Goldhub Research Investment Commentary Latest issue Investment Commentary Read the latest report Gold Market Commentary: All aboard the rate cut train August has typically been kind to gold, but seasonal winds are up against strong cross currents, that on balance look much more supportive than not. 8 August, 2024 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. 24 July, 2024 Gold Mid-Year Outlook 2024 Gold has performed remarkably well in 2024, rising by 12% y-t-d and outperforming other major asset classes. As we look ahead, the key question remains: will gold’s momentum continue or is it running out of steam? 2 July, 2024 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. 12 June, 2024 Gold Market Commentary: As the buck stops, more bite for gold Gold posted a third consecutive monthly gain in May, rising by 2% m/m to US$2,348/oz. Despite the more moderate gain compared to March and April, gold hit a new all-time high of US$2,427/oz mid-month before pulling back – likely reflecting some profit taking. 6 June, 2024 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. 23 May, 2024 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. 20 May, 2024 The Super Retirement Approach Over two thirds (69%) of Australians with a superannuation fund (“Super”) feel optimistic about their future, though almost half (44%) acknowledge that they might need to make sacrifices to meet their desired retirement lifestyle. These were some of the findings of a survey commissioned by World Gold Council (WGC) to gain greater insight of Australians’ approach to, understanding of, and sentiment towards, financial planning for retirement. 17 May, 2024 Prev Page 7 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.
Gold Market Commentary: All aboard the rate cut train August has typically been kind to gold, but seasonal winds are up against strong cross currents, that on balance look much more supportive than not. 8 August, 2024
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. 24 July, 2024
Gold Mid-Year Outlook 2024 Gold has performed remarkably well in 2024, rising by 12% y-t-d and outperforming other major asset classes. As we look ahead, the key question remains: will gold’s momentum continue or is it running out of steam? 2 July, 2024
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. 12 June, 2024
Gold Market Commentary: As the buck stops, more bite for gold Gold posted a third consecutive monthly gain in May, rising by 2% m/m to US$2,348/oz. Despite the more moderate gain compared to March and April, gold hit a new all-time high of US$2,427/oz mid-month before pulling back – likely reflecting some profit taking. 6 June, 2024
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. 23 May, 2024
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. 20 May, 2024
The Super Retirement Approach Over two thirds (69%) of Australians with a superannuation fund (“Super”) feel optimistic about their future, though almost half (44%) acknowledge that they might need to make sacrifices to meet their desired retirement lifestyle. These were some of the findings of a survey commissioned by World Gold Council (WGC) to gain greater insight of Australians’ approach to, understanding of, and sentiment towards, financial planning for retirement. 17 May, 2024
Gold Market Commentary: All aboard the rate cut train
August has typically been kind to gold, but seasonal winds are up against strong cross currents, that on balance look much more supportive than not.
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.
Gold Mid-Year Outlook 2024
Gold has performed remarkably well in 2024, rising by 12% y-t-d and outperforming other major asset classes. As we look ahead, the key question remains: will gold’s momentum continue or is it running out of steam?
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 Market Commentary: As the buck stops, more bite for gold
Gold posted a third consecutive monthly gain in May, rising by 2% m/m to US$2,348/oz. Despite the more moderate gain compared to March and April, gold hit a new all-time high of US$2,427/oz mid-month before pulling back – likely reflecting some profit taking.
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