#GOLD INVESTMENT NEWSLETTERS HOW TO#
#GOLD INVESTMENT NEWSLETTERS DRIVERS#
#GOLD INVESTMENT NEWSLETTERS UPDATE#
#GOLD INVESTMENT NEWSLETTERS PROFESSIONAL#
#GOLD INVESTMENT NEWSLETTERS SERIES#

Our registered office is at 8 rue de Moscou 75008 Paris. Responsibility for errors, inaccuracies, omissions or any inconsistencies herein.īSD Finances is a limited liability company registered in France with registered number 852 716 547Ġ0017. Warrants, represents nor guarantees the contents of the information, nor does it accept any Should you undertake any such activity based on information contained on this website, you do soĮntirely at your own risk and BSD Finances shall have no liability whatsoever for any loss, damage,Ĭosts or expenses incurred or suffered by you as a result.Ĭare is taken to ensure that the information provided by BSD Finances is correct but it neither

#GOLD INVESTMENT NEWSLETTERS PROFESSIONAL#

Please contact your financial professional before making an investment decision. The information contained within should not be a person’s sole basis for making an Any commentary provided is the opinion of the author and should not be considered a personalised It is not intended nor should it be considered an invitation or inducement to buy or sellįunds nor should it be viewed as a communication intended to persuade or incite you to buy or sellįunds. The information contained within is for educational and informational This website and all of its contents (analysis and research) is published by, and remains the copyright VIDEO Discover our latest webinar Discover BSD investing & L’Allocataire latest macro & active vs passive fund 2022 outlook. Discover more on the real price of Gold by following this link. He details the model WisdomTree has developed and how it uses historic price behaviour to generate gold price forecasts for the future. Nitesh Shah - Head of Commodities and Macroeconomic Research, WisdomTree Europe, explain how they value gold.

#GOLD INVESTMENT NEWSLETTERS HOW TO#

Currently, there’s little consensus on how to actually value Gold.

#GOLD INVESTMENT NEWSLETTERS SERIES#

So, clearly, using extremely long time series of data to calibrate a gold valuation model is not appropriate. Another complication lies in the fact that there have been many regime shifts in relation to the precious metal over the years. In fact, Gold does not generate cash flow like other assets do, so traditional valuation techniques such as discounted cash flow (DCF) models don’t work. How to value this precious metal that is Gold by WisdomTree NEW MARKET VOICE: Adding Gold to portfolio, at What Price? What is the current size of investors’ portfolio in those products? What are the flows to Gold ETPs? Are all those products offering the same performances?Ĭlick here to have a clear view on Gold ETPs. In which market regime gold performs the best?Īfter looking at gold past performances and showing when gold had performed the best, we look at the following questions : Does it make sense to use gold as a tactical play? Is it a dollar Hedge? Is it a safe-haven? Or is it an inflation hedge? What is the sweet spot for Gold?Īccess all the answers and more in our last article.ĪDDING gold to portfolio: the Why? What added value does gold bring to a portfolio?ĭoes gold bring any diversification effect to portfolios? What are the correlations of Gold vs other financial assets ? What impact on portfolios’ risk-return?Ĭlick here to understand the role of Gold in portfolio construction.ĪDDING gold to portfolio: the How? What are the options currently available for investors to invest in Gold? an outperformance of 5% compared to the MSCI ACWI index (world equities) and is up 6% over the last 3 months (against 1% for world equities). Our mixed approach between active and passive management on this profile has generated -1% since the beginning of the year (until ), i.e. Staying the course even in rough market timesĬlick here to discover the performances of our dynamic portfolio allocation.

#GOLD INVESTMENT NEWSLETTERS UPDATE#

What type of vehicle to take an exposure to gold: the “How”?īSD Investing & L’Allocataire model portfolio update What added value does gold bring to a portfolio: the “Why”? In which market regime, gold performs the best: the “When”? In this edition, we answer four questions of relatively same importance in portfolio construction based on academic research and major asset managers’ market insights ( Invesco, WisdomTree) :

#GOLD INVESTMENT NEWSLETTERS DRIVERS#

Is it a commodity or a currency, a safe-heaven or an inflation hedge? Should it be included in an asset allocation? As a relatively niche investment, its characteristics and market price drivers are poorly understood by the market at large. Gold in portfolio: the When, the Why and the How? by BSD Investing & L’Allocataire Gold specificities make it a controversial or at least a misunderstood asset class.

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