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24 January 2013

Poll: What Does Germany’s Repatriation of Gold Reserves Mean?

Posted In: Economics

In a poll conducted earlier this week in the CFA Institute Financial NewsBrief, we asked for readers’ reactions to Germany’s repatriation of gold reserves.


Germany’s repatriation of gold reserves is a sign of:

Poll: Germany's repatriation of gold reserves


Germany’s central bank, the Bundesbank, made waves in markets last week when it announced plans to repatriate a significant portion of its foreign gold holdings. Specifically, it is aiming to maintain at least 50% of gold holdings within national borders by 2020, up from 31%.

The most popular response to our poll about the Bundesbank’s decision reveals that 36% of 857 respondents think Germany is preparing for a systemic-risk event. The second- and third-most-popular responses are that the German government is bowing to public pressure and that the move is a result of declining trust among nations.

A separate poll conducted through our Asia-Pacific NewsBrief shows that 36% of respondents think Germany is preparing for a systemic-risk event, whereas about 28% see the move as motivated by declining trust among nations, and about 23% think the German government is bowing to public pressure.

Interestingly, the Bundesbank is reducing gold held in Paris down to zero. Clearly, the role and importance of gold have grown substantially since the onset of the financial crisis in 2008. As J.P. Morgan once famously quipped, “Gold is money. Everything else is credit.”


Please note that the content of this site should not be construed as investment advice, nor do the opinions expressed necessarily reflect the views of CFA Institute.

About the Author(s)
Ron Rimkus, CFA

Ron Rimkus, CFA, was Director of Economics & Alternative Assets at CFA Institute, where he wrote about economics, monetary policy, currencies, global macro, behavioral finance, fixed income and alternative investments, such as gold and bitcoin (among other things). Previously, he served as SVP and Director of Large-cap Equity Products for BB&T Asset Management, where he led a team of research analysts, 300 regional portfolio managers, client service specialists, and marketing staff. He also served as a Senior Vice President and Lead Portfolio Manager of large-cap equity products at Mesirow Financial. Rimkus earned a BA degree in economics from Brown University and his MBA from the Anderson School of Management at UCLA. Topical Expertise: Alternative Investments · Economics