Goldhub Research Investment Commentary Latest issue Investment Commentary Read the latest report Unearthed: The impact of geopolitics on gold ft. Tina Fordham, Fordham Global Foresight In this episode of the podcast, hosts John Reade and Joe Cavatoni are joined by Tina Fordham, the founder of Fordham Global Foresight. 19 December, 2023 Market Research: UK Spotlight on pension holders We surveyed 1,000 people in the UK to learn about retirement planning and, importantly, if gold could play a greater role in UK pensions. The results point towards a clear growth opportunity for gold ownership in the pension space. 13 December, 2023 Gold Outlook 2024 As we look forward to 2024, we explore three economic scenarios and their likely impact on gold. Historically, gold has had a flat performance during consensus-favoured ‘soft landings’; however, geopolitical risks, central bank buying and the spectre of a recession may provide additional support for gold. 7 December, 2023 Unearthed: Lori Heinel, State Street Global Advisors’ Global Chief investment Officer, opens with macroeconomics Join the World Gold Council’s market strategists for episode one of The Unearthed Podcast - with Lori Heinel, State Street Global Advisors’ Global Chief investment Officer. Together, we’ll unearth golden insights spanning macroeconomics, investment and consumer trends, geopolitics, technology, trust, supply chains and more. 16 November, 2023 Gold Market Commentary: Gold finishes October on a high Gold prices started the month on the backfoot, having fallen below US$1,850/oz at the end of September. The events in Israel on 7 October set a rally in motion that took the US dollar price back up above US$2,000/oz by 27 October. The record-high monthly finish was mirrored in almost all other major currencies 7 November, 2023 Investment Update: The Case for Gold in UK DB Pension Schemes With the rapid growth in funding ratios over the past two years, an increasing number of UK defined benefit (DB) pension schemes have been contemplating their investment approach for the endgame – the point at which a plan moves from being underfunded to being fully funded or even having a surplus. This transition has a number of investment implications. In this paper, we examine how pension schemes can seek to maintain the ground they’ve gained over the recent past, as one of the driving forces behind the rise in interest rates and improved funding status – inflation – has become a source of asset price volatility. 16 October, 2023 You asked, we answered: What’s the impact of geopolitics on gold? Gold has gained 3% this week largely attributed to an escalation of geopolitical tensions linked to the Israeli-Palestinian conflict. 13 October, 2023 Gold Market Commentary: Q4 turbulence ahead Gold lost 3.7% in September, with the bulk of the move occurring during the last three days of the month. We attribute gold’s challenging month to an extensive run up in bond yields alongside a stronger dollar. The sell off at the end of the month was also likely the result of a strong adverse reaction to US economic data, a fall in the Chinese local premium and a negative technical breach. 10 October, 2023 Prev Page 22 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 impact of geopolitics on gold ft. Tina Fordham, Fordham Global Foresight In this episode of the podcast, hosts John Reade and Joe Cavatoni are joined by Tina Fordham, the founder of Fordham Global Foresight. 19 December, 2023
Market Research: UK Spotlight on pension holders We surveyed 1,000 people in the UK to learn about retirement planning and, importantly, if gold could play a greater role in UK pensions. The results point towards a clear growth opportunity for gold ownership in the pension space. 13 December, 2023
Gold Outlook 2024 As we look forward to 2024, we explore three economic scenarios and their likely impact on gold. Historically, gold has had a flat performance during consensus-favoured ‘soft landings’; however, geopolitical risks, central bank buying and the spectre of a recession may provide additional support for gold. 7 December, 2023
Unearthed: Lori Heinel, State Street Global Advisors’ Global Chief investment Officer, opens with macroeconomics Join the World Gold Council’s market strategists for episode one of The Unearthed Podcast - with Lori Heinel, State Street Global Advisors’ Global Chief investment Officer. Together, we’ll unearth golden insights spanning macroeconomics, investment and consumer trends, geopolitics, technology, trust, supply chains and more. 16 November, 2023
