Goldhub Research Investment Commentary Latest issue Investment Commentary Read the latest report The 10 year gold bull market in perspective Successive new records in the gold price have increased concerns that gold may be overvalued vis-à-vis other assets. Some investors and market commentators even question whether the gold market is in a “bubble.” This report takes a statistical approach to these concerns and examines the prospects for future gold demand. 16 September, 2010 Why is gold different from other assets? An empirical investigation 2 March, 2010 Linking global money supply to gold and to future inflation Our analysis suggests, firstly that gold is a leading indicator of velocity and therefore inflation; secondly that despite of a large output gap around the world and anaemic economic recovery, investors are justified in their concern that quantitative easing policies, resulting in rapid money supply growth, will eventually lead to an increase in the velocity of money and inflation. 1 February, 2010 The Strategic Case for Gold - video A presentation by Natalie Dempster of the World Gold Council. 2 November, 2009 Gold as a tactical inflation hedge - video 26 August, 2009 The Golden Constant: The English and American Experience 25 August, 2009 Gold as a tactical inflation hedge and long-term strategic asset This report examines the relative performance of four traditional inflation hedges, namely TIPs, real estate, commodities, and gold over three historical periods. In two of these three scenarios, gold proved more effective than commodities, real estate and TIPS. The report also finds a strategic case for gold in the portfolio of an investor that already holds TIPS, thanks to the additional diversification benefits gold brings to a portfolio. 14 July, 2009 What Does a US Recession Imply for the Gold Price? A presentation by Natalie Dempster, Head of Investment, North Americas 20 March, 2009 Prev Page 28 of 67 Next Latest research Looking for insight and analysis on gold? Our team of experts produce market-leading research and macroeconomic commentary on gold.
The 10 year gold bull market in perspective Successive new records in the gold price have increased concerns that gold may be overvalued vis-à-vis other assets. Some investors and market commentators even question whether the gold market is in a “bubble.” This report takes a statistical approach to these concerns and examines the prospects for future gold demand. 16 September, 2010
Linking global money supply to gold and to future inflation Our analysis suggests, firstly that gold is a leading indicator of velocity and therefore inflation; secondly that despite of a large output gap around the world and anaemic economic recovery, investors are justified in their concern that quantitative easing policies, resulting in rapid money supply growth, will eventually lead to an increase in the velocity of money and inflation. 1 February, 2010
The Strategic Case for Gold - video A presentation by Natalie Dempster of the World Gold Council. 2 November, 2009
Gold as a tactical inflation hedge and long-term strategic asset This report examines the relative performance of four traditional inflation hedges, namely TIPs, real estate, commodities, and gold over three historical periods. In two of these three scenarios, gold proved more effective than commodities, real estate and TIPS. The report also finds a strategic case for gold in the portfolio of an investor that already holds TIPS, thanks to the additional diversification benefits gold brings to a portfolio. 14 July, 2009
What Does a US Recession Imply for the Gold Price? A presentation by Natalie Dempster, Head of Investment, North Americas 20 March, 2009
The 10 year gold bull market in perspective
Successive new records in the gold price have increased concerns that gold may be overvalued vis-à-vis other assets. Some investors and market commentators even question whether the gold market is in a “bubble.” This report takes a statistical approach to these concerns and examines the prospects for future gold demand.
Why is gold different from other assets? An empirical investigation
Linking global money supply to gold and to future inflation
Our analysis suggests, firstly that gold is a leading indicator of velocity and therefore inflation; secondly that despite of a large output gap around the world and anaemic economic recovery, investors are justified in their concern that quantitative easing policies, resulting in rapid money supply growth, will eventually lead to an increase in the velocity of money and inflation.
The Strategic Case for Gold - video
A presentation by Natalie Dempster of the World Gold Council.
Gold as a tactical inflation hedge - video
The Golden Constant: The English and American Experience
Gold as a tactical inflation hedge and long-term strategic asset
This report examines the relative performance of four traditional inflation hedges, namely TIPs, real estate, commodities, and gold over three historical periods. In two of these three scenarios, gold proved more effective than commodities, real estate and TIPS. The report also finds a strategic case for gold in the portfolio of an investor that already holds TIPS, thanks to the additional diversification benefits gold brings to a portfolio.
What Does a US Recession Imply for the Gold Price?
A presentation by Natalie Dempster, Head of Investment, North Americas