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Gold Compass: A Monthly Overview of Precious Metal Trends

Gold Compass: A Monthly Overview of Precious Metal Trends

🕔10:54, 24.May 2023

In the text, Alan Greenspan's opinion about gold's status as a primary global currency is highlighted. According to Greenspan, gold and silver stand out as they don't require a counterparty signature, which enhances their universality and independence from centralized institutions.

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Decoding the Gold Price Surge: Trends and Triggers in 2022

Decoding the Gold Price Surge: Trends and Triggers in 2022

🕔16:28, 19.May 2023

The article "Uncommon truths" delves into the question: Why is gold so expensive? It scrutinizes the high prices of gold, nearing long-term historical peaks, propped up by U.S. crises, inflation, geopolitics, and the decline of cryptocurrencies. Despite the rise in

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Assessing the Canadian Commodities Market: April 2023 Outlook

Assessing the Canadian Commodities Market: April 2023 Outlook

🕔08:48, 26.Apr 2023

Commodities Outlook for April 2023 The main theme of the text, titled "Commodities Outlook for April 2023 – Technical Note," is the BMO Capital Markets Commodity Price Index. This index provides an overview of the price movement of 20 crucial

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The Timeless Value of Gold: A Strategic Asset for Diverse Portfolios

The Timeless Value of Gold: A Strategic Asset for Diverse Portfolios

🕔10:14, 12.Apr 2023

The Relevance of Gold as a Strategic Asset Gold has always been considered a valuable asset, especially during periods of economic uncertainty. Its unique properties make it a strategic long-term investment and a key element of a well-diversified portfolio. As

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Why Is Gold Shining Again?

Why Is Gold Shining Again?

🕔08:18, 23.Mar 2023

Gold is a commodity priced in dollars. Like other commodities priced in dollars, the gold price is inversely correlated with the trade-weighted dollar (chart). The former has been rebounding since late last year as the dollar has been weakening on

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30 years of Gold Demand Trends

30 years of Gold Demand Trends

🕔11:48, 27.Feb 2023

A more diverse – and robust – market Over the past three decades the gold market has undergone extraordinary change. The structure and dynamics of demand and supply are vastly different from those of thirty years ago. Yet amid this

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The autumn hard vs. soft landing puzzle

The autumn hard vs. soft landing puzzle

🕔08:59, 27.Sep 2022

CROSS ASSET Investment Strategy  While a global recession may be avoided, we are likely to see growth deceleration and high inflation (higher cost of living) along with regional divergences. Thus, investors should consider moving to a more cautious stance on

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The gas crisis is coming to america

The gas crisis is coming to america

🕔12:53, 9.Aug 2022

Table of Contents The Gas Crisis is Coming to America The Commodity Bull Market has Just Begun Inflation and Magazine Covers Part III Market Commentary Out of Spare Capacity Catastrophic Agriculture Markets Russia and the Uranium Fuel Cycle The Time

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Stagflation 2.0

Stagflation 2.0

🕔14:26, 2.Aug 2022

Introduction: of Wolves and Bears “To ignore the warning signs and continue with the strategies of the past is to ignore the third, crucial cry of wolf.” Key Takeaways In our special analysis from the fall of 2020, "The Boy

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A few words from the real world

A few words from the real world

🕔08:15, 18.Jul 2022

“Gold and silver is money. Everything else is credit.” J.P. Morgan A few words from the real world I have just secured the mortgage on my new home. In the end, I opted for a loan which tracks 3-month EURIBOR

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Gold outlook to Q1 2023: Is gold returning from the alternate universe?

Gold outlook to Q1 2023: Is gold returning from the alternate universe?

🕔14:11, 23.May 2022

For most of the past year, gold has been ignoring the red-hot inflation that we have been living in. Our internal forecasts model indicates that gold, when factoring in a US inflation rate of 7.9% in February 2022, should be

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De-Risking Portfolio by Favoring Gold

De-Risking Portfolio by Favoring Gold

🕔12:24, 20.Apr 2022

Each month, the State Street Global Advisors’ Investment Solutions Group (ISG) meets to debate and ultimately determine a Tactical Asset Allocation (TAA) that can be used to help guide near-term investment decisions for client portfolios. By focusing on asset allocation,

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Wat betekent de Oekraïne-crisis voor de markten?

