3/26/2026
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Insights
In an industry defined by geological uncertainty, long lead times, and cost inflation, royalty and streaming companies occupy a distinctive, and increasingly influential, position. They are not mine operators. Instead,…
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2/19/2026
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Insights
Written by Marwane Khalloufi, Financial Analyst, CFA Why sovereigns are buying, and a new player in town For most of the post-Bretton Woods era, gold sat in central-bank vaults as…
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2/12/2026
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Insights
Written by Marwane Khalloufi, Financial Analyst, CFA Gold is sometimes referred to as a “pet rock”, a useless metal. Monetary History and central banks tell a different story. The last…
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9/18/2025
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Insights
In a context marked by monetary instability and geopolitical tensions, gold stands out as the ultimate safe-haven asset. In a recent study, “Diversify Into Commodities, Especially Gold,” Goldman Sachs strategists…
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7/15/2025
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Insights
“The Big Long.” That is the title of the latest “In Gold We Trust” report published by the Asset Management company Incrementum following a large number of interviews with leading…
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3/18/2025
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Insights
The integration of ASM value chains into formal markets relies on the emergence of competitive alternative financing tools adapted to each local reality. In the precious metals sector, the search…
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2/11/2025
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Insights
Gold from artisanal and small-scale miners (ASM) is still under-represented among major refiners and jewelers due to the associated costs and risks. While the normative framework established by the OECD…
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2/7/2025
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Insights
The gold market has experienced a significant dislocation starting in January 2025, driven largely by concerns about impending tariffs on US imports. This uncertainty has triggered a shift in the…
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10/29/2024
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Insights
LBMA Precious Metal Conference, Miami 2024 As every year, regulators, producers and investors gathered at the LBMA conference to discuss the challenges facing the precious metals sector, its market dynamics…
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