Goldhub Research Investment Commentary Latest issue Investment Commentary Read the latest report Why gold in 2025? Building Indian portfolio resilience The global economy and the financial system are experiencing a period of exceptional uncertainty, weighing on growth outlooks. In such a volatile, unpredictable and uncharted environment, gold’s relevance as a strategic portfolio asset has grown even stronger. Given the exceptional uncertainties facing the investment landscape in 2025, it may be prudent for vigilant investors to consider the potential benefits that gold can bring to portfolios. 14 May, 2025 Gold Market Commentary: A risk-induced premium that may linger Gold rose 6% m/m in April and is up by nearly 27% y-t-d. A significantly weaker US dollar and overall heightened risk pushed gold higher during the month. We expect US policy and structural risks to continue driving gold investment. Profit taking could bring pause but may also encourage consumers. 8 May, 2025 Inflation, yields and portfolios in Japan: Adapting to changes After a sizable rise in 2024, the 10-year Japanese government bond (JGB) yield has climbed further in 2025 to date. 9 April, 2025 Gold Market Commentary: Riding a wave of uncertainty Gold hit new highs in February, supported by a weaker US dollar and extending its y-t-d gains to 9%. Rising inflation expectations, lower rates, and continued geoeconomic uncertainty are playing in gold’s favour. 6 March, 2025 Gold Market Commentary: Snakes and ladders Gold punched through all-time-highs at the end of January with tariff fears, a weaker dollar and softer bond yields all contributing. Chinese gold market activity stayed true to its typical seasonal January strength and analysis suggests positive follow-through into February. 10 February, 2025 Gold as a strategic asset: 2025 edition Gold has a key role as a strategic long term investment & is crucial for a well-diversified portfolio. Download our case for a strategic allocation to gold. 23 January, 2025 Gold Market Commentary: January jitters Gold gave back less than expected due to a strong dollar and profit-taking, as a positive outlook and higher risk constrained outflows. 8 January, 2025 Gold Outlook 2025: Navigating rates, risk and growth Gold is poised for its best annual performance in more than a decade – up 28% through November. Behind this, central bank and investor buying have more than offset a notable deceleration in consumer demand. 12 December, 2024 Prev Page 5 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.
Why gold in 2025? Building Indian portfolio resilience The global economy and the financial system are experiencing a period of exceptional uncertainty, weighing on growth outlooks. In such a volatile, unpredictable and uncharted environment, gold’s relevance as a strategic portfolio asset has grown even stronger. Given the exceptional uncertainties facing the investment landscape in 2025, it may be prudent for vigilant investors to consider the potential benefits that gold can bring to portfolios. 14 May, 2025
Gold Market Commentary: A risk-induced premium that may linger Gold rose 6% m/m in April and is up by nearly 27% y-t-d. A significantly weaker US dollar and overall heightened risk pushed gold higher during the month. We expect US policy and structural risks to continue driving gold investment. Profit taking could bring pause but may also encourage consumers. 8 May, 2025
Inflation, yields and portfolios in Japan: Adapting to changes After a sizable rise in 2024, the 10-year Japanese government bond (JGB) yield has climbed further in 2025 to date. 9 April, 2025
Gold Market Commentary: Riding a wave of uncertainty Gold hit new highs in February, supported by a weaker US dollar and extending its y-t-d gains to 9%. Rising inflation expectations, lower rates, and continued geoeconomic uncertainty are playing in gold’s favour. 6 March, 2025
Gold Market Commentary: Snakes and ladders Gold punched through all-time-highs at the end of January with tariff fears, a weaker dollar and softer bond yields all contributing. Chinese gold market activity stayed true to its typical seasonal January strength and analysis suggests positive follow-through into February. 10 February, 2025
Gold as a strategic asset: 2025 edition Gold has a key role as a strategic long term investment & is crucial for a well-diversified portfolio. Download our case for a strategic allocation to gold. 23 January, 2025
Gold Market Commentary: January jitters Gold gave back less than expected due to a strong dollar and profit-taking, as a positive outlook and higher risk constrained outflows. 8 January, 2025
Gold Outlook 2025: Navigating rates, risk and growth Gold is poised for its best annual performance in more than a decade – up 28% through November. Behind this, central bank and investor buying have more than offset a notable deceleration in consumer demand. 12 December, 2024
Why gold in 2025? Building Indian portfolio resilience
The global economy and the financial system are experiencing a period of exceptional uncertainty, weighing on growth outlooks. In such a volatile, unpredictable and uncharted environment, gold’s relevance as a strategic portfolio asset has grown even stronger. Given the exceptional uncertainties facing the investment landscape in 2025, it may be prudent for vigilant investors to consider the potential benefits that gold can bring to portfolios.
Gold Market Commentary: A risk-induced premium that may linger
Gold rose 6% m/m in April and is up by nearly 27% y-t-d. A significantly weaker US dollar and overall heightened risk pushed gold higher during the month. We expect US policy and structural risks to continue driving gold investment. Profit taking could bring pause but may also encourage consumers.
Inflation, yields and portfolios in Japan: Adapting to changes
After a sizable rise in 2024, the 10-year Japanese government bond (JGB) yield has climbed further in 2025 to date.
Gold Market Commentary: Riding a wave of uncertainty
Gold hit new highs in February, supported by a weaker US dollar and extending its y-t-d gains to 9%. Rising inflation expectations, lower rates, and continued geoeconomic uncertainty are playing in gold’s favour.
Gold Market Commentary: Snakes and ladders
Gold punched through all-time-highs at the end of January with tariff fears, a weaker dollar and softer bond yields all contributing. Chinese gold market activity stayed true to its typical seasonal January strength and analysis suggests positive follow-through into February.
Gold as a strategic asset: 2025 edition
Gold has a key role as a strategic long term investment & is crucial for a well-diversified portfolio. Download our case for a strategic allocation to gold.
Gold Market Commentary: January jitters
Gold gave back less than expected due to a strong dollar and profit-taking, as a positive outlook and higher risk constrained outflows.
Gold Outlook 2025: Navigating rates, risk and growth
Gold is poised for its best annual performance in more than a decade – up 28% through November. Behind this, central bank and investor buying have more than offset a notable deceleration in consumer demand.