Market Narratives

In episode 114, Alex Proimos speaks with Andrew Naylor, regional chief executive, APAC ex-China, World Gold Council.

This episode goes into the impact of the Basel III changes regarding gold as an asset on bank balance sheets. We discuss the recent global investment trends such as the ETF flows and the increasing institutional interest, and the recent consumer trends in China and India. We then delve into the role of gold in investment portfolios and the drivers of value. Finally, we cover the process from mine to market, transparency and gold minings contribution to the UN SDGs.

Show Notes

Australia and gold: The relevance of gold as a strategic asset 2021 - Australia edition | World Gold Council
Beyond CPI: https://www.gold.org/goldhub/research/beyond-cpi-gold-as-a-strategic-inflation-hedge
Mine to Market: https://www.gold.org/goldhub/gold-focus/2021/04/mine-market-golds-untold-story
Gold and Crypto: https://www.gold.org/goldhub/research/gold-and-cryptocurrencies

All views expressed on this podcast are subject to change and do not necessarily reflect the views of Conexus Financial. This podcast is for educational purposes only and should not be relied upon as investment advice.

What is Market Narratives?

Market Narratives is a podcast series hosted by Investment Magazine that features unorthodox conversations with thought leaders influencing the world of fiduciary investors.

Investment Magazine is the leading publication for Australia's $3 trillion superannuation industry. It provides trusted news, analysis and editorial on the issues impacting superannuation funds, such as regulation, asset allocation, portfolio construction, governance, as they strive to secure better retirement outcomes for their members.