World Gold Council
In a deep dive into the fundamentals, the World Gold Council claims gold has a key role as a strategic long-term investment and as a mainstay allocation in a well-diversified portfolio
31st Mar 24, 10:16am
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In a deep dive into the fundamentals, the World Gold Council claims gold has a key role as a strategic long-term investment and as a mainstay allocation in a well-diversified portfolio
The World Gold Council says the gold price is at record highs from a weaker USD, higher risk and momentum, plus factors such as ‘technicals’ and over-the-counter activity all combining
16th Mar 24, 10:50am
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The World Gold Council says the gold price is at record highs from a weaker USD, higher risk and momentum, plus factors such as ‘technicals’ and over-the-counter activity all combining
The World Gold Council says that because the probability of a 2024 recession is not insignificant, there is a strong case for a strategic allocation of gold in a 2024 portfolio
28th Dec 23, 2:43pm
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The World Gold Council says that because the probability of a 2024 recession is not insignificant, there is a strong case for a strategic allocation of gold in a 2024 portfolio
Central banks gold buying maintained a historic pace but fell short of the Q3’22 record. Jewellery demand softened slightly in the face of high gold prices, while the investment picture was mixed.
4th Nov 23, 9:00am
Central banks gold buying maintained a historic pace but fell short of the Q3’22 record. Jewellery demand softened slightly in the face of high gold prices, while the investment picture was mixed.
The World Gold Council's Johan Palmberg finds that gold – likely via investor flows – responds to elevated geopolitical risk. But how long that lasts depends the follow-up economic consequences
22nd Oct 23, 6:00am
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The World Gold Council's Johan Palmberg finds that gold – likely via investor flows – responds to elevated geopolitical risk. But how long that lasts depends the follow-up economic consequences
The World Gold Council's asset allocation strategist says rushing back to cash is probably not a good idea as yields rise, and investors should remember the longer-term historical record of equities, bonds and gold
2nd Sep 23, 10:28am
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The World Gold Council's asset allocation strategist says rushing back to cash is probably not a good idea as yields rise, and investors should remember the longer-term historical record of equities, bonds and gold
Despite gold supply rising +7% and gold demand falling -2% in June from a year ago, gold prices were up +6% over the same period, the World Gold Council reports. Firmer jewelery and investment demand helped offset slower central bank buying
5th Aug 23, 10:21am
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Despite gold supply rising +7% and gold demand falling -2% in June from a year ago, gold prices were up +6% over the same period, the World Gold Council reports. Firmer jewelery and investment demand helped offset slower central bank buying
The World Gold Council says gold’s positive asymmetrical performance can be a valuable component to investors’ asset allocation toolkit. But it is wary of challenges if tightening continues for longer than expected or a soft landing is engineered
8th Jul 23, 9:30am
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The World Gold Council says gold’s positive asymmetrical performance can be a valuable component to investors’ asset allocation toolkit. But it is wary of challenges if tightening continues for longer than expected or a soft landing is engineered
The World Gold Council says 'recessions have been good for gold in the past' but notes the gold price has been rangebound and it will take a re-established link to the 10-year US TIP yield to regain any upward momentum
19th Jun 23, 10:29am
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The World Gold Council says 'recessions have been good for gold in the past' but notes the gold price has been rangebound and it will take a re-established link to the 10-year US TIP yield to regain any upward momentum
The World Gold Council presents an overview of the available above-ground stock of gold, the relative size of the financial gold market, and the composition of demand and supply that supports gold’s investment credentials
13th May 23, 9:40am
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The World Gold Council presents an overview of the available above-ground stock of gold, the relative size of the financial gold market, and the composition of demand and supply that supports gold’s investment credentials
After gold's disappointing 2022, the bears are out to play in 2023 and gold gets its highest monthly inflows of demand, and near its all-time high price. Growing systems risks add to gold's case, say the World Gold Council
7th Apr 23, 9:32am
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After gold's disappointing 2022, the bears are out to play in 2023 and gold gets its highest monthly inflows of demand, and near its all-time high price. Growing systems risks add to gold's case, say the World Gold Council
Despite a brutal few weeks of interest rate volatility, the structural dynamics pointing towards a low-growth, low-yield environment should also be supportive for gold, says Jeremy de Pessemier
25th Mar 23, 9:00am
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Despite a brutal few weeks of interest rate volatility, the structural dynamics pointing towards a low-growth, low-yield environment should also be supportive for gold, says Jeremy de Pessemier
Colossal central bank purchases at a 55-year high, aided by vigorous retail investor buying and slower ETF outflows, lifted annual gold demand to an 11-year high
