Register For Our Mailing List

Register to receive our free weekly newsletter including editorials.

Home / Author: World Gold Council

World Gold Council

Gold mid-year outlook 2025

Gold rose 26% in H1 2025, outpacing major asset classes. As we look forward, consensus expectations of macroeconomic drivers suggest that gold may remain range-bound in H2 with the possibility of some upside.

Gold Demand Trends: Q1 2025

Key factors that have fuelled gold’s price rise in 2025 include the spectre of US tariffs, geopolitical uncertainty, stock market volatility and US dollar weakness. A sharp revival in gold ETF inflows led to a more-than-doubling of total investment demand for the quarter.

Gold Demand Trends: Full Year 2024

Gold demand hit a new record in 2024 on the back of central bank buying, continued growth in AI adoption, investment and gold bar purchasing, while annual jewellery consumption was down reflecting cost-of-living pressures.

Gold Outlook 2025: Navigating rates, risk and growth

As we look to 2025, all eyes are focused on what Trump’s second term may mean for the global economy. Thrill-seeking investors may benefit from an early wave of risk-on flows, but potential trade wars and inflationary forces may spill over into an expected subpar economic growth.

Gold Demand Trends, Q3 2024

Total gold demand gained 5% y/y to 1,313t. This strength was reflected in the gold price, which reached a series of new record highs during the quarter. The value of demand jumped 35% y/y to exceed US$100bn for the first time ever.

Gold Demand Trends Q2 2024

Global gold demand was up 4% y/y by the end of June, led by healthy OTC demand, record central bank purchases and improved ETF flows. In Australia, record gold prices, a strong AUD and economic pressures led to a 25% fall in gold consumption in Q2, though ETF investment remained stable.

Latest Updates

Retirement

The best way to get rich and retire early

This goes through the different options including shares, property and business ownership and declares a winner, as well as outlining the mindset needed to earn enough to never have to work again.

Shares

Boom, bubble or alarm?

After a stellar 2025 to date for equities, warning signs - from speculative froth to stretched valuations - suggest the market’s calm may be masking deeper fragilities. Strategic rebalancing feels increasingly timely.

Property

A perfect storm for housing affordability in Australia

Everyone has a theory as to why housing in Australia is so expensive. There are a lot of different factors at play, from skewed migration patterns to banking trends and housing's status as a national obsession.

Economy

Which generation had it toughest?

Each generation believes its economic challenges were uniquely tough - but what does the data say? A closer look reveals a more nuanced, complex story behind the generational hardship debate. 

Shares

Is the iPhone nearing its Blackberry moment?

Blackberry clung on to the superiority of keyboards at the beginning of the touchscreen era and paid the ultimate price. Could the rise of agentic AI and a new generation of hardware do something similar to Apple?

Fixed interest

Things may finally be turning for the bond market

The bond market is quietly regaining strength. As rate cuts loom and economic growth moderates, high-quality credit and global fixed income present renewed opportunities for investors seeking income and stability. 

Shares

The wisdom of buying absurdly expensive stocks (or not!)

Companies trading at over 10x revenue now account for over 20% of the MSCI World index, levels not seen since the dotcom bubble. Can these shares create lasting value, or are they destined to unravel?

Sponsors

Alliances

© 2025 Morningstar, Inc. All rights reserved.

Disclaimer
The data, research and opinions provided here are for information purposes; are not an offer to buy or sell a security; and are not warranted to be correct, complete or accurate. Morningstar, its affiliates, and third-party content providers are not responsible for any investment decisions, damages or losses resulting from, or related to, the data and analyses or their use. To the extent any content is general advice, it has been prepared for clients of Morningstar Australasia Pty Ltd (ABN: 95 090 665 544, AFSL: 240892), without reference to your financial objectives, situation or needs. For more information refer to our Financial Services Guide. You should consider the advice in light of these matters and if applicable, the relevant Product Disclosure Statement before making any decision to invest. Past performance does not necessarily indicate a financial product’s future performance. To obtain advice tailored to your situation, contact a professional financial adviser. Articles are current as at date of publication.
This website contains information and opinions provided by third parties. Inclusion of this information does not necessarily represent Morningstar’s positions, strategies or opinions and should not be considered an endorsement by Morningstar.