The latest World Gold Council report is out, in summary it details the following:
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Gold and US interest rates: a reality check
An in-depth analysis on the true relationship between gold and US real interest rates – and how it has changed over time – disproving common misconceptions and exploring gold’s portfolio performance during different interest rate environments.
What drives gold? Factors that influence the asset class and its role in a portfolio
An examination of the seven primary factors influencing gold’s performance: currencies, global inflation, interest rates, consumer spending and income growth, market risks, short-term investment flows and supply-related drivers.
The role of gold in defined-contribution plans: Mexico case study
A study exploring the benefits of having gold as an integral component of retirement portfolios, focusing on the Mexican pension fund experience.