1st Feb 23, 11:45am
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Colossal central bank purchases at a 55-year high, aided by vigorous retail investor buying and slower ETF outflows, lifted annual gold demand to an 11-year high
The World Gold Council notes that recessions are typically good for gold. It assesses the yellow metal's likely performance in 2023, for scenarios of falling inflation, recessions, geopolitical flareups, a China recovery, and pressures on commodities
8th Jan 23, 8:00am
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The World Gold Council notes that recessions are typically good for gold. It assesses the yellow metal's likely performance in 2023, for scenarios of falling inflation, recessions, geopolitical flareups, a China recovery, and pressures on commodities
Many investors feel that gold’s performance should be much stronger considering multi-decade high inflation across the world. Yet, what may not be evident to everyone is that gold has outperformed most major assets so far in 2022
26th Sep 22, 10:35am
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Many investors feel that gold’s performance should be much stronger considering multi-decade high inflation across the world. Yet, what may not be evident to everyone is that gold has outperformed most major assets so far in 2022
The World Gold Council's John Reade looks at the three underlying reasons gold has shed almost -6% in July alone
16th Jul 22, 1:35pm
The World Gold Council's John Reade looks at the three underlying reasons gold has shed almost -6% in July alone
The World Gold Council sees gold playing catchup as high inflation, uncertainty and volatility build the need for effective hedges. Higher interest rates and a stronger US dollar provide headwinds, but balance will be restored in the end
9th Jul 22, 9:59am
The World Gold Council sees gold playing catchup as high inflation, uncertainty and volatility build the need for effective hedges. Higher interest rates and a stronger US dollar provide headwinds, but balance will be restored in the end
More investors bought gold than cryptos in 2021. We are in another sharp retreating phase for cryptos just as inflation jumps. Louise Street says gold is doing its job as a safe-haven, and exhibiting its inflation hedging qualities
28th May 22, 10:46am
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More investors bought gold than cryptos in 2021. We are in another sharp retreating phase for cryptos just as inflation jumps. Louise Street says gold is doing its job as a safe-haven, and exhibiting its inflation hedging qualities
World Gold Council analysis shows that gold can help mitigate key risks by providing diversification that works, protection against high and extreme inflation, and enhancing risk-adjusted returns
24th Apr 22, 10:00am
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World Gold Council analysis shows that gold can help mitigate key risks by providing diversification that works, protection against high and extreme inflation, and enhancing risk-adjusted returns
Of the four business cycle phases since 1973, stagflation is the one that is most supportive for gold and conversely the worst for risk assets
26th Mar 22, 9:45am
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Of the four business cycle phases since 1973, stagflation is the one that is most supportive for gold and conversely the worst for risk assets
The World Gold Council's Louise Street wonders if we are about to see a return of the positive stock-bond relationship, arguably the most important input into asset allocation. When bonds aren't asymmetric, gold can provide the balance portfolios need
19th Mar 22, 9:48am
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The World Gold Council's Louise Street wonders if we are about to see a return of the positive stock-bond relationship, arguably the most important input into asset allocation. When bonds aren't asymmetric, gold can provide the balance portfolios need
The World Gold Council's updated monitoring of central bank gold activity shows they sold more than they bought in January. Most activity is by the central banks of autocracies
6th Mar 22, 1:18pm
The World Gold Council's updated monitoring of central bank gold activity shows they sold more than they bought in January. Most activity is by the central banks of autocracies
Highly liquid gold reacts positively to tail events linked to geopolitics and, despite price volatility, tended to keep those gains in the months following the initial event, or so says the World Gold Council
26th Feb 22, 4:53pm
Highly liquid gold reacts positively to tail events linked to geopolitics and, despite price volatility, tended to keep those gains in the months following the initial event, or so says the World Gold Council
What makes gold a strategic asset? It has diverse sources of demand: as an investment, a reserve asset, jewelry, and a technology component. It is highly liquid, no one’s liability, carries no credit risk, and is scarce, historically preserving its value
24th Jan 22, 9:30am
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What makes gold a strategic asset? It has diverse sources of demand: as an investment, a reserve asset, jewelry, and a technology component. It is highly liquid, no one’s liability, carries no credit risk, and is scarce, historically preserving its value
Despite coming rates hikes, real rates remain low. Rate hikes can create headwinds for gold, but history shows the impact is limited. High inflation and market pullbacks will sustain demand. Jewellery and central banks will give longer-term support
15th Jan 22, 1:41pm
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Despite coming rates hikes, real rates remain low. Rate hikes can create headwinds for gold, but history shows the impact is limited. High inflation and market pullbacks will sustain demand. Jewellery and central banks will give longer-term support