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Nov 18, 2024 | 
vaneck.com | Imaru Casanova
To receive more Gold Investing insights, sign up to our newsletter. * Source: World Gold Council.
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Nov 11, 2024 | 
vaneck.com | Imaru Casanova
Gold continued to rally in October, closing at a record price on October 30. Performance of gold equities was mixed in October, in part due to a sharp sell-off of Newmont in late-October.
Monthly gold market and economic insights from Imaru Casanova, Portfolio Manager, featuring her unique views on mining and gold’s portfolio benefits.
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Oct 19, 2024 | 
vaneck.com | Imaru Casanova
Gold has reached new all-time highs every month for the last three months and is now one of the best performing asset classes year-to-date. While the metal’s run has been nothing short of impressive, many of its fundamental drivers still remain in place today.
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Oct 9, 2024 | 
vaneck.com | Imaru Casanova
Geopolitical unrest and a surprise 50 bps rate cut from the Fed propelled the gold sector in September.
Monthly gold market and economic insights from Imaru Casanova, Portfolio Manager, featuring her unique views on mining and gold’s portfolio benefits.
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Sep 18, 2024 | 
vaneck.com | Imaru Casanova
IMPORTANT INFORMATION This is a marketing communication. Please refer to the prospectus of the UCITS and to the KID before making any final investment decisions. This information originates from VanEck (Europe) GmbH, which has been appointed as distributor of VanEck products in Europe by the Management Company VanEck Asset Management B.V., incorporated under Dutch law and registered with the Dutch Authority for the Financial Markets (AFM).
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Jul 16, 2024 | 
vaneck.com | Imaru Casanova
Monthly gold market and economic insights from Imaru Casanova, Portfolio Manager, featuring her unique views on mining and gold’s portfolio benefits. Mixed News Drives Flat Prices in MayAfter reaching a new all-time high in May, offsetting forces kept gold unchanged during the month of June. Gold traded as high as $2,376 per ounce on 6 June. On 7 June, gold closed at its monthly low of $2,294 following news that the central bank of China did not buy any gold bullion in May.
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Jun 14, 2024 | 
vaneck.com | Imaru Casanova
In Focus: Regional And Country-Specific RisksWe have also highlighted the impact of jurisdiction risk on companies’ valuations. Gold mining companies face many risks related to the regions where they operate. Markets have a hard time differentiating between broader jurisdictional risk and risks to mining operations, specifically.
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Jun 11, 2024 | 
vaneck.com | Imaru Casanova
Gold surged to a record $2,450 in May, driven by strong central bank buying and Asian demand. Miners outperformed, but gold eased by month's end due to a stronger dollar and higher bond yields.
Monthly gold market and economic insights from Imaru Casanova, Portfolio Manager, featuring her unique views on mining and gold’s portfolio benefits. An expanded PDF version of this commentary, including fund specific information can be downloaded here.
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May 15, 2024 | 
vaneck.com | Imaru Casanova
Source: VanEck, Bloomberg. Data as of 31 March 2024. Note: January 1980’s intra-month high of $815 (in nominal terms) would be equal to approximately $2,819 in today’s (2024) dollars. Of course, that would require the continued support of the current drivers of demand—particularly the official sector. Central banks have emerged as an important driver of gold prices over the last two years. They appear to be on a longer-term trend of gold buying.
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May 13, 2024 | 
vaneck.com | Imaru Casanova
Gold continued to rally in April, trading above $2,400 during the month. The convergence of diverse economic and geopolitical factors suggests the potential for gold to further bolster its gains.
Monthly gold market and economic insights from Imaru Casanova, Portfolio Manager, featuring her unique views on mining and gold’s portfolio benefits. An expanded PDF version of this commentary, including fund specific information can be downloaded here.
