Published:
Gold Demand Trends Q3 2019
Surge in ETF inflows supports Q3 gold demand growth. Gold demand grew modestly to 1,107.9t in Q3 thanks to the largest ETF inflows since Q1 2016
Sectors: Supply, Gold production, Recycling, Demand, Jewellery, Investment, Technology, Central banks/official inst.
Published:
The need for bullion banking in India
The global bullion banking industry is large and well-established with annual revenues estimated at more than US$1.5bn. The market includes both international banks and smaller local players.
Sectors: Market insights, Demand, Investment, Central banks/official inst.
Published:
Investment Update: It may be time to replace bonds with gold
Re-optimising portfolio structures for lower future expected bond returns suggests investors should consider an additional 1%-1.5% gold exposure in diversified portfolios.
Sectors: Supply, Demand, Investment
Published:
Gold-backed ETFs holdings hit record highs in September
Holdings in global gold-backed ETFs and similar products rose by 69 tonnes(t) to 2,440t in 2018, equivalent to US$3.4bn of inflows. Global gold-backed ETFs grew 3% in 2018, driven by strong growth in European funds and increased global inflows during December.** This is the first time since 2012 that the value of total gold-backed ETF holdings has finished the year above US$100bn.
Sectors: Demand, Investment
Published:
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.
Sectors: Investment
Published:
First Eagle Investment Management on gold’s contribution to an investment portfolio
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.
Sectors: Investment
Published:
Gold: the most effective commodity investment
Why it is under-represented in commodity indices, under-invested and the potential impact on your portfolio
Sectors: Investment
Published:
Gold and emerging markets
Sectors: Market insights, Investment, Central banks/official inst.
Published:
Gold-backed ETFs added 122t or 5% of AUM in August
Holdings in global gold-backed ETFs and similar products rose by 69 tonnes(t) to 2,440t in 2018, equivalent to US$3.4bn of inflows. Global gold-backed ETFs grew 3% in 2018, driven by strong growth in European funds and increased global inflows during December.** This is the first time since 2012 that the value of total gold-backed ETF holdings has finished the year above US$100bn.
Sectors: Demand, Investment
Published:
How I value gold
Many investors buy gold instinctively, as a long-term store of value. Charlie Morris, Head of Multi-Asset at UK investment manager Atlantic House Fund Management, has devised a more conventional way of assessing gold - using a tried and tested model.
Sectors: Investment
