Research library

Marcus Grubb, Managing Director Investment Strategy, talks through the findings from the Q3 2014 Gold Demand Trends report.

Gold demand totalled 929t in the third quarter, which proved to be a generally subdued quarter for the gold market. Jewellery demand softened by 4% year-on-year, but the comparison continues to be heavily influenced by the events in 2013. 

This seventh edition of Gold Investor discusses gold’s positive link to economic growth, explore its value as a hedge in times of duress, and discuss the impact that ETFs have had on the gold market.

In 2013 China became the world’s largest gold market, accounting for around a third of global gold demand. By the end of 2017, we expect demand to have grown by at least a further 20%. Because of its sheer size and impact on the global gold market, China is really in the spotlight. 

Gold demand of 964t in the second quarter was, unsurprisingly, lower when compared with the exceptional upsurge in demand in Q2 2013. Jewellery demand weakened year-on-year, but the broad, 5-year uptrend remains intact. 

Marcus Grubb, Managing Director Investment Strategy, talks through the findings from the Q2 2014 Gold Demand Trends report.

The sixth edition of Gold Investor discusses gold’s role as a liquid alternative to stocks, bonds and cash, and highlights its ability to improve portfolio risk-adjusted returns for investors – even if they hold other alternative assets.
The latest edition (Volume 6, June 2014) includes three articles:
I. How gold improves alternative asset performance
II. Gold: metal by design, currency by nature
III. The most liquid of all ‘liquid alts’

The report examines the factors that have driven China’s rise to become the number one producer and consumer of gold since the market began liberalising in the late 1990s and consumers were first allowed to buy gold.

In this fifth edition of Gold Investor we analyse gold’s effectiveness as a risk mitigating strategy, particularly relevant in today’s interconnected global economy.
It includes three articles: I. Hedging EM risks? Think gold; II. Can gold replace bonds in balancing equity risk?; III. A perspective on gold as a hedge in an expanding financial system.