Goldhub Research Investment Commentary Latest issue Investment Commentary Read the latest report Investment update – The Case for Gold in DC Asset Allocations The traditional Defined Contribution (DC) investment portfolio made up of equities and bonds has come under increasing pressure in the last 18 months. Faced with rising inflation volatility risks and a highly uncertain economic backdrop, could now be the time to reconsider traditional thinking? We believe investors would benefit from expanding their “safe havens” options by considering gold. 9 October, 2023 When is a good time to buy gold in Australia? Determining the value of gold can at times make potential investors hesitant. Unable to judge what the price might do, reduces confidence in making an informed decision. Recently, gold in Australian Dollars (AUD) reached its highest ever price and breached A$3,000. While dipping slightly by the end of the first half of 2023, when is the right time to buy, or even increase, a gold allocation into a portfolio? 27 September, 2023 Confused about owning gold in an Individual Retirement Account? Don’t be, it’s easy if you do a little homework! When I did my own independent, online research, I found that the information available on the web can be confusing and, in many ways, misleading if not downright inaccurate. This blog is a very simple and concise summary, for anyone interested in achieving the benefits of gold in their retirement account. 26 September, 2023 Bonds en vogue, but gold never out of style We’re delighted to contribute another thought-leader article published in Financial Investigator’s highly regarded magazine. In their September issue, we review the notion that whilst bonds may be en vogue, gold never goes out of style. The article supports our ongoing belief that gold has a key role to play as a strategic long-term investment and mainstay allocation within a well-diversified portfolio. 21 September, 2023 The time may be right for gold in Japanese investors’ portfolios Expectations for the end of the BoJ’s negative policy rate intensifiedThe BoJ relaxed its yield curve control (YCC) program in late July. Governor Ueda’s first surprise move since taking the wheel: he effectively doubled the YCC’s upper limit to 1%, while keeping the policy rate unchanged at -0.1%. This led to surges in both the 10-year JGB yield and its volatility. 15 September, 2023 Gold Market Commentary: Can gold bear the bond steepener? Gold declined marginally by 1% in August, in the face of higher yields and a stronger dollar. Sentiment remained weak for most of the month as ETFs continued to lose AUM while COMEX managed money net long futures positions fell to a five month low. 6 September, 2023 Australian investors are de-risking: bonds en vogue, but gold never goes out of style Amid economic uncertainty Australian investors have, so far this year, been reallocating to fixed income assets. Although currently attractive, persistent inflationary pressure can bring risks to both the growth outlook and return for these assets. Gold should be considered as a long-term strategic asset alongside bonds as it provides excellent returns in a wide range of economic scenarios. 1 September, 2023 What are the implications for gold as yields converge? A lot has been made of the convergence of yields for cash, bonds and equities (on an earnings yield basis), with the higher yield on offer in the cash space leading many investors to reassess their portfolio exposures. 29 August, 2023 Prev Page 23 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.
Investment update – The Case for Gold in DC Asset Allocations The traditional Defined Contribution (DC) investment portfolio made up of equities and bonds has come under increasing pressure in the last 18 months. Faced with rising inflation volatility risks and a highly uncertain economic backdrop, could now be the time to reconsider traditional thinking? We believe investors would benefit from expanding their “safe havens” options by considering gold. 9 October, 2023
When is a good time to buy gold in Australia? Determining the value of gold can at times make potential investors hesitant. Unable to judge what the price might do, reduces confidence in making an informed decision. Recently, gold in Australian Dollars (AUD) reached its highest ever price and breached A$3,000. While dipping slightly by the end of the first half of 2023, when is the right time to buy, or even increase, a gold allocation into a portfolio? 27 September, 2023
Confused about owning gold in an Individual Retirement Account? Don’t be, it’s easy if you do a little homework! When I did my own independent, online research, I found that the information available on the web can be confusing and, in many ways, misleading if not downright inaccurate. This blog is a very simple and concise summary, for anyone interested in achieving the benefits of gold in their retirement account. 26 September, 2023
