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24 April 2026
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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 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 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 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.
The gold industry faces a momentous transformation due to new technologies like blockchain and cryptocurrency. This report explores how digitalisation could redefine gold's role in financial markets.
A second quarter of significant investment in gold-backed ETFs, along with elevated bar and coin buying, drove total Q2 gold demand up 3% y/y to 1,249t. Meanwhile, jewellery consumption weakened further in the face of record gold prices.
A proposal to address Australia's 'stranded balances' in retirement by requiring super funds to transition members to pension phase at 65, boosting retirement income and reframing super as a source of income.
Google redefined advertising with its innovative business model, but its dominance is now under siege from AI competitors and shifting market dynamics.
Australians are suffering the highest cash rates amongst their rich country peers for five simple reasons, including outdated inflation targeting and undisciplined monetary and fiscal policies.
Business leaders must reassess AI's return on investment using new frameworks that reflect productivity, capability shifts and long-term value creation.
Global volatility has sharpened Australia's focus on energy security. Calls for domestic fuel production clash with renewable energy goals, sparking a debate on balancing traditional and sustainable energy sources effectively.
It’s been a volatile couple of months in markets with the ongoing conflict in Iran. For Australian private credit investors, however, large exposures to real estate lending could mean the worst is yet to come.
Cromwell takes a look at replacement cost as a practical lens on relative value in commercial property. When build-new costs rise faster than asset pricing, the gap can create opportunities in well-located existing assets.