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1 July 2025
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2022 is another example of gold providing portfolio protection when it’s needed most. Australian investors may be able to magnify the protective benefits by purchasing gold in Australian dollars.
In 2021, the gold price failed to sustain its strong rise since 2018, although it recovered after early losses. But where does gold sit in a world of inflation, rising rates and a competitor like Bitcoin?
Multiple factors have seen gold fall in 2021, despite the rise in inflation. But given gold has performed strongly across longer periods of higher inflation, gold may benefit under the current inflation outlook.
While gold has been in a corrective pattern for the last year, a solid case can be made in the coming decade as investors with portfolios concentrated in equities and fixed income struggle for good returns.
Given gold is liquid, efficient to allocate to and has a track record of protecting portfolios during equity market turbulence, is it worth a modest allocation to gold in a diversified super portfolio?
The rise of the Bitcoin price coinciding with a pullback in the gold price is leading commentators to argue the precious metal is being usurped by its purported digital counterpart. There's a long way to go.
For much of Australia’s history, each new generation has been better off than the last: better jobs and incomes as well as improved living standards. A new report assesses whether this time may be different.
In selling the super tax, Labor has repeated Treasury claims of there being $50 billion in super tax concessions annually, mostly flowing to high-income earners. This figure is vastly overstated.
The latest lists of Australia’s wealthiest individuals show that while overall wealth has continued to rise, gains by individuals haven't been uniform. Many might have been better off adopting a simpler investment strategy.
As inflation eases, the Albanese government is switching its focus to lifting Australia’s sluggish productivity. Can corporate tax cuts reboot growth - or are we chasing a theory that doesn’t quite work here?
April’s sharp rebound may feel familiar, but are V-shaped recoveries really more common in the post-COVID world? A look at market history suggests otherwise and hints that a common bias might be skewing perceptions.
Old distinctions between developed and emerging market bonds no longer hold true. At a time where true diversification matters more than ever, this has big ramifications for the way that portfolios should be constructed.
As the July school holiday break nears, here are some investment classics to put onto your reading list. The books offer lessons in investment strategy, financial disasters, and mergers and acquisitions.