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Sawan Tanna

Will gold continue to shine in 2023?

Despite the attention on Bitcoin, gold outperformed almost every asset class in AUD terms in 2022. Gold traditionally performs inversely to the US dollar, which may have topped out after a multi-year bull run.

Why gold is often regarded as money

Gold has a fascinating history and has always carried many of the characteristics of money. While central banks have moved to 'fiat' money, centuries of widespread acceptance give gold diversification merits.

How to position your portfolio for stagflation

According to economic theory, inflation and economic growth should be inversely related. Rising prices are a sign of an expanding economy, not slower growth, so how should investors react to stagflation?

Five gold misconceptions that could reduce your returns

While some investors struggle to find reasons to invest in gold, others see its different characteristics and role in a diversified portfolio of investments. In times of uncertainty, where does gold stand?

Gold remains solid as Bitcoin melts

Claims that Bitcoin has characteristics of 'digital gold' by protecting against equity market falls in troubled times are not supported by recent price moves. Crypto relies on supporters pumping up speculative gains.

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Investment strategies

Warren Buffett's final lesson

I’ve long seen Buffett as a flawed genius: a great investor though a man with shortcomings. With his final letter to Berkshire shareholders, I reflect on how my views of Buffett have changed and the legacy he leaves.

Property

The housing market is heading into choppy waters

With rates on hold and housing demand strong, lenders are pushing boundaries. As risky products return, borrowers should be cautious and not let clever marketing cloud their judgment.

Investment strategies

Dumb money triumphant

One sign of today's speculative market froth is that retail investors are winning, and winning big. It bears remarkable similarities to 1929 and 1999, and this story may not have a happy ending either.

Retirement

Can the sequence of investment returns ruin retirement?

Retirement outcomes aren’t just about average returns. The sequence of returns, good or bad, can dramatically shape how long super lasts. Understanding sequencing risk is key to managing longevity risk.

Strategy

How AI is changing search and what it means for Google

The use of generative AI in search is on the rise and has profound implications for search engines like Google, as well as for companies that rely on clicks to make sales.

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Investment strategies

A framework for understanding the AI investment boom

Technological leaps - from air travel to computing - has enriched society but squeezed margins. As AI accelerates, investors must separate progress from profitability to avoid repeating past mistakes.

Economy

The mystery behind modern spending choices

Today’s consumers are walking contradictions - craving simplicity in an age of abundance, privacy in a public world. These tensions tell a bigger story about what people truly value and why.

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