Goldhub Research Investment Commentary Latest issue Investment Commentary Read the latest report Gold Market Commentary A sharp rise in US interest rates and a stronger dollar have weighed on gold recently. But a rebound in economic activity and a lower gold price have provided opportunities for consumers and strategic investors alike. 8 April, 2021 Gold, commodities and reflation Is the current commodity rally just another reflationary episode or something more pervasive? Recent market moves in commodities rank in the top 5% of six-month moves since 1971. Gold's weak performance so far is consistent with previous reflationary episodes – its time to shine may yet come. 26 March, 2021 The low-return environment in Australia and gold’s role In historical periods of economic contraction and low rates, gold has generated relatively attractive returns compared to stocks and bonds, and improved risk-adjusted returns for Australian investors. 24 March, 2021 Executive Programme Virtual Modules: Gold as a Reserve Asset In anticipation of our upcoming virtual Executive Programme for central banks and official institutions, we are launching a series of videos which review some of the core components of the Programme. Watch the first video here, which reviews the central bank case for gold. 23 March, 2021 Webinar: Hedging risk while driving returns in a low rate environment We recently hosted a conversation with Institutional Investor and Ned Naylor-Leyland, Jupiter Asset Management’s Head of Gold and Silver, to discuss gold performance in the current rate environment and the broader outlook for 2021. 4 March, 2021 Short-term gold model: interest rates ignite prices in 2021 Our analysis indicates that over the past year, gold’s sensitivity to interest rates, accounting for other factors, has risen more than four-fold 4 March, 2021 Gold is moving with rates Interest rates have been a key driver for gold in both 2020 and 2021. As interest rates have moved higher, the gold price has decreased… but higher inflation expectations may provide some support for gold. 25 February, 2021 SPS virtual conference: Gold's role in a portfolio Watch this presentation on gold’s key attributes, sources of demand, and key takeaways from our Gold Market Outlook 2021 23 February, 2021 Prev Page 38 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 A sharp rise in US interest rates and a stronger dollar have weighed on gold recently. But a rebound in economic activity and a lower gold price have provided opportunities for consumers and strategic investors alike. 8 April, 2021
Gold, commodities and reflation Is the current commodity rally just another reflationary episode or something more pervasive? Recent market moves in commodities rank in the top 5% of six-month moves since 1971. Gold's weak performance so far is consistent with previous reflationary episodes – its time to shine may yet come. 26 March, 2021
The low-return environment in Australia and gold’s role In historical periods of economic contraction and low rates, gold has generated relatively attractive returns compared to stocks and bonds, and improved risk-adjusted returns for Australian investors. 24 March, 2021
Executive Programme Virtual Modules: Gold as a Reserve Asset In anticipation of our upcoming virtual Executive Programme for central banks and official institutions, we are launching a series of videos which review some of the core components of the Programme. Watch the first video here, which reviews the central bank case for gold. 23 March, 2021
Webinar: Hedging risk while driving returns in a low rate environment We recently hosted a conversation with Institutional Investor and Ned Naylor-Leyland, Jupiter Asset Management’s Head of Gold and Silver, to discuss gold performance in the current rate environment and the broader outlook for 2021. 4 March, 2021
Short-term gold model: interest rates ignite prices in 2021 Our analysis indicates that over the past year, gold’s sensitivity to interest rates, accounting for other factors, has risen more than four-fold 4 March, 2021
Gold is moving with rates Interest rates have been a key driver for gold in both 2020 and 2021. As interest rates have moved higher, the gold price has decreased… but higher inflation expectations may provide some support for gold. 25 February, 2021
SPS virtual conference: Gold's role in a portfolio Watch this presentation on gold’s key attributes, sources of demand, and key takeaways from our Gold Market Outlook 2021 23 February, 2021
Gold Market Commentary
A sharp rise in US interest rates and a stronger dollar have weighed on gold recently. But a rebound in economic activity and a lower gold price have provided opportunities for consumers and strategic investors alike.
Gold, commodities and reflation
The low-return environment in Australia and gold’s role
Executive Programme Virtual Modules: Gold as a Reserve Asset
Webinar: Hedging risk while driving returns in a low rate environment
Short-term gold model: interest rates ignite prices in 2021
Gold is moving with rates
SPS virtual conference: Gold's role in a portfolio