Wat betekent de Oekraïne-crisis voor de markten?

🕔10:14, 16.Mar 2022

De Russische invasie van Oekraïne maakt de beleggers nerveus. Maar de economische gevolgen van het conflict lijken beheersbaar. De Russische invasie van Oekraïne heeft de financiële markten onrustig gemaakt, met een sterke sell-off van aandelen en een rally van goud

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Why is gold misbehaving?

Why is gold misbehaving?

🕔16:48, 8.Feb 2022

Gold has done amazingly well, considering the rise in US treasury yields. Geopolitical tensions and fears of inflation may be helping. But we suspect that without US recession it has further …

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Despite potential rates hikes, real rates remain low

Despite potential rates hikes, real rates remain low

🕔09:18, 25.Jan 2022

Gold Outlook 2022: Gold may face similar dynamics in 2022 to those of last year, as competing forces support and curtail its performance. Near term, the gold price will likely react to real rates in response to the speed at

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The historical superiority of physically-backed investments in precious metals

The historical superiority of physically-backed investments in precious metals

🕔14:23, 13.Dec 2021

Gold is usually one of the largest commodities in an investor's portfolio, being used as an inflation hedge, as a safehaven asset or as part of broad commodities exposure (like the Bloomberg Commodity Index). Because most commodities cannot be accessed

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November Investment Traffic Lights

November Investment Traffic Lights

🕔11:57, 15.Nov 2021

CIO View October has seen new record highs and record returns Events were less friendly to bonds, as inflation fears are prompting central banks to act sooner than expected Many investors are hopeful of the traditional year-end rally, but the

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Gold as a strategic allocation

Gold as a strategic allocation

🕔08:53, 8.Nov 2021

In this paper, we evaluate the case for gold as a strategic allocation in an institutional portfolio. We start with a brief history of gold as an early form of money, its relationship to fiat currencies, and as an investment.

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Beyond CPI: Gold as a strategic inflation hedge

Beyond CPI: Gold as a strategic inflation hedge

🕔08:05, 10.May 2021

Inflation has emerged as a primary concern for investors.1 On balance, arguments for ‘uncomfortably high’ US inflation seem to outnumber those against, at least in the near term.2 A natural consequence of such a risk is for investors to seek

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Drivers of the Shanghai-London gold price discount and outlook for 2021

Drivers of the Shanghai-London gold price discount and outlook for 2021

🕔09:17, 23.Feb 2021

The COVID-19 pandemic has had a significant impact on China’s gold market, leading to a 27% y-o-y drop in the nation’s gold demand in 2020. 1 One consequence of such weakness was the widest …

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Gold Outlook 2021: Economic recovery and low interest rates set the tone

Gold Outlook 2021: Economic recovery and low interest rates set the tone

🕔08:45, 4.Feb 2021

The COVID-19 pandemic raised uncertainty by compounding existing risks and creating new ones. But by the end of last year, investors were optimistic that the worst was over. Looking ahead, we believe that investors will likely see the low interest rate environment as an opportunity to …

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Global gold-backed ETFs: A popular gateway to the gold market

Global gold-backed ETFs: A popular gateway to the gold market

🕔11:35, 2.Dec 2020

Global gold ETFs: A popular gateway to the gold market Gold-backed exchange-traded funds and similar products (gold ETFs)1 have flourished since their introduction in 2003, attracting both institutional and retail investors across the globe.2 Recently, gold has become globally accepted

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Gold Miners’ Re-Rating Calls For Mass Appeal, Not Mass Production

Gold Miners’ Re-Rating Calls For Mass Appeal, Not Mass Production

🕔14:44, 26.Oct 2020

Gold Correction U.S. dollar strength kept pressure on gold throughout September. The dollar, as measured by the U.S. Dollar Index (DXY),1 trended higher as the stock market trended lower from its all-time highs. The pandemic stimulus-driven bull market looks to

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Gold deposit rates – a guidance paper

