25-Oct (World Gold Council) — Welcome to the autumn edition of Gold Investor, where the World Gold Council and some of the world’s most influential investors and market commentators assess the role of gold in a world dominated by macroeconomic and political uncertainty.
Gold and the new normal
Mohamed El-Erian is chief economist at global insurer Allianz and former CEO of PIMCO, the world’s most influential bond investment firm. He assesses the challenges faced by the global investment community and the contribution that gold can make within investment portfolios.
Where next for gold?
Simona Gambarini, commodities economist at leading research consultancy Capital Economics, suggests there is further upside to the gold price even if US interest rates begin to rise.
Japan and the allure of gold
Osamu Hoshi, Executive Officer, General Manager Frontier Strategy Planning and Support Division at leading Japanese trust bank Mitsubishi UFJ Trust and Banking Corporation analyses the appeal of gold to Japanese institutions.
PG View: Several good articles in the latest WGC Gold Investor newsletter.
