Goldhub Research Investment Commentary Latest issue Investment Commentary Read the latest report Gold ETF outflows continue, but slow with gold price strength Global gold ETFs lost 18.3t tonnes (t) (-US$1.1bn, -0.5% AUM) in April, marking outflows for five of the past six months. However, global outflows slowed significantly, as European funds added assets for the first time since January. Global assets under management (AUM) stand at 3,567t (US$203.0bn), after slipping below $200bn for the first time in over a year during March. Since the peak asset levels in November 2020, gold ETF AUM has fallen nearly 14%, with 8% coming from outflows and 6% coming from the gold price selloff in US dollar terms. 6 May, 2021 Pensions Age: Shifting approach to pension fund strategies an opportunity for gold This article for Pensions Age reviews the key findings from a recent World Gold Council/Pensions Age poll and highlights why gold might provide an answer. 4 May, 2021 Gold can benefit from heightened level of savings While risk and uncertainty may be lower, the potential impact on gold is a little more nuanced than some investors might realise. So, how might this increased stock of savings impact gold then? Well, for this we can look to gold’s dual nature, both as an investment and a consumer good... 27 April, 2021 Investment Update - Beyond CPI: Gold as a strategic inflation hedge Inflation has emerged as a primary concern for investors. On balance, arguments for ‘uncomfortably high’ US inflation seem to outnumber those against, at least in the near term. 21 April, 2021 Investment Update: Rates pose risks but also unlock opportunities for gold After a strong 2020 performance where the price rallied 25% in US dollar terms in an environment where rates fell, gold has been much weaker during 2021, down 5% year-to-date with rising rates. 21 April, 2021 Strategic Edge Video Series: James Steel of HSBC Bank In the latest video from our Strategic Edge series, James Steel, Chief Precious Metals Analyst at HSBC Bank, joined our Global Head of Research, Juan Carlos Artigas to discuss market dynamics impacting gold performance. 15 April, 2021 Security and protection motives underpin strong physical gold demand Our consumer research data shows that, globally, almost two thirds of retail investors say that owning gold makes them feel secure over the long term. Still more see it as a good safeguard against inflation and currency fluctuations – a fact that is increasingly relevant in the current environment 12 April, 2021 Strategic Edge Video Series: George Cheveley of Ninety One In the inaugural segment of our new Strategic Edge video series, our Chief Market Strategist, John Reade, talks to George Cheveley, Global Gold Strategist at Ninety One, about the state of the gold market. 8 April, 2021 Prev Page 37 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 ETF outflows continue, but slow with gold price strength Global gold ETFs lost 18.3t tonnes (t) (-US$1.1bn, -0.5% AUM) in April, marking outflows for five of the past six months. However, global outflows slowed significantly, as European funds added assets for the first time since January. Global assets under management (AUM) stand at 3,567t (US$203.0bn), after slipping below $200bn for the first time in over a year during March. Since the peak asset levels in November 2020, gold ETF AUM has fallen nearly 14%, with 8% coming from outflows and 6% coming from the gold price selloff in US dollar terms. 6 May, 2021
Pensions Age: Shifting approach to pension fund strategies an opportunity for gold This article for Pensions Age reviews the key findings from a recent World Gold Council/Pensions Age poll and highlights why gold might provide an answer. 4 May, 2021
Gold can benefit from heightened level of savings While risk and uncertainty may be lower, the potential impact on gold is a little more nuanced than some investors might realise. So, how might this increased stock of savings impact gold then? Well, for this we can look to gold’s dual nature, both as an investment and a consumer good... 27 April, 2021
Investment Update - Beyond CPI: Gold as a strategic inflation hedge Inflation has emerged as a primary concern for investors. On balance, arguments for ‘uncomfortably high’ US inflation seem to outnumber those against, at least in the near term. 21 April, 2021
Investment Update: Rates pose risks but also unlock opportunities for gold After a strong 2020 performance where the price rallied 25% in US dollar terms in an environment where rates fell, gold has been much weaker during 2021, down 5% year-to-date with rising rates. 21 April, 2021
Strategic Edge Video Series: James Steel of HSBC Bank In the latest video from our Strategic Edge series, James Steel, Chief Precious Metals Analyst at HSBC Bank, joined our Global Head of Research, Juan Carlos Artigas to discuss market dynamics impacting gold performance. 15 April, 2021
Security and protection motives underpin strong physical gold demand Our consumer research data shows that, globally, almost two thirds of retail investors say that owning gold makes them feel secure over the long term. Still more see it as a good safeguard against inflation and currency fluctuations – a fact that is increasingly relevant in the current environment 12 April, 2021
Strategic Edge Video Series: George Cheveley of Ninety One In the inaugural segment of our new Strategic Edge video series, our Chief Market Strategist, John Reade, talks to George Cheveley, Global Gold Strategist at Ninety One, about the state of the gold market. 8 April, 2021
Gold ETF outflows continue, but slow with gold price strength
Global gold ETFs lost 18.3t tonnes (t) (-US$1.1bn, -0.5% AUM) in April, marking outflows for five of the past six months. However, global outflows slowed significantly, as European funds added assets for the first time since January. Global assets under management (AUM) stand at 3,567t (US$203.0bn), after slipping below $200bn for the first time in over a year during March. Since the peak asset levels in November 2020, gold ETF AUM has fallen nearly 14%, with 8% coming from outflows and 6% coming from the gold price selloff in US dollar terms.
Pensions Age: Shifting approach to pension fund strategies an opportunity for gold
Gold can benefit from heightened level of savings
Investment Update - Beyond CPI: Gold as a strategic inflation hedge
Inflation has emerged as a primary concern for investors. On balance, arguments for ‘uncomfortably high’ US inflation seem to outnumber those against, at least in the near term.
Investment Update: Rates pose risks but also unlock opportunities for gold
After a strong 2020 performance where the price rallied 25% in US dollar terms in an environment where rates fell, gold has been much weaker during 2021, down 5% year-to-date with rising rates.
Strategic Edge Video Series: James Steel of HSBC Bank
Security and protection motives underpin strong physical gold demand
Strategic Edge Video Series: George Cheveley of Ninety One