The New Gold Playbook | In Gold We Trust report 2024
On May 17, 2024, this year’s – now 18th – In Gold We Trust report was presented at an international press conference broadcast live on the Internet. The authors of the report are Ronald-Peter Stöferle and Mark J. Valek, fund managers from Liechtenstein-based asset manager Incrementum AG.
The In Gold We Trust report 2024 covers the following topics, among others:
- Status quo of gold: price development in the last 12 months, most important influencing factors and trends on the gold market, including:
- Status quo of the inflation trend.
- Status quo of debt dynamics.
- “The New Gold Playbook”
- Old correlations – and thus certainties – such as the negative correlation between the gold price and US real yields are history.
- The age of the Great Moderation, i.e. falling inflation rates, is finally over. Inflation is proving to be stubborn, especially in the US.
- The price of gold is increasingly determined by Asian emerging markets, with more than 70% of physical demand now coming from emerging markets.
- Central bank demand is increasingly dominating the demand for gold.
- The old 60/40 portfolio has had its day: We present the new 60/40 portfolio.
- Silver has shed its weakness and has reached an 11-year high.
- Mining stocks – fundamental and technical analyses.
- Updated gold price forecast.
The In Gold We Trust report 2024 also includes a debate with star analysts Brent Johnson and Louis-Vincent Gave, titled From Wedlock to Deadlock: The East-West Divorce. They discuss the international monetary system and the reserve currency status of the US dollar.
Here you find the Video:
Here you can download the report.
In Gold We Trust report 2024 Compact
For additional information on the In Gold We Trust report, please click here.
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