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World Gold Council

Gold mid-year outlook 2026: Point break

The first half of 2026 showed that gold remains sensitive to heightened geopolitical concerns and abrupt shifts in investor sentiment. It also showcased the growing relevance of Asian markets in gold price discovery.

Gold Demand Trends: Q1 2026

Total Q1 gold demand saw a modest 2% growth y/y. The growth in volumes combined with gold’s exceptional price rise, generated a 74% jump in the value of quarterly demand to a record US$193bn.

Australia's macro shifts and the case for gold

Australia’s economy continues to grow but resurgent inflation and the RBA’s decision to resume tightening raises questions around portfolio allocations. Australia's unique geopolitical positioning, with fortunes tied to Indo-Pacific trade partners while being strategically aligned with the US, has created an asymmetry that makes portfolio diversification crucial.

Gold as a strategic asset: 2026 edition

Gold has a key role as a strategic long-term investment and as a mainstay allocation in a well-diversified portfolio. Investors have been able to recognise much of gold’s value over time by maintaining a long-term allocation and taking advantage of its safe-haven status during periods of economic uncertainty.

Gold Demand Trends: Q4 and Full Year 2025

Gold demand hit record levels in 2025. Investment fuelled the gold market last year: safe haven and diversification motives drove huge ETF inflows and exceptional bar and coin buying.

Gold Outlook 2026: Push ahead or pull back

Gold surged in 2025, driven by risk and dollar weakness. Looking to 2026, the outlook is shaped by ongoing geoeconomic uncertainty. Gold may remain rangebound if current conditions persist. However, 2026 will likely continue to surprise.

Latest Updates

Economy

Why have Australian living standards 'fallen' and how do we fix it?

For the last few years there has been much talk of a 'cost-of-living' crisis in Australia and of 'falling living standards'. Lately this has flared up again with the pickup in inflation resulting in a renewed fall in real wages.

Latest from Morningstar

Four options for an income investor’s next dollar

What if Australia’s golden age of dividends is ending? Rather than overhaul your portfolio, it may be worth considering where new capital can work harder. I discuss four income strategies and the trade-offs behind each.

Taxation

Completing the reform of CGT: tax real losses like real gains

Recent CGT reforms tax real gains by indexing capital gains to inflation. However, the reform fails to index losses, leading to higher tax on assets that do not keep pace with inflation, creating inefficiencies in the tax system.

Investment strategies

Blockbuster AI debt issuance coming to a bond market near you

With Australia likely to attract a growing share of AI-related issuance, investors should prepare for increasing influence from AI funding demands, evolving credit fundamentals and changing valuation dynamics.

Investment strategies

Active managers: Bringing a gun to the gunfight

When data arrived, basketball abandoned the mid-range shot, Formula 1 reinvented the pit stop and chess embraced humans working with machines. Active managers confronting today's markets may learn from the same path.

Retirement

What Australian super funds can learn from the UK

Most people want answers to three retirement questions: What have I got? Is it enough? What can I do with it? A leading UK pension innovator shares his lessons on helping members better understand and prepare for retirement.

Investment strategies

What the market may be missing in FY27

We asked ten fund managers the same question following FY26. While their investment styles differ dramatically, their answers revealed several surprising areas of agreement about where markets may be heading next.

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