Category: Gold and silver

Category: Gold and silver

25.03.2019

Keep active and get physical

There are notable benefits of having actively-managed gold exposure.

14.03.2019

Will the world move back to a gold-based monetary system?

Gold as the world’s best apolitical form of money is well placed to benefit from any weakness in the petrodollar...

04.03.2019

The dollar’s loss is gold’s gain

The importance of gold’s status as apolitical money is becoming increasingly clear as the dollar loses its influence.

07.12.2018

An introduction to gold and silver

Gold and silver: an overview, in just one minute.

05.12.2018

America’s currency, America’s problem

Ned Naylor-Leyland looks at the runaway train that is “de-dollarisation.”

03.07.2018

Gold: right time, right place

As the US and eurozone central banks begin unwinding their unconventional monetary policies – involving purchasing unprecedented amounts of bonds...

21.05.2018

Real interest rates are the real drivers of the gold price

Ned Naylor-Leyland, manager of the Old Mutual Gold & Silver Fund, reminds investors that as long as real US interest...

22.02.2018

Gold and gold equities: essential portfolio diversifiers

In this note, the manager looksat correlations between globalequities, and gold and goldequities, during five periods of sharpstock market falls.

09.10.2017

Gold: The trade facilitator

The optimism pervading stock markets over the summer months would suggest investors, for the moment at least, believe tapering is...

09.02.2017

Echoes of the ‘70s

Global stock market euphoria at the prospect of a good old-fashioned dollop of inflation coming back into the system, almost...

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