Gold Market Commentary: Gold finishes October on a high Gold prices started the month on the backfoot, having fallen below US$1,850/oz at the end of September. The events in Israel on 7 October set a rally in motion that took the US dollar price back up above US$2,000/oz by 27 October. The record-high monthly finish was mirrored in almost all other major currencies 7 November, 2023
Investment Update: The Case for Gold in UK DB Pension Schemes With the rapid growth in funding ratios over the past two years, an increasing number of UK defined benefit (DB) pension schemes have been contemplating their investment approach for the endgame – the point at which a plan moves from being underfunded to being fully funded or even having a surplus. This transition has a number of investment implications. In this paper, we examine how pension schemes can seek to maintain the ground they’ve gained over the recent past, as one of the driving forces behind the rise in interest rates and improved funding status – inflation – has become a source of asset price volatility. 16 October, 2023
You asked, we answered: What’s the impact of geopolitics on gold? Gold has gained 3% this week largely attributed to an escalation of geopolitical tensions linked to the Israeli-Palestinian conflict. 13 October, 2023
Gold Market Commentary: Q4 turbulence ahead Gold lost 3.7% in September, with the bulk of the move occurring during the last three days of the month. We attribute gold’s challenging month to an extensive run up in bond yields alongside a stronger dollar. The sell off at the end of the month was also likely the result of a strong adverse reaction to US economic data, a fall in the Chinese local premium and a negative technical breach. 10 October, 2023
Unearthed: The impact of geopolitics on gold ft. Tina Fordham, Fordham Global Foresight
In this episode of the podcast, hosts John Reade and Joe Cavatoni are joined by Tina Fordham, the founder of Fordham Global Foresight.
Market Research: UK Spotlight on pension holders
We surveyed 1,000 people in the UK to learn about retirement planning and, importantly, if gold could play a greater role in UK pensions. The results point towards a clear growth opportunity for gold ownership in the pension space.
Gold Outlook 2024
As we look forward to 2024, we explore three economic scenarios and their likely impact on gold. Historically, gold has had a flat performance during consensus-favoured ‘soft landings’; however, geopolitical risks, central bank buying and the spectre of a recession may provide additional support for gold.
Unearthed: Lori Heinel, State Street Global Advisors’ Global Chief investment Officer, opens with macroeconomics
Join the World Gold Council’s market strategists for episode one of The Unearthed Podcast - with Lori Heinel, State Street Global Advisors’ Global Chief investment Officer. Together, we’ll unearth golden insights spanning macroeconomics, investment and consumer trends, geopolitics, technology, trust, supply chains and more.
Gold Market Commentary: Gold finishes October on a high
Gold prices started the month on the backfoot, having fallen below US$1,850/oz at the end of September. The events in Israel on 7 October set a rally in motion that took the US dollar price back up above US$2,000/oz by 27 October. The record-high monthly finish was mirrored in almost all other major currencies
Investment Update: The Case for Gold in UK DB Pension Schemes
With the rapid growth in funding ratios over the past two years, an increasing number of UK defined benefit (DB) pension schemes have been contemplating their investment approach for the endgame – the point at which a plan moves from being underfunded to being fully funded or even having a surplus. This transition has a number of investment implications. In this paper, we examine how pension schemes can seek to maintain the ground they’ve gained over the recent past, as one of the driving forces behind the rise in interest rates and improved funding status – inflation – has become a source of asset price volatility.
You asked, we answered: What’s the impact of geopolitics on gold?
Gold has gained 3% this week largely attributed to an escalation of geopolitical tensions linked to the Israeli-Palestinian conflict.
Gold Market Commentary: Q4 turbulence ahead
Gold lost 3.7% in September, with the bulk of the move occurring during the last three days of the month. We attribute gold’s challenging month to an extensive run up in bond yields alongside a stronger dollar. The sell off at the end of the month was also likely the result of a strong adverse reaction to US economic data, a fall in the Chinese local premium and a negative technical breach.