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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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Retirement

The retirement scorecard: how many of these questions can you answer?

From the maths of retirement, estimating spending and picking the right asset allocation to survive a poor decade, here are the questions every retiree – current or future – should be able to answer for themselves.

2026 is not 1999

The US market looks eerily similar to the dot-com era with soaring AI spending and tech giants dominating returns. But one difference separates today’s boom from the dot-com bubble and it could determine what happens next.

Planning

Taxing time for trusts

Trusts are facing a shake-up, but an overhaul may not be necessary. Families can explore restructuring strategies that preserve succession and the asset protection benefits that have made these structures valuable.

Economy

Why the US economy is stronger than you might think

War, inflation and higher rates were expected to derail America. But has the market got it wrong? Three forces are driving the economy beyond expectations, revealing implications for stock prices and portfolio positioning.

Gold

How much trust is in your portfolio?

Everyone talks about diversifying assets. Far fewer think about diversifying trust. As inflation, debt and market assumptions collide, the question is whether portfolios need greater protection from unexpected outcomes.

Retirement

Retirement in reality - 7 months in

Seven months into retirement, I'm still uncovering surprises. This month was spent reflecting on the slow pace of health change, the myth of neatly scheduled part-time work and the unexpected persistence of retirement guilt.

The new geography of technology leadership

The next chapter of technology may not belong to the companies or business models many expect. As the landscape shifts, some opportunities are emerging in places that remain surprisingly overlooked by global markets.

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