Legendary investor Warren Buffett’s much-quoted dismissal of the investment merits of gold is simple: the metal is “neither of much use nor procreative.” But the Oracle of Omaha has got this wrong. We believe that contrary to Warren Buffett’s complaints
In maart dit jaar publiceerde de Nederlandse Researcher @100trillionUSD het, ondertussen baanbrekende, rapport “Modeling Bitcoin’s Value with Scarcity”. Dit onderzoek gaat in op de relatie tussen de prijs en schaarste (stock to flow) bij Bitcoin. Wat is er zo speciaal
The stock-to-flow approach originating in commodity-market analysis serves to quantify the “hardness” of an asset. Applied to Bitcoin, an unusually strong correlation emerges between the market value of this cryptocurrency and the ratio between existing stockpiles of Bitcoin (“stock”) and
Onzekerheid troef terwijl de goudprijs recordhoogtes bereikt De handelsspanningen zijn handelsoorlogen geworden en de handelsoorlogen dreigen valuta-oorlogen te worden. Op 26 augustus bereikte de goudprijs zijn hoogste punt in zes jaar: 1.555 USD per ounce. De markten reageerden hiermee op
Na rally staat Goud op hoogste koers in zes jaar tijd Sinds de opmars vanaf augustus vorig jaar bereikte Goud na de “doorbraak” van USD 1400 de hoogste koers in zes jaar tijd. Alhoewel wij bij OpinioPro niet al te
In this chart of the month the multi-asset team asks whether gold could once again become the main hedge of choice as negatively yielding debt becomes increasingly common.
Gold prices have rallied by 17% this year. On 21 June our year-end forecast of USD 1,400 per ounce was reached and on 5 August our year-end 2020 forecast of USD 1,500 was also reached. We had expected higher gold
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
Chris explains the pros and cons of holding some gold as part of a multi asset portfolio. The recent uptick in geopolitical tensions and concerns over a potential growth slowdown has pushed an ancient metal back into the spotlight: gold.
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
Risk management remains a priority in view of the mixed economic and consumer data in the US. Find out what investors could focus on.
Deze week in "Multi-Asset Solutions Weekly Strategy Report" van @JPMorganAM een helder plaatje dat #EmergingMarketDebt toch wel heel mooi in een multi-asset portfolio past. Maar het is ook een beetje #confirmationbias 😀-> https://t.co/7b6yAG8Wv4 #assetallocation via
@Opinio_Pro
In Emerging Markets, Does It Pay to Worry About ESG Factors? ->https://t.co/Hca0PmObIB #emergingmarkets #equity #esg via @TRowePrice
Cyber Monday: 4 reasons online sales are surging -> https://t.co/8pxHju7Ins #technology #cyber #BlackFriday via @AXAIM
Lower credit risk observed in sectors that are positively aligned with the SDGs -> https://t.co/fMx3Xawo2A #fixedincome #Credit #SDGs #ESG #SRI via @Robeco @Robeco_Prof_NL
