoJ’s negative policy rate intensified

The BoJ relaxed its yield curve control (YCC) program in late July. Governor Ueda’s first surprise move since taking the wheel: he effectively doubled the YCC’s upper limit to 1%, while keeping the policy rate unchanged at -0.1%. This led to surges in both the 10-year JGB yield and its volatility. 

Amid economic uncertainty Australian investors have, so far this year, been reallocating to fixed income assets. Although currently attractive, persistent inflationary pressure can bring risks to both the growth outlook and return for these assets. Gold should be considered as a long-term strategic asset alongside bonds as it provides excellent returns in a wide range of economic scenarios.

Gold price weakness in June, according to GRAM, was largely the result of a rise in US Treasury yields, a fall in volatility, US dollar strength and ensuing outflows from global gold ETFs.

A ceiling on interest rates and headwinds to trend growth make a compelling case for gold in the medium term.

James Grant, noted economic expert and Founder and Editor of Grant’s Interest Rate Observer, joined us to share timely insights on key topics. Watch the conversation! 

Gold has fallen more than US$100/oz over the past month, with the bulk of the decline occurring over two days last week.

The yen (JPY) has weakened significantly during the first half of 2022: it has registered an 18% depreciation against the US dollar (USD) and now the JPY/USD stands at its lowest point since 1998.

John Reade recently joined Fidelity International's MoneyTalk podcast for a conversation on gold.