Featured Report
India’s gold market: evolution and innovation
In 2015 India was the world’s fast growing economy; in recent years millions have been lifted out of poverty and India’s middle class has swelled. This is important because our econometric analysis indicates income growth drives gold demand.
The gold market in 2017
In 2016, investors around the world returned in large numbers to the gold market, as a combination of macroeconomic drivers and pent up demand kept interest in gold high. As we start the new year, there are some concerns that US dollar strength may limit gold’s appeal.
The global investment market: new perspectives on consumer behaviour
The global gold bar and coin market has boomed in the past 10 years. Several factors have underpinned this growth, perhaps the most important being that successive financial crises have tested investors’ faith in governments, banks, monetary policies and fiat currencies around the world.
Market Update: Gold breaches US$1,300/oz on Trump victory
Financial markets have fallen sharply in response to Donald Trump’s election as the 45th President of the United States. Equity markets are down notably in Asian and early European trading.
Market Update: Gold price rallies ahead of US election
On November 2, 2016 the gold price broke above US$1,300/oz for the first time since early October, as the surprise announcement last Friday October 28th by the FBI relating to Clinton’s email probe, injected a new wave of uncertainty into the presidential election.
India’s gold investment evolution - Indian Gold Coin: An introduction to branded gold coins
Gold coins are intrinsic to gold demand, not just in India, but across the world. In most countries that have an affinity with gold however, that relationship is symbolised by a sovereign gold coin.
Market Update: Failed monetary policies lift gold
The gold price breached US$1,360/oz for a second time in 2016, as investors are starting to lose confidence in the effectiveness of unconventional monetary policies.
Market Update: Gold in a world of negative interest rates
We have entered a new and unprecedented phase in monetary policy. Central banks in Europe and Japan have now implemented Negative Interest Rate Policies (NIRP) to counteract deflationary pressures and, in some cases, currency appreciation.
Investment Commentary: 2015 review and 2016 outlook
This latest edition of our Investment Commentary examines gold’s performance in 2015 and explores the factors that may influence gold in 2016.
Market Commentary - July 2015
On Monday 20th July the gold price fell sharply, dropping 4.3% from its Friday closing price. This note explains what happened and counters some misconceptions.
