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World Gold Council

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.

A New Golden Age: Imagining The Future of Digital Gold

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.

Latest Updates

Retirement

How inflation is quietly moving the goalposts on retirement

Inflation doesn’t just raise today’s bills - it quietly increases the amount needed to retire, while simultaneously making it harder to save. Three steps to take before June 30th to improve retirement outcomes.

Investment strategies

Three strategies for investing amid AI whiplash

AI fears have shifted from bubble talk to disruption anxiety, driving investors toward asset-heavy, 'AI-resistant' businesses while punishing many software and service firms. This environment may be ripe for stock pickers.

Investment strategies

Are private market assets the answer in an unstable world?

Private markets can offer diversification and return potential, but their opacity, scale and wide dispersion of outcomes make manager selection and due diligence critical for non‑institutional investors.

Property

Mispriced in plain sight: The case for Global REITs

Global REITs have fallen out of favour, trading at deep discounts after years of underperformance, despite resilient earnings and improving fundamentals.

Investment strategies

Survival is the only success

True financial success isn’t about how much you make, but whether you can sustain it — survival is the only win that matters.

Investment strategies

$42 billion too late

Why Australia's biggest energy bet may already be redundant while a less celebrated government program is exceeding expectations. 

Investment strategies

Do investors accept lower returns from assets that make them feel good?

Assets that deliver emotional satisfaction tend to offer lower financial returns, as investors accept an “emotional yield” in place of performance which shapes how investors approach ESG and unpopular assets.

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