Gold deposit rates – a guidance paper

🕔15:15, 9.Oct 2020

Gold’s intrinsic value has been recognised for millennia but its role on the global stage changed fundamentally following the collapse of the Bretton Woods system. In 1971, US President Nixon suspended the dollar’s convertibility into gold. By 1973, advanced countries

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Gold Reaches Another All-Time High

Gold Reaches Another All-Time High

🕔07:55, 28.Sep 2020

Miners Remain Undervalued Despite Gold’s Run The strong gains of July carried on to early August. Gold reached an all-time high of $2,070 per ounce on 6 August amid U.S. dollar weakness and new lows in treasury yields. Gold then

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Dollar Weakness Helps Gold To All-Time Highs

Dollar Weakness Helps Gold To All-Time Highs

🕔09:45, 16.Sep 2020

The gold bull market passed two important sign-posts in July. The strength of the market is impressive as it blew through $1,800 and the all-time high of $1,921. These prices had been major technical resistance points set a decade ago.

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Dollar Weakness Helps Gold To All-Time Highs

Dollar Weakness Helps Gold To All-Time Highs

🕔11:23, 27.Aug 2020

Gold Passes Two Important Sign-Posts The gold bull market passed two important sign-posts in July. The strength of the market is impressive as it blew through $1,800 and the all-time high of $1,921. These prices had been major technical resistance

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China, Gold and Supertrends – Our Top Five of week #32

China, Gold and Supertrends – Our Top Five of week #32

🕔11:04, 8.Aug 2020

#32 The temperature in the Netherlands is going to be very high coming weekend. Therefore, please find our Top Five of week #32 right here, so you have something to read while drinking something cool! The monthly Global Investment Views

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Gold mid-year outlook 2020

Gold mid-year outlook 2020

🕔11:38, 7.Aug 2020

Recovery paths and impact on performance The Investors have embraced gold in 2020 as a key portfolio hedging strategy. Looking ahead, expectations for a faster recovery (V-shaped) from COVID-19 are shifting towards slower recovery (U-shaped), or potential setbacks from additional

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The Role Of Gold – A Less Than Perfect Inflation Hedge

The Role Of Gold – A Less Than Perfect Inflation Hedge

🕔13:25, 30.Jul 2020

The Role Of Gold A Less Than Perfect Inflation Hedge Gold has been on a tear over the last year, rising 32% while global equities have languished. Investors buy gold for many reasons, but a common objective is a hedge

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Gold, vulnerability and global investment views in our Top Five!

Gold, vulnerability and global investment views in our Top Five!

🕔10:34, 6.Jun 2020

#23 Asset Allocation might be the most used tag on OpinioPro and this past week is no different. Furthermore, of course the calendar is a well used page as well. Don’t forget to take a look and spot an interesting

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The Dawning of a Golden Decade

The Dawning of a Golden Decade

🕔12:59, 29.May 2020

“All roads lead to gold.” Takeaways Monetary policy normalization has failed …  

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A rollercoaster ride, where next…

A rollercoaster ride, where next…

🕔10:55, 29.May 2020

Market Commentary The first four months of 2020 have been exceptional for financial markets due to the spread of the coronavirus. Out of all asset classes, commodities were probably hit most severely due to the general collapse in global economic

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Post the Oil-Price Inflection

Post the Oil-Price Inflection

🕔09:20, 20.May 2020

CIO Commodity Commentary Oil is again trading near its five-week high, with a West Texas Intermediate (WTI) price of around 29.5 dollars per barrel – a bit higher than half its end-February level. After April's rollercoaster …

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Investing in an uncertain world

Investing in an uncertain world

🕔13:53, 1.May 2020

The Big Picture Is this a buying opportunity or the half-way stage in a larger slump? The truth is we don’t know, so we have constructed a range of scenarios that see the S&P 500 anywhere between 1400 and 3000 in 12

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Does gold hold the key?

Does gold hold the key?

