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Equity Research Database
Institutional Investment Pitches
Explore thousands of hedge fund pitches, high-conviction equity research memos, and portfolio manager commentary extracted from quarterly letters.
Explore thousands of hedge fund pitches, high-conviction equity research memos, and portfolio manager commentary extracted from quarterly letters.
Gold has benefited from a combination of central bank demand, hedging flows, and a strong debt debasement narrative. Persistent macroeconomic issues,...
— Samer Hakoura
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Other investors who've written on SPDR Gold Shares
Gold serves as a robust defensive asset and store of value during times of macro uncertainty, driven by real scarcity, geopolitical risk, and fiscal deficits. Central bank purchasing...
The manager remains strongly bullish on gold as a key macro hedge against escalating global government debt and currency debasement. Gold represents a...