Global Investment Views The journey from market complacency to awareness of fragilities is in full swing, and the market correction in May is part of that, as is the recent recovery fuelled by dovish Central Banks (CB). Aware investors should
Investment Highlights De week stond in het teken van centrale banken. ECB president Draghi zette dinsdag de toon met een toespraak tijdens de ECB-conferentie in Sintra. Hierin gaf hij aan dat de ECB nog genoeg munitie heeft en er alles
Na rally staat Goud op hoogste koers in een jaar tijd Sinds de opmars vanaf augustus vorig jaar bereikte Goud afgelopen week de hoogste koers van de afgelopen 12 maanden. Een niveau dat de afgelopen vijf jaar ook direct de
Precious Metals Watch Technical picture and the prospect of monetary policy easing are positive Trade war uncertainty could dent gold demand from China We keep our year-end forecast at USD 1,400 per ounce
Gold is becoming more mainstream. Since 2001, investment demand for gold worldwide has grown, on average, 15% per year. This has been driven in part by the advent of new ways to access the market, such as physical gold-backed exchange-traded
Digging for a solution to the gold mining reserve crisis The gold industry finds itself at an inflection point between the recent era of cost out initiatives and balance sheet deleveraging, and an increasing need to focus on growth and
Digging for a solution to the gold mining reserve crisis The gold industry finds itself at an inflection point between the recent era of cost out initiatives and balance sheet deleveraging, and an increasing need to focus on growth and
Investment insight Blue paper After a long lacklustre period during the 1980s and 1990s, the price of gold has picked up signifi cantly since the new millennium, and central banks, after having steadily reduced their allocation to gold, have resumed
Conclusion The asset class linked to gold is generally not the most attractive (no returns on metals, company dividends quite small) and is thus often limited to specialists or investors who have experienced serious financial crises and who understand the
Once again, political and economic uncertainty is pushing to the fore gold’s attractions as an investment haven. But this time investors wanting to allocate capital to the precious metal have a better option than just buying bullion bars or futures
“What if…?” One of the biggest mistakes an investor can make is to assume that the market is ‘crazy’ – or the predominant group of participants seemingly in control of a market are ‘nuts’. Why? Because as soon as you
Anyone with half an interest in the World Cup (plus the partners and families of those people) will know that as well as England making it through to Wednesday’s semifinal, the traditional big hitters (think Argentina, Brazil and Germany) have
Investment strategy third quarter 2018 Global growth remains well sustained and the business cycle is set to extend further. However, headwinds are firming up with growing political risks and tighter USD liquidity, a challenge to stretched valuations on many markets. On
Geo-politics and sanctions support commodities CRB Index has risen above the January 2018 high. The easing of trade tensions between the US and China has supported commodity prices. US sanctions on Russia have resulted in support for metal prices (aluminium,
Precious Metals Watch Gold prices have rallied by 3% year-to-date Gold prices have a tendency to have a good start of the year… …but this is not a guarantee for a positive year Gold prices look toppish around current levels…
Monthly Commodity Update …price outlook commodity markets The CRB index lost close to 8% over the past three months. Agri commodity prices (wheat, corn and soybeans) and some metals prices increased, while prices for other commodities witnessed pressure (especially oil, iron
Precious Metals Watch Hawkish central bank officials and higher US real yields have sent precious metal prices lower Gold, silver and platinum prices are close to the bottom in our view We have downgraded our gold, silver and platinum price
Can gold continue to rally in the face of rising rates? George Cheveley and Hanré Rossouw think so and caution against blindly accepting the received wisdom that rising rates mean falling gold. Gold: a wealth life raft? Gold has repeatedly
Currencies: Us Dollar Bar For Us Fx Intervention Remains High -> https://t.co/2ny01nTS55 #currency #China #tradewar via @PictetWM @PictetAM_NL
Long-term Equity Investments under Solvency II -> https://t.co/MDJWukfKfB #solvency2 #equity #europeancommission via @DWS_Group
2nd Quarter 2019 – Market Review and Outlook -> https://t.co/hrrxSjI1xr #outlook via @pgim
Blitzscale and Hope: Unicorns, IPOs and the Fear of Repeating the Late 1990s -> https://t.co/N6TXHvJWCS #unicorns #IPO via @epochinvest
Women in Private Equity July 2019 -> https://t.co/2M9Q2MOoyS #PrivateEquity
