Goldhub Research Investment Commentary Latest issue Investment Commentary Read the latest report Investment Update: It may be time to replace bonds with gold Re-optimising portfolio structures for lower future expected bond returns suggests investors should consider an additional 1%-1.5% gold exposure in diversified portfolios. 30 October, 2019 BNP Paribas: The outlook for gold as Fed rates fall The US Federal Reserve has cut rates twice in recent months and the market expects more of the same, as economic conditions become increasingly uncertain in the US and across the globe. Gold has already benefited from the shift in sentiment and Harry Tchilinguirian, head of commodity research at BNP Paribas, believes it will continue to do so. 8 October, 2019 First Eagle on the outlook for gold In part two of this interview, First Eagle's Thomas Kertsos discusses gold’s role in detail and assesses the current drivers for performance. 18 September, 2019 First Eagle Investment Management on gold’s contribution to an investment portfolio First Eagle believes that gold and gold-mining stocks can play a unique role as a potential hedge in investment portfolios. Thomas Kertsos, co-portfolio manager of the First Eagle Gold Fund, explains why. 17 September, 2019 Gold: the most effective commodity investment Why it is under-represented in commodity indices, under-invested and the potential impact on your portfolio 11 September, 2019 How I value gold Many investors buy gold instinctively, as a long-term store of value. Charlie Morris, Head of Multi-Asset at UK investment manager Atlantic House Fund Management, has devised a more conventional way of assessing gold - using a tried and tested model. 15 August, 2019 Gold mid-year outlook 2019: Heightened risk meets easy money The first half of 2019 proved quite eventful for financial markets. Stocks retraced their Q4 2018 losses by the end of April only to pullback again in May. 11 July, 2019 Investment Update: The impact of monetary policy on gold The upcoming Fed meeting could provide clarity into the intermediate-term price behavior of gold. As uncertainty becomes more prevalent in the future behavior of the Federal Reserve, we examine whether there is any correlation with monetary policy uncertainty/behavior and gold prices. 19 March, 2019 Prev Page 17 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.
Investment Update: It may be time to replace bonds with gold Re-optimising portfolio structures for lower future expected bond returns suggests investors should consider an additional 1%-1.5% gold exposure in diversified portfolios. 30 October, 2019
BNP Paribas: The outlook for gold as Fed rates fall The US Federal Reserve has cut rates twice in recent months and the market expects more of the same, as economic conditions become increasingly uncertain in the US and across the globe. Gold has already benefited from the shift in sentiment and Harry Tchilinguirian, head of commodity research at BNP Paribas, believes it will continue to do so. 8 October, 2019
First Eagle on the outlook for gold In part two of this interview, First Eagle's Thomas Kertsos discusses gold’s role in detail and assesses the current drivers for performance. 18 September, 2019
First Eagle Investment Management on gold’s contribution to an investment portfolio First Eagle believes that gold and gold-mining stocks can play a unique role as a potential hedge in investment portfolios. Thomas Kertsos, co-portfolio manager of the First Eagle Gold Fund, explains why. 17 September, 2019
Gold: the most effective commodity investment Why it is under-represented in commodity indices, under-invested and the potential impact on your portfolio 11 September, 2019
How I value gold Many investors buy gold instinctively, as a long-term store of value. Charlie Morris, Head of Multi-Asset at UK investment manager Atlantic House Fund Management, has devised a more conventional way of assessing gold - using a tried and tested model. 15 August, 2019
Gold mid-year outlook 2019: Heightened risk meets easy money The first half of 2019 proved quite eventful for financial markets. Stocks retraced their Q4 2018 losses by the end of April only to pullback again in May. 11 July, 2019
Investment Update: The impact of monetary policy on gold The upcoming Fed meeting could provide clarity into the intermediate-term price behavior of gold. As uncertainty becomes more prevalent in the future behavior of the Federal Reserve, we examine whether there is any correlation with monetary policy uncertainty/behavior and gold prices. 19 March, 2019
Investment Update: It may be time to replace bonds with gold
Re-optimising portfolio structures for lower future expected bond returns suggests investors should consider an additional 1%-1.5% gold exposure in diversified portfolios.
BNP Paribas: The outlook for gold as Fed rates fall
The US Federal Reserve has cut rates twice in recent months and the market expects more of the same, as economic conditions become increasingly uncertain in the US and across the globe. Gold has already benefited from the shift in sentiment and Harry Tchilinguirian, head of commodity research at BNP Paribas, believes it will continue to do so.
First Eagle on the outlook for gold
In part two of this interview, First Eagle's Thomas Kertsos discusses gold’s role in detail and assesses the current drivers for performance.
First Eagle Investment Management on gold’s contribution to an investment portfolio
First Eagle believes that gold and gold-mining stocks can play a unique role as a potential hedge in investment portfolios. Thomas Kertsos, co-portfolio manager of the First Eagle Gold Fund, explains why.
Gold: the most effective commodity investment
Why it is under-represented in commodity indices, under-invested and the potential impact on your portfolio
How I value gold
Many investors buy gold instinctively, as a long-term store of value. Charlie Morris, Head of Multi-Asset at UK investment manager Atlantic House Fund Management, has devised a more conventional way of assessing gold - using a tried and tested model.
Gold mid-year outlook 2019: Heightened risk meets easy money
The first half of 2019 proved quite eventful for financial markets. Stocks retraced their Q4 2018 losses by the end of April only to pullback again in May.
Investment Update: The impact of monetary policy on gold
The upcoming Fed meeting could provide clarity into the intermediate-term price behavior of gold. As uncertainty becomes more prevalent in the future behavior of the Federal Reserve, we examine whether there is any correlation with monetary policy uncertainty/behavior and gold prices.