Goldhub Research Investment Commentary Latest issue Investment Commentary Read the latest report Unearthed: The Future of the US Dollar ft. Kenneth Rogoff, Economist and Professor of Economics, Harvard University In this episode of Unearthed, hosts John Reade and Joseph Cavatoni, Senior Market Strategists at the World Gold Council, are joined by Ken Rogoff, Professor of Economics at Harvard University and former Chief Economist of the IMF. 1 August, 2025 Weekly Markets Monitor: Art of the Deal Last week, trade deals between the US and several countries dominated headlines, boosting optimism. 28 July, 2025 The Portfolio Continuum: Rethinking Gold in Alternatives Investing The growing role of alternatives in institutional portfolios reflects a search for better returns and diversification. But these benefits come with trade-offs—like illiquidity and lagged valuations. This paper shows how gold can play a valuable complementary role. Its liquidity, low correlation, and performance during market stress make it a useful shock absorber alongside less liquid assets. 24 July, 2025 Weekly Markets Monitor: Strengthening the Core Last week, economic reports were mixed. In the U.S., stronger retail sales and robust corporate earnings met higher CPI inflation. 21 July, 2025 Gold Mid-Year Outlook 2025 Gold rose 26% in H1 2025, outpacing major asset classes. As we look forward, consensus expectations for macroeconomic drivers suggest that gold may remain rangebound in H2, with the possibility of some upside. Gold may move significantly higher if geoeconomic conditions deteriorate. Conversely, a widespread resolution of geopolitical risk, while unlikely, may measurably undercut gold’s y-t-d gains. 15 July, 2025 Weekly Markets Monitor: Precious times With a light week for economic data, tariff developments returned to the forefront last week. Although the tariff pause was extended, new levies, some higher than initial rates, have raised concerns. 14 July, 2025 Geopolitics and Gold Webinar On July 9th, WGC's Senior Market Strategist, Joe Cavatoni, led an insightful discussion reviewing the last 6 months, followed by the outlook for geopolitics and gold, with a focus on central bank demand. 14 July, 2025 You asked, we answered: What's a bear case for gold? Gold has experienced a prolonged bull run in recent years. After bottoming at US$1,429/oz on 3 November 2022, the gold price has more than doubled: on 30 June 2025 it stood at US$3,287/oz, having refreshed its historical record 68 times over that period. 10 July, 2025 Prev Page 12 of 69 Next Latest research Looking for insight and analysis on gold? Our team of experts produce market-leading research and macroeconomic commentary on gold.
Unearthed: The Future of the US Dollar ft. Kenneth Rogoff, Economist and Professor of Economics, Harvard University In this episode of Unearthed, hosts John Reade and Joseph Cavatoni, Senior Market Strategists at the World Gold Council, are joined by Ken Rogoff, Professor of Economics at Harvard University and former Chief Economist of the IMF. 1 August, 2025
Weekly Markets Monitor: Art of the Deal Last week, trade deals between the US and several countries dominated headlines, boosting optimism. 28 July, 2025
The Portfolio Continuum: Rethinking Gold in Alternatives Investing The growing role of alternatives in institutional portfolios reflects a search for better returns and diversification. But these benefits come with trade-offs—like illiquidity and lagged valuations. This paper shows how gold can play a valuable complementary role. Its liquidity, low correlation, and performance during market stress make it a useful shock absorber alongside less liquid assets. 24 July, 2025
Weekly Markets Monitor: Strengthening the Core Last week, economic reports were mixed. In the U.S., stronger retail sales and robust corporate earnings met higher CPI inflation. 21 July, 2025
Gold Mid-Year Outlook 2025 Gold rose 26% in H1 2025, outpacing major asset classes. As we look forward, consensus expectations for macroeconomic drivers suggest that gold may remain rangebound in H2, with the possibility of some upside. Gold may move significantly higher if geoeconomic conditions deteriorate. Conversely, a widespread resolution of geopolitical risk, while unlikely, may measurably undercut gold’s y-t-d gains. 15 July, 2025
Weekly Markets Monitor: Precious times With a light week for economic data, tariff developments returned to the forefront last week. Although the tariff pause was extended, new levies, some higher than initial rates, have raised concerns. 14 July, 2025
Geopolitics and Gold Webinar On July 9th, WGC's Senior Market Strategist, Joe Cavatoni, led an insightful discussion reviewing the last 6 months, followed by the outlook for geopolitics and gold, with a focus on central bank demand. 14 July, 2025
You asked, we answered: What's a bear case for gold? Gold has experienced a prolonged bull run in recent years. After bottoming at US$1,429/oz on 3 November 2022, the gold price has more than doubled: on 30 June 2025 it stood at US$3,287/oz, having refreshed its historical record 68 times over that period. 10 July, 2025
Unearthed: The Future of the US Dollar ft. Kenneth Rogoff, Economist and Professor of Economics, Harvard University
In this episode of Unearthed, hosts John Reade and Joseph Cavatoni, Senior Market Strategists at the World Gold Council, are joined by Ken Rogoff, Professor of Economics at Harvard University and former Chief Economist of the IMF.
Weekly Markets Monitor: Art of the Deal
Last week, trade deals between the US and several countries dominated headlines, boosting optimism.
The Portfolio Continuum: Rethinking Gold in Alternatives Investing
The growing role of alternatives in institutional portfolios reflects a search for better returns and diversification. But these benefits come with trade-offs—like illiquidity and lagged valuations. This paper shows how gold can play a valuable complementary role. Its liquidity, low correlation, and performance during market stress make it a useful shock absorber alongside less liquid assets.
Weekly Markets Monitor: Strengthening the Core
Last week, economic reports were mixed. In the U.S., stronger retail sales and robust corporate earnings met higher CPI inflation.
Gold Mid-Year Outlook 2025
Gold rose 26% in H1 2025, outpacing major asset classes. As we look forward, consensus expectations for macroeconomic drivers suggest that gold may remain rangebound in H2, with the possibility of some upside. Gold may move significantly higher if geoeconomic conditions deteriorate. Conversely, a widespread resolution of geopolitical risk, while unlikely, may measurably undercut gold’s y-t-d gains.
Weekly Markets Monitor: Precious times
With a light week for economic data, tariff developments returned to the forefront last week. Although the tariff pause was extended, new levies, some higher than initial rates, have raised concerns.
Geopolitics and Gold Webinar
On July 9th, WGC's Senior Market Strategist, Joe Cavatoni, led an insightful discussion reviewing the last 6 months, followed by the outlook for geopolitics and gold, with a focus on central bank demand.
You asked, we answered: What's a bear case for gold?
Gold has experienced a prolonged bull run in recent years. After bottoming at US$1,429/oz on 3 November 2022, the gold price has more than doubled: on 30 June 2025 it stood at US$3,287/oz, having refreshed its historical record 68 times over that period.