Published:
Gold mid-year outlook 2020
Our new gold market outlook examines how the combination of high risk, low opportunity cost and positive price momentum looks set to support gold investment and offset weakness in consumption from an economic contraction.
Sectors: Market insights
Published:
Gold market supply chain shows resilience amid disruption
The gold supply chain is truly global. Gold is mined on every continent except Antarctica, refined into bars and coins in numerous countries, and distributed far and wide. This geographical dispersion not only brings stability to the gold market, it is also necessary to satisfy demand.
Sectors: Supply, Gold production, Recycling
Published:
The relevance of gold as a strategic asset 2020 - Japan edition
Gold benefits from diverse sources of demand: as an investment, a reserve asset, a luxury good and a technology component. It is highly liquid, no one’s liability, carries no credit risk, and is scarce, historically preserving its value over time.
Sectors: Investment
Published:
The relevance of gold as a strategic asset 2020 - China Edition
Gold benefits from diverse sources of demand: as an investment, a reserve asset, a luxury good and a technology component. It is highly liquid, no one’s liability, carries no credit risk, and is scarce, historically preserving its value over time.
Sectors: Investment
Published:
Gold and central bank reserve management during the Covid-19 pandemic
Central bank reserves are typically constructed according to three guiding principles: safety, liquidity and return. The Covid-19 pandemic has reinforced the significance of these principles and, by extension, the importance of smart and sustainable reserve management.
Sectors: Central banks/official inst.
Published:
Investment Update: COVID-19: potential impact on the global economy and gold performance
The COVID pandemic and the ensuing economic lockdowns around the world have slashed global growth forecasts in 2020, but expectations of the speed of the economic recovery are quite varied. We analyse the potential performance of gold across four hypothetical scenarios provided by Oxford Economics.
Sectors: Investment
Published:
Gold Demand Trends Q1 2020
The global COVID-19 pandemic fuelled safe-haven investment demand for gold, offsetting marked weakness in consumer-focused sectors of the market.
Sectors: Market insights, Supply, Gold production, Recycling, Demand, Jewellery, Investment, Technology, Central banks/official inst.
Published:
Investment Update: Gold, an efficient hedge
The benefits of certain portfolio hedges came into clear focus during the 2008-2009 financial crisis and did so again during the subsequent European sovereign debt crisis, the 2018 December stock market pullback and the most recent COVID-19 pandemic.
Sectors: Market insights, Investment
Published:
Investment Update: Gold prices swing as markets sell off
We believe that the recent volatility in the gold price was driven by massive liquidations across all assets and likely magnified by leveraged positions and rule-based trading.
Sectors: Market insights, Investment
Published:
Gold Demand Trends Full year and Q4 2019
Gold demand fell 1% in 2019 as a huge rise in investment flows into ETFs and similar products was matched by the price-driven slump in consumer demand.
Sectors: Market insights, Supply, Gold production, Recycling, Demand, Jewellery, Investment, Technology, Central banks/official inst.