Goldhub blog
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Security and protection motives underpin strong physical gold demand
Our consumer research data shows that, globally, almost two thirds of retail investors say that owning gold makes them feel secure over the long term. Still more see it as a good safeguard against inflation and currency fluctuations – a fact that is increasingly relevant in the current environment
World Gold Council
Market development organisation
Strategic Edge Video Series: George Cheveley of Ninety One
In the inaugural segment of our new Strategic Edge video series, our Chief Market Strategist, John Reade, talks to George Cheveley, Global Gold Strategist at Ninety One, about the state of the gold market.
Central bank demand remained muted in February
Our monthly central bank statistics have been updated today, to include initial February data reported by the IMF and respective central banks. Collectively, central banks tipped back into net purchases during the month.
Gold, commodities and reflation
Is the current commodity rally just another reflationary episode or something more pervasive? Recent market moves in commodities rank in the top 5% of six-month moves since 1971. Gold's weak performance so far is consistent with previous reflationary episodes – its time to shine may yet come.
The 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.
Executive Programme Virtual Modules: Gold as a Reserve Asset
In anticipation of our upcoming virtual Executive Programme for central banks and official institutions, we are launching a series of videos which review some of the core components of the Programme. Watch the first video here, which reviews the central bank case for gold.
India’s gold market in February: Indian imports hit a 21-month high amid robust retail demand
Explore India's gold market in February - from gold prices to consumer demand.
Sustaining capital expenditure pushes AISC higher in Q4'20
During Q4 2020, All-in Sustaining Cost (AISC) in the gold mining industry averaged US$983/oz, up 1.8% from the previous quarter. AISC increased even though average Total Cash Costs declined by 1.6% q-o-q. This suggests that higher AISC was driven by rising sustaining capital costs rather than mine site operating costs.
Terry Heymann
Chief Financial Officer
Podcast: Re-imagining gold as an ESG investment
Listen to this discussion on gold and ESG, how interest from investors has increased over the past decade, our Responsible Gold Mining Principles, climate change and much more.
China’s gold market in February: local gold price premium rose further as gold consumption improved
Explore China's gold market in February. Topics discussed including gold prices, Chinese New Year retail consumption, trading volumes, gold ETFs and more.
Gender quotas at the highest levels: a quick fix working the wrong end of the pipeline
As seen in Reuters Foundation, this opinion piece explores gender quotas and creating the pipeline of the next generation of female leaders.
Central banks begin 2021 with net sales in January
What does the latest central bank gold reserves data tell us, and does it help make an assessment on the prospects for central bank demand in 2021?
International Women’s Day – a time to celebrate and reflect
Today marks International Women’s Day, a day to celebrate the social, economic, cultural and political achievements of women all over the world. But it’s also a day to reflect on the fact that we are far from achieving gender equality.
Chinese gold consumption booms during the 2021 Chinese New Year holiday
China’s retail consumption during the 2021 Chinese New Year (CNY) holiday surged as migrants in major cities were encouraged to “stay put” for the festival to strengthen the COVID-19 containment.
Webinar: 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.
Short-term gold model: interest rates ignite prices in 2021
Our analysis indicates that over the past year, gold’s sensitivity to interest rates, accounting for other factors, has risen more than four-fold
Gold 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.
China’s gold market in January: The Shanghai-London gold price spread turned positive amid higher wholesale physical gold demand
Explore China's gold market in January - gold prices, China's economy, central bank gold demand and more.