🕔15:33, 30.Apr 2020

Across the Multi Asset Open range, gold has been an important asset and hedging component for the portfolios over the last few years. Chris Forgan, Portfolio Manager and Charlotte Harington, Assistant Portfolio Manager of the Fidelity Multi Asset Open range

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The stars seem to be aligned for gold prices

The stars seem to be aligned for gold prices

🕔17:17, 24.Apr 2020

A new high in gold prices The stars seem to be aligned for gold prices Improvement in investor sentiment, aggressive monetary policy easing, ultra-low interest rates and fiscal stimulus have all supported gold prices We remain cautious and we expect

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COVID-19: The tug of war begins

COVID-19: The tug of war begins

🕔10:00, 8.Apr 2020

Spotlight While the humanitarian crisis continues unabated in many regions of the world, April should begin to see some respite in terms of infections starting first in Italy and hopefully continuing into other areas of continental Europe as well. As

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The corona shock in commodity prices

The corona shock in commodity prices

🕔13:05, 2.Apr 2020

Sharp sell-off in the CRB index and still more to come Demand shock builds on existing supply glut  The desired gold position?   

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Commodity-Market Turmoil

Commodity-Market Turmoil

🕔12:42, 26.Mar 2020

The gold price has been falling but a supportive rates environment and safe-haven demand brighten our outlook. The Saudi-Russian oil-price war broke out at the worst possible time. Any further negotiations are likely to involve a new kid on the

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Muted optimism

Muted optimism

🕔10:07, 9.Mar 2020

Over the last few weeks, world stock markets continued to be fuelled by strong risk appe- tite and inflows. However, more recently we have seen volatility rising as news on the coronavirus is turning worse. Markets can no longer ignore

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Institutional Gold!

Institutional Gold!

🕔17:01, 24.Feb 2020

Institutional Advisory & Solutions We find that gold has not performed particularly well compared to other assets. However, there is a place for gold-related assets in institutional portfolios separate from commodities and energy equities. The role for gold lies in

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Optimix Strategiebrief Februari 2020

Optimix Strategiebrief Februari 2020

🕔11:04, 14.Feb 2020

Het vertrouwen van Duitse ondernemers in de economische groeivooruitzichten bereikte afgelopen maand het hoogste niveau sinds de zomer van 2015. De ondertekening van het handelsdeelakkoord tussen de Verenigde Staten en China op 15 januari speelt daarbij een belangrijke rol. Er

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The Investment Case for Bitcoin

The Investment Case for Bitcoin

🕔14:56, 6.Feb 2020

Bitcoin as a Potential Store of Value Understanding the differences between monetary and intrinsic value Bitcoin’s combination of durability, scarcity, privacy, and its nature as A bearer asset all contribute to it holding monetary value Bitcoin is on the path

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When political risk crosses the Atlantic

When political risk crosses the Atlantic

🕔12:54, 10.Dec 2019

Global investment views At the beginning of 2019, all eyes were focused on Europe, not only because of the risk of a Hard Brexit, but also because of the open crisis between the Italian government and the European Commission. The situation

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Finding opportunities in a world of slowing growth

Finding opportunities in a world of slowing growth

🕔10:53, 6.Dec 2019

Investors’ Outlook 2020 Dear readers, the year 2020 is presenting many challenges for inves- tors. On the macroeconomic front, global growth is likely to slow further as trade tensions and higher tariffs are increasingly weighing on the economy. On the

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The global economy at the crossroads

The global economy at the crossroads

🕔11:43, 5.Dec 2019

Dear Reader, Following the shock caused by near-20% declines during the fourth quarter of 2018, global equity markets rebounded strongly in early 2019 as the US Federal Reserve brought its rate hikes to an end in the first quarter before

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An improving outlook

An improving outlook

🕔14:36, 2.Dec 2019

Global Market Outlook (In-brief) An improving outlook • We retain a constructive view on risk assets (equities and credit) and multiasset income strategies, especially over the next 3-6 months. • Within equities, we have a preference for Developed Markets. The

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What Warren Buffet got wrong about gold

What Warren Buffet got wrong about gold

🕔07:58, 16.Oct 2019

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

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Goud, Zilver en Bitcoin gehoorzamen aan dezelfde wetten

Goud, Zilver en Bitcoin gehoorzamen aan dezelfde wetten

🕔16:22, 8.Oct 2019

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

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