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World Gold Council

The AI boom and gold

The growth of AI in recent years has had a considerable and widely reported impact on the electronics sector as a whole, and we regularly receive queries from analysts and institutional investors about how this might affect gold.

Gold: The most effective commodity investment − 2026 edition

Gold is not a typical commodity. Its unique supply-and-demand dynamics, limited exposure to roll costs, diversification benefits and resilience across market environments set it apart from the broader commodity complex.

Gold Demand Trends: Q2 2026

The gold price average in Q2 was 8% lower than the Q1 record, but 37% higher than the average from Q2 2025. Total gold supply held steady with an increase in mine production offset by a decline in recycling as lower prices discouraged selling of old gold jewellery.

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.

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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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