Insights

Central banks bought 28.4t of gold in August, 9% less than in July. Leaving aside January’s 11.2t net sale, this is the lowest level of monthly net purchases so far this year.

China’s economy is facing challenges. Gold, with its unique relationship with the Chinese stock market and the independence from China’s economy, could be an effective tool for investors.

We have just published the latest in the ‘gold and climate change’ research series subtitled ‘decarbonising investment portfolios’. This, the fourth of our climate-focused reports, builds on our previous work to quantify gold’s carbon footprint and its decarbonisation pathway.

In the recently published 2021 Alternative Assets in Europe report, one thing is clear: alternative assets are en vogue amongst European investors.

We’ve regularly discussed rates and inflation in 2021 as two key drivers of global markets. With lower expected future returns on fixed income, these drivers give credence to the idea that many institutional investors would need to move further out on the curve (take more risk) and/or use leverage to meet their financial obligations. Both of which now appear to be happening.

Explore India's gold market last month - the domestic gold price, retail demand, import data and more!

Explore China's gold market in August. We cover the Shanghai Gold Benchmark Price PM, wholesale physical gold demand, gold ETF inflows, impacts of the rise in COVID-19 cases and more.

The September edition of Bank of America’s bellwether Global Fund Manager Survey highlights a growing disconnect between fund managers’ expectations and their positioning: funds remain heavily overweight equities despite increasing pessimism over global economic prospects.

During a virtual round table, in partnership with European Pensions, a panel of industry experts consider the medium and long-term prospects for inflation, its potential impact on portfolios and the hedging tools available for pension funds to prepare for whatever the future may hold.

Global average All-in Sustaining Costs (AISC) in the gold mining industry increased by 10% y-o-y in Q2’21, reaching US$1,067/oz. This was also the third consecutive quarter in which AISC has risen. This cost inflation is being driven by several factors, both at the mine site and at the macroeconomic level.

It’s not just the miners that are having a positive impact on SDG 3, gold itself is a critical material in the healthcare sector. It is used in a large number of diagnostic tools, and is of increasing interest to companies developing innovative new ways to treat disease. These applications often go unnoticed, but are an important part of gold’s story.

Today, we announced that all of our Members, the world’s most forward-thinking gold miners, have committed to reporting their positions and progress on climate-related risks in line with the recommendations of Taskforce for Climate-related Financial Disclosures (TCFD).

 “Our vision is not health for some; it’s not health for most; It’s health for all!“ So said Dr Tedros Adhanom Ghebreyesus, Director-General at the World Health Organisation (WHO) at the United Nations General Assembly 74th Session in September 2019. Given recent events, a continued focus on universal health and well-being has never been as important as it is today.

Retail demand was mixed in June: moderate strength in the first half of the month was followed by a softening of demand in the second half due to an absence of wedding dates. Official imports rebounded with easing of lockdown restrictions and the local market flipped back to discount as demand softened from mid-July onwards

Explore China's gold market in July - gold price, consumer demand, outlook and more!

Between 23:30 and 23:45 BST 17,538 contracts traded on Comex, low was $1677.90. Between 23:45 to Midnight a further 7,825 contracts traded and 5,705 in the 15 minutes that followed...