Goldhub Research Investment Commentary Latest issue Investment Commentary Read the latest report Gold's long-term expected return (GLTER) While gold’s contribution to managing portfolio risk is well established, its contribution to portfolio return is not. Our analysis shows that gold responds to both an economic and a financial component. And that its long-term return is not only well above inflation but more closely linked to GDP than previously understood. 17 October, 2024 The role of gold in enabling financial inclusion Bringing more people into the financial system is a priority for policymakers across the world. 11 October, 2024 Gold has all the hallmarks of a keystone German investment Our survey of more than 3,000 German retail investors confirms that gold is a valued investment with a bright future. 10 October, 2024 Gold Market Commentary: Jumbo cut drives gold rally Gold posted a 3.6% gain in August driven by lower rates and a weaker US dollar. Mixed data releases have made the direction of global economy less certain and gold options indicate that investors may be hedging against a combination of more aggressive rate cuts and US election uncertainty. 8 October, 2024 Asset allocation implications in today’s chaotic world Geopolitical risks have been elevated in recent years. And our analysis shows that spikes in geopolitical risk usually lead to equity market sell offs. While risk assets suffer during these periods, gold has delivered robust returns as an effective portfolio risk diversifier. And we believe gold can continue to benefit investors’ portfolios in today’s world as a geopolitical risk hedge and return enhancer following its stunning performance y-t-d. 1 October, 2024 Gold as a strategic asset: Irish DC pension portfolios The traditional Defined Contribution (DC) investment portfolio comprising equities and bonds made a comeback recently, delivering returns not seen for years. But faced with ongoing geopolitical risks and a highly uncertain economic backdrop, we examine how gold is uniquely placed to play an important diversification role in pension fund portfolios and how gold can help pension funds mitigate a key risk – investment risk, inflation risk and longevity risk. 27 September, 2024 Gold Market Commentary: It's always the quiet ones Gold posted a 3.6% gain in August driven by lower rates and a weaker US dollar. Mixed data releases have made the direction of global economy less certain and gold options indicate that investors may be hedging against a combination of more aggressive rate cuts and US election uncertainty. 5 September, 2024 Gold as a Strategic Asset: Swiss pension funds In response to the improvement in coverage ratios over the past year, an increasing number of Swiss pension funds are contemplating their investment approach given the breadth of macroeconomic challenges ahead. 29 August, 2024 Prev Page 18 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.
Gold's long-term expected return (GLTER) While gold’s contribution to managing portfolio risk is well established, its contribution to portfolio return is not. Our analysis shows that gold responds to both an economic and a financial component. And that its long-term return is not only well above inflation but more closely linked to GDP than previously understood. 17 October, 2024
The role of gold in enabling financial inclusion Bringing more people into the financial system is a priority for policymakers across the world. 11 October, 2024
Gold has all the hallmarks of a keystone German investment Our survey of more than 3,000 German retail investors confirms that gold is a valued investment with a bright future. 10 October, 2024
Gold Market Commentary: Jumbo cut drives gold rally Gold posted a 3.6% gain in August driven by lower rates and a weaker US dollar. Mixed data releases have made the direction of global economy less certain and gold options indicate that investors may be hedging against a combination of more aggressive rate cuts and US election uncertainty. 8 October, 2024
Asset allocation implications in today’s chaotic world Geopolitical risks have been elevated in recent years. And our analysis shows that spikes in geopolitical risk usually lead to equity market sell offs. While risk assets suffer during these periods, gold has delivered robust returns as an effective portfolio risk diversifier. And we believe gold can continue to benefit investors’ portfolios in today’s world as a geopolitical risk hedge and return enhancer following its stunning performance y-t-d. 1 October, 2024
Gold as a strategic asset: Irish DC pension portfolios The traditional Defined Contribution (DC) investment portfolio comprising equities and bonds made a comeback recently, delivering returns not seen for years. But faced with ongoing geopolitical risks and a highly uncertain economic backdrop, we examine how gold is uniquely placed to play an important diversification role in pension fund portfolios and how gold can help pension funds mitigate a key risk – investment risk, inflation risk and longevity risk. 27 September, 2024
Gold Market Commentary: It's always the quiet ones Gold posted a 3.6% gain in August driven by lower rates and a weaker US dollar. Mixed data releases have made the direction of global economy less certain and gold options indicate that investors may be hedging against a combination of more aggressive rate cuts and US election uncertainty. 5 September, 2024
Gold as a Strategic Asset: Swiss pension funds In response to the improvement in coverage ratios over the past year, an increasing number of Swiss pension funds are contemplating their investment approach given the breadth of macroeconomic challenges ahead. 29 August, 2024
Gold's long-term expected return (GLTER)
The role of gold in enabling financial inclusion
Gold has all the hallmarks of a keystone German investment
Our survey of more than 3,000 German retail investors confirms that gold is a valued investment with a bright future.
Gold Market Commentary: Jumbo cut drives gold rally
Gold posted a 3.6% gain in August driven by lower rates and a weaker US dollar. Mixed data releases have made the direction of global economy less certain and gold options indicate that investors may be hedging against a combination of more aggressive rate cuts and US election uncertainty.
Asset allocation implications in today’s chaotic world
Geopolitical risks have been elevated in recent years. And our analysis shows that spikes in geopolitical risk usually lead to equity market sell offs. While risk assets suffer during these periods, gold has delivered robust returns as an effective portfolio risk diversifier. And we believe gold can continue to benefit investors’ portfolios in today’s world as a geopolitical risk hedge and return enhancer following its stunning performance y-t-d.
Gold as a strategic asset: Irish DC pension portfolios
The traditional Defined Contribution (DC) investment portfolio comprising equities and bonds made a comeback recently, delivering returns not seen for years. But faced with ongoing geopolitical risks and a highly uncertain economic backdrop, we examine how gold is uniquely placed to play an important diversification role in pension fund portfolios and how gold can help pension funds mitigate a key risk – investment risk, inflation risk and longevity risk.
Gold Market Commentary: It's always the quiet ones
Gold posted a 3.6% gain in August driven by lower rates and a weaker US dollar. Mixed data releases have made the direction of global economy less certain and gold options indicate that investors may be hedging against a combination of more aggressive rate cuts and US election uncertainty.
Gold as a Strategic Asset: Swiss pension funds
In response to the improvement in coverage ratios over the past year, an increasing number of Swiss pension funds are contemplating their investment approach given the breadth of macroeconomic challenges ahead.