Gold Market Commentary
Inflation, falling yields and the US dollar pushed gold higher
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Monthly ETF commentary
Gold ETF outflows continue, but slow with gold price strength. Explore our April update.
Beyond CPI: Gold as a strategic inflation hedge
Our analysis shows gold can be a valuable component of an inflation-hedging basket. Explore our latest Investment Update.
Gold and climate change: The energy transition
We examine in more detail the opportunities for gold mining to decarbonise its power sources, which might allow the sector to reduce its emissions at a scale and speed sufficient to achieve climate targets.
Drivers of the Shanghai-London gold price discount and outlook for 2021
Primarily driven by the COVID-19 pandemic and its far-reaching impacts, China’s gold demand in 2020 declined by 27% compared to 2019, the lowest in a decade.
Data and analytics
Qaurum: Gold Valuation Framework
The gateway to understanding gold performance.
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