Main menu
Edison Group
  • Home
  • Equities

    Equities

    View All Equities

    Equities by Sector

    VolitionRx

    MCap

    USD63m

    Last close

    USD0.68

    ▲ 0.10 (16.35%)

    Creotech Instruments

    MCap

    PLN346m

    Last close

    PLN174.00

    ▲ 23.50 (15.61%)

    Creo Medical

    MCap

    GBP80m

    Last close

    GBP0.19

    ▲ 2.25 (13.24%)

  • Sectors

    Sectors

  • Thematics

    Thematics

    View All Thematics

    Latest

  • Audiovisual

    Audiovisual

    View All Audiovisual

    Latest

Commodity view: Edison on Gold

Commodity view: Edison on Gold

After a torrid two years for gold, there are several emerging trends of interest, which Charles Gibson, director of Edison’s mining team, discusses in this interview. Although the Fed has tapered its QE programme, less than a third of the dollars created have made their way into the real economy, and seepage of the remainder from the balance sheets of financial institutions could bring further inflation to the dollar and strengthen the gold price. The ECB has gone down the same route which supports our view. Charles also looks at what has happened to gold mining equity valuations in a preview of his next sector piece. With explorers trading on around 1% of the value of gold for every ounce they have discovered, a return to historical norms would see major re-ratings across what is now a much fitter segment than it was two years ago.

< Previous
Next >

You may also be interested in these:

Investment Companies

Vantage: Gresham House Energy Storage Fund – Navigating challenges in energy storage

TMT

IP Group – executive interview

Subscribe to Edison

Get access to the very latest content matched to your personal investment style.

Sign up for free