Featured Report
Ballots to Bullion: Examining the US Election's Effect on Gold
In anticipation of the upcoming US presidential election, our report examines how gold has historically performed during previous elections, the impact of geopolitical uncertainty on its value, and the implications for physical gold demand. Given the US's significant influence on the global economy, understanding these factors is crucial for investors.
Perspectives on the Turkish gold market
Turkey has a long tradition of gold demand and, perhaps better than anywhere else, illustrates the broad role gold can play in modern society.
Australian rates and inflation: higher for longer?
Rates and inflation may stay elevated for longer, posing risks to investors' portfolios. Our analysis shows that gold could help improve portfolio performances as a consistent and effective risk diversifier.
Gold's role in a changing Japanese macro environment
The Bank of Japan (BoJ) waved goodbye to its negative interest rate policy on 18 March 2024, lifting its interest rate to a range of zero to 0.1%, the first rate hike since 2007.
Identifying opportunities for gold among Japanese insurers
While gold investments have been gaining popularity among Japanese households, both life, and property and casualty (P&C) insurers have made limited gold investments, despite the sheer size of the Japanese insurance market in terms of premiums and assets.
The Super Retirement Approach
Why gold in 2024? Safeguarding Indian portfolios
China's Gold Market in 2023: Demand improved and premiums rose
In 2023, China’s wholesale gold demand improved and the PBoC’s gold reserves kept rising. Meanwhile, the local gold price premium saw a sizable increase.
Market Research: UK Spotlight on pension holders
We surveyed 1,000 people in the UK to learn about retirement planning and, importantly, if gold could play a greater role in UK pensions. The results point towards a clear growth opportunity for gold ownership in the pension space.
Gold Outlook 2024
As we look forward to 2024, we explore three economic scenarios and their likely impact on gold. Historically, gold has had a flat performance during consensus-favoured ‘soft landings’; however, geopolitical risks, central bank buying and the spectre of a recession may provide additional support for gold.