Goldhub Research Investment Commentary Latest issue Investment Commentary Read the latest report Gold Market Commentary Throughout April, gold remained among the best performing assets in 2022 up 5% in US dollar terms – yet it ended the month 1.6% lower at US$1,911/oz. 6 May, 2022 UK pension funds and gold For a third consecutive year we partnered with Pensions Age to survey UK pension professionals about their views on gold and whether it features in their asset allocation. 4 May, 2022 The Case for Gold in DC Asset Allocations The traditional Defined Contribution (DC) investment portfolio made up of equities and bonds has worked well for investors for a long time. For much of the last 15 years, the environment that has afforded this success has been driven by central bank actions such as ultra-low interest rates and quantitative easing. 20 April, 2022 Why should gold be included in an Australian super fund's portfolio? Geopolitical uncertainty, inflationary concerns and rising interest rates in key markets have impacted global financial markets in the first quarter. 13 April, 2022 Gold Market Commentary Gold rose for the second consecutive quarter in Q1, ending 8% higher at US$1,942/oz – its best quarterly performance since Q2 2020. 6 April, 2022 How does gold respond when US credit spreads widen? Authored by Johan Palmberg and Adam Perlaky: Gold tends to rally when credit spreads widen… …but that’s usually the case when the move in credit spreads is driven by broader systemic risks US spreads have only recently begun to widen. Should this environment of higher inflation and geopolitical tension draw itself out, widening spreads are likely to signal further support to gold 31 March, 2022 Stagflation strikes back Authored by Krishan Gopaul and Johan Palmberg The risk of stagflation has increased materially since we addressed the topic last year Europe appears to be at greater risk than the US, due to higher exposure to soaring commodity prices and a weaker economic position, but alarm bells could soon ring across the Atlantic, too Year-to-date, gold has performed well, arguably reflecting the Ukraine crisis and the ongoing reflationary environment But should stagflation become widespread it could provide further support for gold as a diversifier and risk hedge 25 March, 2022 Stocks go down, bonds go... down? Authored by Louise Street and Johan Palmberg: The conventional wisdom that stocks and bonds are negatively correlated is a central component of most asset allocation strategies. But the correlation hasn’t always been negative – far from it, in fact – and there are increasing signs of strain in the relationship, prompting investors to ask: could the stock-bond correlation flip? In this blog, we consider that possibility, what it might mean for the average portfolio, and how gold could help to protect portfolio performance. 17 March, 2022 Prev Page 29 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 Throughout April, gold remained among the best performing assets in 2022 up 5% in US dollar terms – yet it ended the month 1.6% lower at US$1,911/oz. 6 May, 2022
UK pension funds and gold For a third consecutive year we partnered with Pensions Age to survey UK pension professionals about their views on gold and whether it features in their asset allocation. 4 May, 2022
The Case for Gold in DC Asset Allocations The traditional Defined Contribution (DC) investment portfolio made up of equities and bonds has worked well for investors for a long time. For much of the last 15 years, the environment that has afforded this success has been driven by central bank actions such as ultra-low interest rates and quantitative easing. 20 April, 2022
Why should gold be included in an Australian super fund's portfolio? Geopolitical uncertainty, inflationary concerns and rising interest rates in key markets have impacted global financial markets in the first quarter. 13 April, 2022
Gold Market Commentary Gold rose for the second consecutive quarter in Q1, ending 8% higher at US$1,942/oz – its best quarterly performance since Q2 2020. 6 April, 2022
How does gold respond when US credit spreads widen? Authored by Johan Palmberg and Adam Perlaky: Gold tends to rally when credit spreads widen… …but that’s usually the case when the move in credit spreads is driven by broader systemic risks US spreads have only recently begun to widen. Should this environment of higher inflation and geopolitical tension draw itself out, widening spreads are likely to signal further support to gold 31 March, 2022
Stagflation strikes back Authored by Krishan Gopaul and Johan Palmberg The risk of stagflation has increased materially since we addressed the topic last year Europe appears to be at greater risk than the US, due to higher exposure to soaring commodity prices and a weaker economic position, but alarm bells could soon ring across the Atlantic, too Year-to-date, gold has performed well, arguably reflecting the Ukraine crisis and the ongoing reflationary environment But should stagflation become widespread it could provide further support for gold as a diversifier and risk hedge 25 March, 2022
Stocks go down, bonds go... down? Authored by Louise Street and Johan Palmberg: The conventional wisdom that stocks and bonds are negatively correlated is a central component of most asset allocation strategies. But the correlation hasn’t always been negative – far from it, in fact – and there are increasing signs of strain in the relationship, prompting investors to ask: could the stock-bond correlation flip? In this blog, we consider that possibility, what it might mean for the average portfolio, and how gold could help to protect portfolio performance. 17 March, 2022
Gold Market Commentary
Throughout April, gold remained among the best performing assets in 2022 up 5% in US dollar terms – yet it ended the month 1.6% lower at US$1,911/oz.
UK pension funds and gold
For a third consecutive year we partnered with Pensions Age to survey UK pension professionals about their views on gold and whether it features in their asset allocation.
The Case for Gold in DC Asset Allocations
The traditional Defined Contribution (DC) investment portfolio made up of equities and bonds has worked well for investors for a long time. For much of the last 15 years, the environment that has afforded this success has been driven by central bank actions such as ultra-low interest rates and quantitative easing.
Why should gold be included in an Australian super fund's portfolio?
Geopolitical uncertainty, inflationary concerns and rising interest rates in key markets have impacted global financial markets in the first quarter.
Gold Market Commentary
Gold rose for the second consecutive quarter in Q1, ending 8% higher at US$1,942/oz – its best quarterly performance since Q2 2020.
How does gold respond when US credit spreads widen?
Authored by Johan Palmberg and Adam Perlaky:
Stagflation strikes back
Authored by Krishan Gopaul and Johan Palmberg
Stocks go down, bonds go... down?
Authored by Louise Street and Johan Palmberg: The conventional wisdom that stocks and bonds are negatively correlated is a central component of most asset allocation strategies. But the correlation hasn’t always been negative – far from it, in fact – and there are increasing signs of strain in the relationship, prompting investors to ask: could the stock-bond correlation flip? In this blog, we consider that possibility, what it might mean for the average portfolio, and how gold could help to protect portfolio performance.