Goldhub Research Investment Commentary Latest issue Investment Commentary Read the latest report Rethink, Rebalance, Reset: Institutional Portfolio Strategies for the Post-Pandemic Period As the global economy emerges from an unprecedented shutdown, both policymakers and investors are operating in uncharted territory. To better understand investor strategies during this important transitional period, we interviewed approximately 500 institutional investors around the world about their portfolios, allocations and views on markets, gold and other individual asset classes. 8 July, 2021 Strategic Edge Video Series: Bob Haber of Proficio Capital Partners Bob Haber, Founder, Partner and CIO at Proficio Capital Partners joins us for this edition of our Strategic Edge video series. Watch now for his investment insights, in conversation with Joe Cavatoni, our Head of Americas. 7 July, 2021 Watch: Spotlight on Alternatives webinar I was pleased to speak at Fund Selector Asia's recent Spotlight on Alternatives virtual event. Watch the replay to hear my perspective on topics including: gold's characteristics, and why they may be attractive to investors in alternative assets, what makes gold a strategic asset and the drivers of gold performance. 1 July, 2021 Drivers of the sharp fall in the Shanghai-London gold price spread in June and outlook The Shanghai-London gold price spread again turned negative in June after being positive since early 2021, falling to -US$6.7/oz on 2 June and remaining negative most days during the month. 28 June, 2021 Strategic Edge Video Series: Alasdair McKinnon of The Scottish Investment Trust Joining us for this episode in our Strategic Edge video series is Alasdair McKinnon, Manager at The Scottish Investment Trust, in conversation with John Reade, our Chief Market Strategist. 24 June, 2021 Sharp gold selloff, but bullish activity could suggest a bottom Gold’s price has dropped by almost 7% since the end of May. Most of the move can be attributed to an increase in interest rates following last week’s US Federal Reserve (Fed) FOMC meeting. Gold’s reaction is not surprising given that it has experienced higher sensitivity to interest rates over the past year 23 June, 2021 Strategic Edge Video Series: Celia Dallas of Cambridge Associates Celia Dallas, Chief Investment Strategist at Cambridge Associates, is the latest industry expert to join us for our Strategic Edge Video series. In a dynamic discussion with our Head of Americas, Joe Cavatoni, she shares incisive and timely insights. 15 June, 2021 Basel III and the Gold Market As Basel III comes into force, we look at the impact of the Net Stable Funding Ratio (NSFR) on the gold market. There has been much debate about the implications of Basel III on the bullion industry. What is clear is that the under the current rules the cost to banks of holding gold on balance sheet will increase – the NSFR requires 85% of required stable funding. 7 June, 2021 Prev Page 35 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.
Rethink, Rebalance, Reset: Institutional Portfolio Strategies for the Post-Pandemic Period As the global economy emerges from an unprecedented shutdown, both policymakers and investors are operating in uncharted territory. To better understand investor strategies during this important transitional period, we interviewed approximately 500 institutional investors around the world about their portfolios, allocations and views on markets, gold and other individual asset classes. 8 July, 2021
Strategic Edge Video Series: Bob Haber of Proficio Capital Partners Bob Haber, Founder, Partner and CIO at Proficio Capital Partners joins us for this edition of our Strategic Edge video series. Watch now for his investment insights, in conversation with Joe Cavatoni, our Head of Americas. 7 July, 2021
Watch: Spotlight on Alternatives webinar I was pleased to speak at Fund Selector Asia's recent Spotlight on Alternatives virtual event. Watch the replay to hear my perspective on topics including: gold's characteristics, and why they may be attractive to investors in alternative assets, what makes gold a strategic asset and the drivers of gold performance. 1 July, 2021
Drivers of the sharp fall in the Shanghai-London gold price spread in June and outlook The Shanghai-London gold price spread again turned negative in June after being positive since early 2021, falling to -US$6.7/oz on 2 June and remaining negative most days during the month. 28 June, 2021
Strategic Edge Video Series: Alasdair McKinnon of The Scottish Investment Trust Joining us for this episode in our Strategic Edge video series is Alasdair McKinnon, Manager at The Scottish Investment Trust, in conversation with John Reade, our Chief Market Strategist. 24 June, 2021
Sharp gold selloff, but bullish activity could suggest a bottom Gold’s price has dropped by almost 7% since the end of May. Most of the move can be attributed to an increase in interest rates following last week’s US Federal Reserve (Fed) FOMC meeting. Gold’s reaction is not surprising given that it has experienced higher sensitivity to interest rates over the past year 23 June, 2021
Strategic Edge Video Series: Celia Dallas of Cambridge Associates Celia Dallas, Chief Investment Strategist at Cambridge Associates, is the latest industry expert to join us for our Strategic Edge Video series. In a dynamic discussion with our Head of Americas, Joe Cavatoni, she shares incisive and timely insights. 15 June, 2021
Basel III and the Gold Market As Basel III comes into force, we look at the impact of the Net Stable Funding Ratio (NSFR) on the gold market. There has been much debate about the implications of Basel III on the bullion industry. What is clear is that the under the current rules the cost to banks of holding gold on balance sheet will increase – the NSFR requires 85% of required stable funding. 7 June, 2021
Rethink, Rebalance, Reset: Institutional Portfolio Strategies for the Post-Pandemic Period
As the global economy emerges from an unprecedented shutdown, both policymakers and investors are operating in uncharted territory. To better understand investor strategies during this important transitional period, we interviewed approximately 500 institutional investors around the world about their portfolios, allocations and views on markets, gold and other individual asset classes.
Strategic Edge Video Series: Bob Haber of Proficio Capital Partners
Watch: Spotlight on Alternatives webinar
Drivers of the sharp fall in the Shanghai-London gold price spread in June and outlook
The Shanghai-London gold price spread again turned negative in June after being positive since early 2021, falling to -US$6.7/oz on 2 June and remaining negative most days during the month.
Strategic Edge Video Series: Alasdair McKinnon of The Scottish Investment Trust
Sharp gold selloff, but bullish activity could suggest a bottom
Gold’s price has dropped by almost 7% since the end of May. Most of the move can be attributed to an increase in interest rates following last week’s US Federal Reserve (Fed) FOMC meeting. Gold’s reaction is not surprising given that it has experienced higher sensitivity to interest rates over the past year
Strategic Edge Video Series: Celia Dallas of Cambridge Associates
Celia Dallas, Chief Investment Strategist at Cambridge Associates, is the latest industry expert to join us for our Strategic Edge Video series. In a dynamic discussion with our Head of Americas, Joe Cavatoni, she shares incisive and timely insights.
Basel III and the Gold Market
As Basel III comes into force, we look at the impact of the Net Stable Funding Ratio (NSFR) on the gold market.
There has been much debate about the implications of Basel III on the bullion industry. What is clear is that the under the current rules the cost to banks of holding gold on balance sheet will increase – the NSFR requires 85% of required stable funding.