Goldhub Research Investment Commentary Latest issue Investment Commentary Read the latest report Gold Market Commentary: Higher-for-longer, Inflation not growth In April, we saw strong buying from China and central banks, which resulted in gold reaching intra-month highs before pulling back by month-end. Looking forward, stagflation risks are on the rise as growth looks fragile and inflation remains problematic. 8 May, 2024 Gold Market Commentary: What’s the bull case at an ATH? Gold had a strong March, as futures investors and green shoots from US gold ETFs help drive prices to new all-time highs. 9 April, 2024 Gold Market Commentary: Select elections and Fed on a dime Gold continued its slow start, giving back 0.3% in February on a rise in risk appetite and Treasury yields. But a bounce in early March has seen gold hit a new ATH. A Fed meeting with new dot plots and Iranian parliamentary elections are events to watch in March, with monetary and geopolitical uncertainty high. 7 March, 2024 Why gold in 2024? Safeguarding investment portfolios With the soft-landing narrative on the ascendancy, optimism is high within capital markets today. But challenges are on the horizon. As such, we believe that investors should look closely at the portfolio benefits gold can bring. 1 March, 2024 Why gold in 2024? Safeguarding Indian portfolios Upbeat growth prospects for the global economy, led by the US are cause for optimism in the financial markets. However, challenges and risks prevail. As such, we believe that investors should look closely at the benefits gold can bring to their portfolios. 1 March, 2024 Gold Market Commentary: Inflation risks seep back in In January, gold gave back gains after hitting an all-time high at the close of 2023. Looking forward, hot US growth data may delay lower rates, but politics and geopolitics will likely maintain interest in gold. 7 February, 2024 Gold Market Commentary: Gold hit new highs in 2023 Central bank buying and elevated geopolitical risk helped gold prices rise 15% to reach new all-time highs in 2023. Looking forward, the lacklustre consensus outlook for gold in 2024 may be challenged by new geopolitical tensions and overexuberance regarding monetary policy. 10 January, 2024 Market Research: UK Spotlight on pension holders We surveyed 1,000 people in the UK to learn about retirement planning and, importantly, if gold could play a greater role in UK pensions. The results point towards a clear growth opportunity for gold ownership in the pension space. 13 December, 2023 Prev Page 8 of 67 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: Higher-for-longer, Inflation not growth In April, we saw strong buying from China and central banks, which resulted in gold reaching intra-month highs before pulling back by month-end. Looking forward, stagflation risks are on the rise as growth looks fragile and inflation remains problematic. 8 May, 2024
Gold Market Commentary: What’s the bull case at an ATH? Gold had a strong March, as futures investors and green shoots from US gold ETFs help drive prices to new all-time highs. 9 April, 2024
Gold Market Commentary: Select elections and Fed on a dime Gold continued its slow start, giving back 0.3% in February on a rise in risk appetite and Treasury yields. But a bounce in early March has seen gold hit a new ATH. A Fed meeting with new dot plots and Iranian parliamentary elections are events to watch in March, with monetary and geopolitical uncertainty high. 7 March, 2024
Why gold in 2024? Safeguarding investment portfolios With the soft-landing narrative on the ascendancy, optimism is high within capital markets today. But challenges are on the horizon. As such, we believe that investors should look closely at the portfolio benefits gold can bring. 1 March, 2024
Why gold in 2024? Safeguarding Indian portfolios Upbeat growth prospects for the global economy, led by the US are cause for optimism in the financial markets. However, challenges and risks prevail. As such, we believe that investors should look closely at the benefits gold can bring to their portfolios. 1 March, 2024
Gold Market Commentary: Inflation risks seep back in In January, gold gave back gains after hitting an all-time high at the close of 2023. Looking forward, hot US growth data may delay lower rates, but politics and geopolitics will likely maintain interest in gold. 7 February, 2024
Gold Market Commentary: Gold hit new highs in 2023 Central bank buying and elevated geopolitical risk helped gold prices rise 15% to reach new all-time highs in 2023. Looking forward, the lacklustre consensus outlook for gold in 2024 may be challenged by new geopolitical tensions and overexuberance regarding monetary policy. 10 January, 2024
Market Research: UK Spotlight on pension holders We surveyed 1,000 people in the UK to learn about retirement planning and, importantly, if gold could play a greater role in UK pensions. The results point towards a clear growth opportunity for gold ownership in the pension space. 13 December, 2023
Gold Market Commentary: Higher-for-longer, Inflation not growth
In April, we saw strong buying from China and central banks, which resulted in gold reaching intra-month highs before pulling back by month-end. Looking forward, stagflation risks are on the rise as growth looks fragile and inflation remains problematic.
Gold Market Commentary: What’s the bull case at an ATH?
Gold had a strong March, as futures investors and green shoots from US gold ETFs help drive prices to new all-time highs.
Gold Market Commentary: Select elections and Fed on a dime
Gold continued its slow start, giving back 0.3% in February on a rise in risk appetite and Treasury yields. But a bounce in early March has seen gold hit a new ATH. A Fed meeting with new dot plots and Iranian parliamentary elections are events to watch in March, with monetary and geopolitical uncertainty high.
Why gold in 2024? Safeguarding investment portfolios
With the soft-landing narrative on the ascendancy, optimism is high within capital markets today. But challenges are on the horizon. As such, we believe that investors should look closely at the portfolio benefits gold can bring.
Why gold in 2024? Safeguarding Indian portfolios
Upbeat growth prospects for the global economy, led by the US are cause for optimism in the financial markets. However, challenges and risks prevail. As such, we believe that investors should look closely at the benefits gold can bring to their portfolios.
Gold Market Commentary: Inflation risks seep back in
In January, gold gave back gains after hitting an all-time high at the close of 2023. Looking forward, hot US growth data may delay lower rates, but politics and geopolitics will likely maintain interest in gold.
Gold Market Commentary: Gold hit new highs in 2023
Central bank buying and elevated geopolitical risk helped gold prices rise 15% to reach new all-time highs in 2023. Looking forward, the lacklustre consensus outlook for gold in 2024 may be challenged by new geopolitical tensions and overexuberance regarding monetary policy.
Market Research: UK Spotlight on pension holders
We surveyed 1,000 people in the UK to learn about retirement planning and, importantly, if gold could play a greater role in UK pensions. The results point towards a clear growth opportunity for gold ownership in the pension space.