Goldhub Research Investment Commentary Latest issue Investment Commentary Read the latest report Gold, inflation and pork in China Inflation is on the rise in China, reaching 2.8% in August 2019, the highest in 18 months; leading economists expect it to rise further by the end of the year African swine flu has wiped out a third of China’s pig livestock since last August, contributing substantially to the rising inflation Looking back at history, when inflation rose above 3% the nominal return of the local gold price has averaged 17% 2 October, 2019 Gold breaks 50-day moving average and key support level 30 September, 2019 Takeaways from the Shenzhen Jewellery Fair 2019 I was in Shenzhen earlier this month attending various events held by major jewellers and industry bodies such as the Shenzhen Gold and Jewellery Association. Attracting around 2,300 Chinese jewellers, the Shenzhen International Jewellery Fair 2019 is China’s leading jewellery conference and exhibition, showcasing cutting-edge innovations and exciting developments in China’s jewellery market. 25 September, 2019 Gold skew is at all-time 'cheapness' highlighting bullish sentiment Gold rallied on Friday following the LBMA fix which left the fix price flat on the week and XAU higher (XAU +2%, LBMA -0.1%) as yields fell following the Fed rate cut which left the market thinking the ‘organic growth’ Powell discussed could represent future QE. 23 September, 2019 First Eagle on the outlook for gold On 17 September, independent asset management firm First Eagle outlined the benefits that it believes gold and gold mining stocks can bring to an investment portfolio. Today, First Eagle discusses gold’s role in detail and assesses the current drivers for performance. 18 September, 2019 First Eagle on the outlook for gold In part two of this interview, First Eagle's Thomas Kertsos discusses gold’s role in detail and assesses the current drivers for performance. 18 September, 2019 First Eagle Investment Management on gold’s contribution to an investment portfolio First Eagle Investment Management is an independent firm with more than US$100 billion (bn) of assets under management and a heritage dating to 1864. Committed to prudent stewardship of clients’ assets, First Eagle believes that gold and gold-mining stocks can play a unique role as a potential hedge in investment portfolios. Thomas Kertsos, co-portfolio manager of the First Eagle Gold Fund, explains why in part one of a two-part interview; part two of this interview will be published 18 September. 17 September, 2019 Oil price jump highlights gold’s lower volatility In our recently published report Gold: the most effective commodity investment, we looked at how gold is under-represented in the commodity indices investors often use to gain exposure. This can have unintended consequences on portfolio performance, especially when other commodities – such as oil – can have significantly different characteristics than gold. 17 September, 2019 Prev Page 48 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, inflation and pork in China Inflation is on the rise in China, reaching 2.8% in August 2019, the highest in 18 months; leading economists expect it to rise further by the end of the year African swine flu has wiped out a third of China’s pig livestock since last August, contributing substantially to the rising inflation Looking back at history, when inflation rose above 3% the nominal return of the local gold price has averaged 17% 2 October, 2019
Takeaways from the Shenzhen Jewellery Fair 2019 I was in Shenzhen earlier this month attending various events held by major jewellers and industry bodies such as the Shenzhen Gold and Jewellery Association. Attracting around 2,300 Chinese jewellers, the Shenzhen International Jewellery Fair 2019 is China’s leading jewellery conference and exhibition, showcasing cutting-edge innovations and exciting developments in China’s jewellery market. 25 September, 2019
Gold skew is at all-time 'cheapness' highlighting bullish sentiment Gold rallied on Friday following the LBMA fix which left the fix price flat on the week and XAU higher (XAU +2%, LBMA -0.1%) as yields fell following the Fed rate cut which left the market thinking the ‘organic growth’ Powell discussed could represent future QE. 23 September, 2019
First Eagle on the outlook for gold On 17 September, independent asset management firm First Eagle outlined the benefits that it believes gold and gold mining stocks can bring to an investment portfolio. Today, First Eagle discusses gold’s role in detail and assesses the current drivers for performance. 18 September, 2019
First Eagle on the outlook for gold In part two of this interview, First Eagle's Thomas Kertsos discusses gold’s role in detail and assesses the current drivers for performance. 18 September, 2019
First Eagle Investment Management on gold’s contribution to an investment portfolio First Eagle Investment Management is an independent firm with more than US$100 billion (bn) of assets under management and a heritage dating to 1864. Committed to prudent stewardship of clients’ assets, First Eagle believes that gold and gold-mining stocks can play a unique role as a potential hedge in investment portfolios. Thomas Kertsos, co-portfolio manager of the First Eagle Gold Fund, explains why in part one of a two-part interview; part two of this interview will be published 18 September. 17 September, 2019
Oil price jump highlights gold’s lower volatility In our recently published report Gold: the most effective commodity investment, we looked at how gold is under-represented in the commodity indices investors often use to gain exposure. This can have unintended consequences on portfolio performance, especially when other commodities – such as oil – can have significantly different characteristics than gold. 17 September, 2019
Gold, inflation and pork in China
Gold breaks 50-day moving average and key support level
Takeaways from the Shenzhen Jewellery Fair 2019
I was in Shenzhen earlier this month attending various events held by major jewellers and industry bodies such as the Shenzhen Gold and Jewellery Association.
Attracting around 2,300 Chinese jewellers, the Shenzhen International Jewellery Fair 2019 is China’s leading jewellery conference and exhibition, showcasing cutting-edge innovations and exciting developments in China’s jewellery market.
Gold skew is at all-time 'cheapness' highlighting bullish sentiment
Gold rallied on Friday following the LBMA fix which left the fix price flat on the week and XAU higher (XAU +2%, LBMA -0.1%) as yields fell following the Fed rate cut which left the market thinking the ‘organic growth’ Powell discussed could represent future QE.
First Eagle on the outlook for gold
On 17 September, independent asset management firm First Eagle outlined the benefits that it believes gold and gold mining stocks can bring to an investment portfolio. Today, First Eagle discusses gold’s role in detail and assesses the current drivers for performance.
First Eagle on the outlook for gold
In part two of this interview, First Eagle's Thomas Kertsos discusses gold’s role in detail and assesses the current drivers for performance.
First Eagle Investment Management on gold’s contribution to an investment portfolio
Oil price jump highlights gold’s lower volatility
In our recently published report Gold: the most effective commodity investment, we looked at how gold is under-represented in the commodity indices investors often use to gain exposure. This can have unintended consequences on portfolio performance, especially when other commodities – such as oil – can have significantly different characteristics than gold.