How is the gold market reacting as the global economy begins to recover from the COVID-19 pandemic? How should investors react to lower prices and signs of weaker investment demand? Are commentators ignoring V shaped return of consumer demand and why have central bank purchases slowed. And why recovering mine supply may be lost in the face of sharply slowing jewelry recycling. Finally, why crypto currencies, despite all the media and investor attention, aren’t the threat to gold that many assume.
John Reade joined the World Gold Council in February 2017 as Chief Market Strategist. John is responsible for producing strategy and developing insights on the gold market; leading our global dialogue by engaging with leading economists, academics, policy makers, fund managers and investors on gold; and leading our research team.
John has over 30 years’ experience in the gold industry and related fields, most recently as a partner and gold strategist with Paulson & Co for the past seven years. Prior to that, John worked as a precious metals strategist at UBS for 10 years; a gold equity analyst in South Africa for 5 years; and over 8 years held various positions in production and project evaluation in the gold division of Gencor, then a leading South African mining house.
John has a degree in Mining Engineering from the Royal School of Mines, a constituent of Imperial College, London.
Colin Hamilton is a commodities analyst for BMO Capital Markets. Based in London and with over 15 years of experience in commodity markets, he leads BMO’s market intelligence and price forecasting efforts across base metals, bulk commodities, precious metals, and battery raw materials. With a background as a metallurgist, strong focus on China and global trade flows, and deep subject knowledge, Colin’s publications offer value-added insight on industry developments. He is also a regular presenter at leading industry conferences.
Jackie joined BMO Capital Markets in 2018 covering primarily Canadian-listed base and precious metals. Jackie has been named a Brendan Wood’s TopGun Equity Research Analyst since 2019 and to the Institutional Investor All-Canada Research team since 2020. Prior to joining BMO, she was Associate Portfolio Manager, Global Metals & Mining at one of Canada’s largest independent mutual fund companies and was named as a Canadian TopGun Investment Mind in 2018/19. Jackie also spent eight years in sell-side research covering the Canadian metals, mining, and bulk commodities sectors. She started her career in industry at Stelco Inc., where she worked as a metallurgist for six and a half years.
Jackie holds a bachelor of applied science and master of engineering, both in metallurgy and materials engineering, from the University of Toronto. She also holds a master of business administration from the Rotman School of Management at the University of Toronto. She is a licensed professional engineer with Professional Engineers Ontario and holds the Chartered Financial Analyst designation.