Goldhub Research Investment Commentary Latest issue Investment Commentary Read the latest report Why is gold different from other assets? An empirical investigation 2 March, 2010 Linking global money supply to gold and to future inflation Our analysis suggests, firstly that gold is a leading indicator of velocity and therefore inflation; secondly that despite of a large output gap around the world and anaemic economic recovery, investors are justified in their concern that quantitative easing policies, resulting in rapid money supply growth, will eventually lead to an increase in the velocity of money and inflation. 1 February, 2010 The Strategic Case for Gold - video A presentation by Natalie Dempster of the World Gold Council. 2 November, 2009 Gold as a tactical inflation hedge - video 26 August, 2009 The Golden Constant: The English and American Experience 25 August, 2009 Gold as a tactical inflation hedge and long-term strategic asset This report examines the relative performance of four traditional inflation hedges, namely TIPs, real estate, commodities, and gold over three historical periods. In two of these three scenarios, gold proved more effective than commodities, real estate and TIPS. The report also finds a strategic case for gold in the portfolio of an investor that already holds TIPS, thanks to the additional diversification benefits gold brings to a portfolio. 14 July, 2009 What Does a US Recession Imply for the Gold Price? A presentation by Natalie Dempster, Head of Investment, North Americas 20 March, 2009 Investing in Commodities – Benefits, Risks and Implementation: A Case Study on Missouri State Employees’ Retirement System 12 November, 2008 Prev Page 65 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.
Linking global money supply to gold and to future inflation Our analysis suggests, firstly that gold is a leading indicator of velocity and therefore inflation; secondly that despite of a large output gap around the world and anaemic economic recovery, investors are justified in their concern that quantitative easing policies, resulting in rapid money supply growth, will eventually lead to an increase in the velocity of money and inflation. 1 February, 2010
The Strategic Case for Gold - video A presentation by Natalie Dempster of the World Gold Council. 2 November, 2009
Gold as a tactical inflation hedge and long-term strategic asset This report examines the relative performance of four traditional inflation hedges, namely TIPs, real estate, commodities, and gold over three historical periods. In two of these three scenarios, gold proved more effective than commodities, real estate and TIPS. The report also finds a strategic case for gold in the portfolio of an investor that already holds TIPS, thanks to the additional diversification benefits gold brings to a portfolio. 14 July, 2009
What Does a US Recession Imply for the Gold Price? A presentation by Natalie Dempster, Head of Investment, North Americas 20 March, 2009
Investing in Commodities – Benefits, Risks and Implementation: A Case Study on Missouri State Employees’ Retirement System 12 November, 2008
Why is gold different from other assets? An empirical investigation
Linking global money supply to gold and to future inflation
Our analysis suggests, firstly that gold is a leading indicator of velocity and therefore inflation; secondly that despite of a large output gap around the world and anaemic economic recovery, investors are justified in their concern that quantitative easing policies, resulting in rapid money supply growth, will eventually lead to an increase in the velocity of money and inflation.
The Strategic Case for Gold - video
A presentation by Natalie Dempster of the World Gold Council.
Gold as a tactical inflation hedge - video
The Golden Constant: The English and American Experience
Gold as a tactical inflation hedge and long-term strategic asset
This report examines the relative performance of four traditional inflation hedges, namely TIPs, real estate, commodities, and gold over three historical periods. In two of these three scenarios, gold proved more effective than commodities, real estate and TIPS. The report also finds a strategic case for gold in the portfolio of an investor that already holds TIPS, thanks to the additional diversification benefits gold brings to a portfolio.
What Does a US Recession Imply for the Gold Price?
A presentation by Natalie Dempster, Head of Investment, North Americas
Investing in Commodities – Benefits, Risks and Implementation: A Case Study on Missouri State Employees’ Retirement System