Strategic Investment

The merits of gold as an investment receives a lot of attention. Investors and market commentators fervently debate whether it could or should be used to protect against inflation, to hedge US dollar exposure, or even tail risk events. And while there is enough literature for and against gold’s roles…

Gold should not be seen in isolation but as a strategic component in portfolios. It protects purchasing power and helps manage risk.

A new independent research report, The direct economic impact of gold, commissioned by the World Gold Council and produced PwC, reveals striking insights into the direct economic contribution of gold in the world’s major gold producing and consuming countries. This research is ground-breaking in the…

David Lamb, MD of Jewellery at the World Gold Council, discusses the PwC research and its relevance to the World Gold Council's jewellery campaigns and market development initiatives.

This new independent research report, The direct economic impact of gold, commissioned by the World Gold Council and produced by PricewaterhouseCoopers LLP, reveals striking insights into the direct economic contribution of gold in the world’s major gold- producing and consuming countries.

Terry Heymann, Director of the World Gold Council’s Gold for Development programme, and Jason Burkitt, UK Mining Leader, PwC, discuss the research and its findings, with an introduction by Aram Shishmanian, CEO, World Gold Council

Marcus Grubb, MD of Investment, discusses the relevance of the research findings to the investment market and the World Gold Council’s research programme.

As the US economy starts to show signs of rebalancing, paving the way for monetary policy normalisation, this paper explores the misconceptions surrounding the relationship gold has with interest rates.

This third edition of Gold Investor includes three papers: I. Gold and US interest rates: a reality check; II. What drives gold? Factors that influence the asset class and its role in a portfolio; III. The role of gold in defined-contribution plans: Mexico case study.

A good understanding of the factors influencing the performance of gold is a key challenge in grasping the core benefits of this asset class: a global inflation hedge, a risk-management vehicle and a source of capital preservation.

After an eventful quarter and some rooted misconceptions, the main question revolves around gold’s future and its role in an investment portfolio. Gold Investor Volume 3 shows that the strategic case of gold is as relevant as ever.