Bonds en vogue, but gold never out of style We’re delighted to contribute another thought-leader article published in Financial Investigator’s highly regarded magazine. In their September issue, we review the notion that whilst bonds may be en vogue, gold never goes out of style. The article supports our ongoing belief that gold has a key role to play as a strategic long-term investment and mainstay allocation within a well-diversified portfolio. 21 September, 2023
The time may be right for gold in Japanese investors’ portfolios Expectations for the end of the BoJ’s negative policy rate intensifiedThe BoJ relaxed its yield curve control (YCC) program in late July. Governor Ueda’s first surprise move since taking the wheel: he effectively doubled the YCC’s upper limit to 1%, while keeping the policy rate unchanged at -0.1%. This led to surges in both the 10-year JGB yield and its volatility. 15 September, 2023
Gold Market Commentary: Can gold bear the bond steepener? Gold declined marginally by 1% in August, in the face of higher yields and a stronger dollar. Sentiment remained weak for most of the month as ETFs continued to lose AUM while COMEX managed money net long futures positions fell to a five month low. 6 September, 2023
Australian investors are de-risking: bonds en vogue, but gold never goes out of style Amid economic uncertainty Australian investors have, so far this year, been reallocating to fixed income assets. Although currently attractive, persistent inflationary pressure can bring risks to both the growth outlook and return for these assets. Gold should be considered as a long-term strategic asset alongside bonds as it provides excellent returns in a wide range of economic scenarios. 1 September, 2023
What are the implications for gold as yields converge? A lot has been made of the convergence of yields for cash, bonds and equities (on an earnings yield basis), with the higher yield on offer in the cash space leading many investors to reassess their portfolio exposures. 29 August, 2023
Investment update – The Case for Gold in DC Asset Allocations
The traditional Defined Contribution (DC) investment portfolio made up of equities and bonds has come under increasing pressure in the last 18 months. Faced with rising inflation volatility risks and a highly uncertain economic backdrop, could now be the time to reconsider traditional thinking? We believe investors would benefit from expanding their “safe havens” options by considering gold.
When is a good time to buy gold in Australia?
Determining the value of gold can at times make potential investors hesitant. Unable to judge what the price might do, reduces confidence in making an informed decision. Recently, gold in Australian Dollars (AUD) reached its highest ever price and breached A$3,000. While dipping slightly by the end of the first half of 2023, when is the right time to buy, or even increase, a gold allocation into a portfolio?
Confused about owning gold in an Individual Retirement Account? Don’t be, it’s easy if you do a little homework!
When I did my own independent, online research, I found that the information available on the web can be confusing and, in many ways, misleading if not downright inaccurate. This blog is a very simple and concise summary, for anyone interested in achieving the benefits of gold in their retirement account.
Bonds en vogue, but gold never out of style
We’re delighted to contribute another thought-leader article published in Financial Investigator’s highly regarded magazine. In their September issue, we review the notion that whilst bonds may be en vogue, gold never goes out of style. The article supports our ongoing belief that gold has a key role to play as a strategic long-term investment and mainstay allocation within a well-diversified portfolio.
The time may be right for gold in Japanese investors’ portfolios
Expectations for the end of the BoJ’s negative policy rate intensified
The BoJ relaxed its yield curve control (YCC) program in late July. Governor Ueda’s first surprise move since taking the wheel: he effectively doubled the YCC’s upper limit to 1%, while keeping the policy rate unchanged at -0.1%. This led to surges in both the 10-year JGB yield and its volatility.
Gold Market Commentary: Can gold bear the bond steepener?
Gold declined marginally by 1% in August, in the face of higher yields and a stronger dollar. Sentiment remained weak for most of the month as ETFs continued to lose AUM while COMEX managed money net long futures positions fell to a five month low.
Australian investors are de-risking: bonds en vogue, but gold never goes out of style
Amid economic uncertainty Australian investors have, so far this year, been reallocating to fixed income assets. Although currently attractive, persistent inflationary pressure can bring risks to both the growth outlook and return for these assets. Gold should be considered as a long-term strategic asset alongside bonds as it provides excellent returns in a wide range of economic scenarios.
What are the implications for gold as yields converge?
A lot has been made of the convergence of yields for cash, bonds and equities (on an earnings yield basis), with the higher yield on offer in the cash space leading many investors to reassess their portfolio exposures.