News & Insights

2024 Q2 Commentary - Catching the Gold Bug

02 August 2024, Graham Harrison

Catching the Gold Bug

Our Q2 2024 commentary, "Catching the Gold Bug," explores gold's enduring allure and its strategic value in today's investment landscape.
The analysis spans historical context, modern consumer trends, and the role of central banks in shaping gold's market dynamics.

Key Takeaways:

  1. Historical Context: Gold's significance stretches back to the Renaissance, continuing to captivate due to its intrinsic value and historical prestige.
  2. Modern Trends: Surging demand from consumers and central banks underscores gold's appeal as a safe haven amidst economic and geopolitical uncertainties.
  3. Investment Insight: Despite not generating income, gold can offer an effective hedge against inflation, but discretionary investment managers tend to allocate tactically rather than strategically to the shiny metal.
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