Goldhub Research Investment Commentary Latest issue Investment Commentary Read the latest report Gold Market Commentary: An unseasonal August may lie ahead August has been a good month for gold returns over the past two decades, likely driven by seasonally weak bond yields and consumer sentiment, anticipation of seasonal equity volatility in September, and some gold restocking in India and China. 8 August, 2023 Inflation: A rare SMSF consideration SMSF investors continue to face inflationary pressure not seen in decades. And it could influence investment performance if the potential effects are not considered. 11 July, 2023 The relevance of gold for Australian Self-Managed Super Funds Gold, in Australian dollars (AUD), delivered positive returns in 2022 and this has continued so far in 2023. It has attracted attention: not only have global central banks continued to buy gold, but Australia’s sovereign wealth fund has also added gold to its portfolio. 7 July, 2023 Gold Mid-year Outlook 2023: Between a soft and a hard place Developed market central banks are nearing the end of their tightening cycles.1 For now, market consensus points to a mild contraction in the US in late 2023 and slow growth in developed markets. 6 July, 2023 Gold Market Commentary: Fire doused, smoke remains Gold fell 0.9% in May as an unwinding of net long futures offset global gold ETF inflows. But the small drop was largely currency-driven as outside North America, gold saw gains. A debt-ceiling deal was reached in the 11th hour in the US which, coupled with good economic data, might remove some short-term support for gold. However, the saga has implications that may help gold over the next few months, and an economic slowdown has likely not been averted. 7 June, 2023 Gold Gallups up the US long-term investment charts The latest Gallup Poll Social Series monitoring public opinion on economy and finance shows that gold jumped into second place as ‘best long-term investment’ in the US this year. 24 May, 2023 Gold Market Commentary: Gold rally takes a breather in April Gold in US$/oz returned just 0.1% in April, consolidating after a strong run up during Q1. Support for gold came from lower rates and positive ETF flows while lower inflation expectations and profit taking created a drag. 10 May, 2023 Global central bank gold reserves remained flat in March According to the IMF, reported global central bank gold reserves remained virtually unchanged in March. Available data shows purchases almost perfectly offset sales, resulting in a net increase of 0.2 tonnes. 3 May, 2023 Prev Page 24 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 Market Commentary: An unseasonal August may lie ahead August has been a good month for gold returns over the past two decades, likely driven by seasonally weak bond yields and consumer sentiment, anticipation of seasonal equity volatility in September, and some gold restocking in India and China. 8 August, 2023
Inflation: A rare SMSF consideration SMSF investors continue to face inflationary pressure not seen in decades. And it could influence investment performance if the potential effects are not considered. 11 July, 2023
The relevance of gold for Australian Self-Managed Super Funds Gold, in Australian dollars (AUD), delivered positive returns in 2022 and this has continued so far in 2023. It has attracted attention: not only have global central banks continued to buy gold, but Australia’s sovereign wealth fund has also added gold to its portfolio. 7 July, 2023
Gold Mid-year Outlook 2023: Between a soft and a hard place Developed market central banks are nearing the end of their tightening cycles.1 For now, market consensus points to a mild contraction in the US in late 2023 and slow growth in developed markets. 6 July, 2023
Gold Market Commentary: Fire doused, smoke remains Gold fell 0.9% in May as an unwinding of net long futures offset global gold ETF inflows. But the small drop was largely currency-driven as outside North America, gold saw gains. A debt-ceiling deal was reached in the 11th hour in the US which, coupled with good economic data, might remove some short-term support for gold. However, the saga has implications that may help gold over the next few months, and an economic slowdown has likely not been averted. 7 June, 2023
Gold Gallups up the US long-term investment charts The latest Gallup Poll Social Series monitoring public opinion on economy and finance shows that gold jumped into second place as ‘best long-term investment’ in the US this year. 24 May, 2023
Gold Market Commentary: Gold rally takes a breather in April Gold in US$/oz returned just 0.1% in April, consolidating after a strong run up during Q1. Support for gold came from lower rates and positive ETF flows while lower inflation expectations and profit taking created a drag. 10 May, 2023
Global central bank gold reserves remained flat in March According to the IMF, reported global central bank gold reserves remained virtually unchanged in March. Available data shows purchases almost perfectly offset sales, resulting in a net increase of 0.2 tonnes. 3 May, 2023
Gold Market Commentary: An unseasonal August may lie ahead
August has been a good month for gold returns over the past two decades, likely driven by seasonally weak bond yields and consumer sentiment, anticipation of seasonal equity volatility in September, and some gold restocking in India and China.
Inflation: A rare SMSF consideration
SMSF investors continue to face inflationary pressure not seen in decades. And it could influence investment performance if the potential effects are not considered.
The relevance of gold for Australian Self-Managed Super Funds
Gold, in Australian dollars (AUD), delivered positive returns in 2022 and this has continued so far in 2023. It has attracted attention: not only have global central banks continued to buy gold, but Australia’s sovereign wealth fund has also added gold to its portfolio.
Gold Mid-year Outlook 2023: Between a soft and a hard place
Developed market central banks are nearing the end of their tightening cycles.1 For now, market consensus points to a mild contraction in the US in late 2023 and slow growth in developed markets.
Gold Market Commentary: Fire doused, smoke remains
Gold fell 0.9% in May as an unwinding of net long futures offset global gold ETF inflows. But the small drop was largely currency-driven as outside North America, gold saw gains. A debt-ceiling deal was reached in the 11th hour in the US which, coupled with good economic data, might remove some short-term support for gold. However, the saga has implications that may help gold over the next few months, and an economic slowdown has likely not been averted.
Gold Gallups up the US long-term investment charts
The latest Gallup Poll Social Series monitoring public opinion on economy and finance shows that gold jumped into second place as ‘best long-term investment’ in the US this year.
Gold Market Commentary: Gold rally takes a breather in April
Gold in US$/oz returned just 0.1% in April, consolidating after a strong run up during Q1. Support for gold came from lower rates and positive ETF flows while lower inflation expectations and profit taking created a drag.
Global central bank gold reserves remained flat in March
According to the IMF, reported global central bank gold reserves remained virtually unchanged in March. Available data shows purchases almost perfectly offset sales, resulting in a net increase of 0.2 tonnes.