In-Gold-We-Trust-report-2025-english

Summary of Key Points from the In Gold We Trust Report 2025 Industry Overview - The report focuses on the gold market, highlighting a new secular bull market and advocating for increased allocation to gold in investment portfolios [7][23][27]. Core Insights 1. Secular Bull Market Formation: A new secular bull market for gold is forming, with a significant rise in gold prices since the announcement of the "golden decade" in 2020, where gold prices increased by 92% [7][27]. 2. Gold Price Performance: Gold has reached numerous all-time highs, with 43 new highs recorded in the previous year alone, indicating strong momentum in the market [39][44]. 3. Debt Dynamics: The sovereign debt issue is affecting major industrialized nations, including the US, Japan, France, and Italy, contributing to a favorable environment for gold [7][23]. 4. Inflation Trends: Core inflation remains above 2%, with the potential for a second wave of inflation, which could further support gold prices [7][23]. 5. Gold Demand and Supply: In 2024, gold demand reached nearly 5,000 tons, with central banks contributing over 1,000 tons in net purchases for the third consecutive year [7][23]. 6. Geopolitical Factors: The return of Donald Trump to the presidency may influence the global economic order and the de-dollarization process, which could benefit gold as a neutral reserve asset [7][23][55][70]. Investment Strategies 1. Portfolio Allocation: The report emphasizes the need for a strategic allocation to gold, suggesting that family offices currently allocate only 1% of their portfolios to gold, which is significantly lower than other asset classes [29][45]. 2. Performance Gold: The report identifies silver, mining stocks, and commodities as promising components of a diversified portfolio, alongside gold [48][55]. 3. Risk Management: Corrections in the gold market are viewed as opportunities for patient investors, with the importance of sensible diversification highlighted [7][51]. Additional Insights 1. Technical Analysis: The report includes technical analysis of gold and silver prices, indicating potential future price movements based on historical data [9][36]. 2. Market Sentiment: The current phase of the gold market is characterized by increasing public interest and optimism, suggesting a transition into a more mainstream investment [36][44]. 3. Central Bank Actions: Central banks are repatriating gold reserves and increasing their holdings, reflecting a shift in monetary policy towards gold as a safe asset [7][23]. Conclusion - The In Gold We Trust Report 2025 presents a compelling case for increased investment in gold, driven by macroeconomic factors, geopolitical shifts, and historical performance trends. The report encourages investors to reconsider their asset allocations and embrace gold as a strategic component of their portfolios [7][23][27][55].