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12 September 2026
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With the soft-landing narrative on the ascendancy, optimism is high within capital markets today. But challenges are on the horizon. As such, we believe that investors should look closely at the portfolio benefits gold can bring.
Another year of blistering central bank buying, together with resilient jewellery consumption, offset substantial annual ETF outflows. Sizable OTC investment was evident in gold’s price strength last year.
Latest Gold Demand Trends report shows gold continued to perform globally as central bank buying hit a first half record. Australian consumption fell 37% in Q2 as AUD gold prices hover at all-time high levels.
Developed market central banks are nearing the end of their tightening cycles.1 For now, market consensus points to a mild contraction in the US in late 2023 and slow growth in developed markets.
SMSF investors continue to face inflationary pressure not seen in decades, and it could influence investment performance if the potential effects are not considered. Here's how to inflation-proof your portfolio.
Gold, in Australian dollars, delivered positive returns in 2022 and this has continued so far in 2023. It has attracted attention: not only have global central banks continued to buy gold, but Australia’s sovereign wealth fund has also added gold to its portfolio.
For generations, Australian investors have backed banks, miners and dividends. But has that loyalty come at a cost? A look at the numbers raises an uncomfortable question about where future returns will come from.
The housing debate tends to focus on prices, interest rates and deposits. Yet an overlooked feature of the mortgage itself could help buyers enter the market sooner without abandoning prudent lending standards.
Thinking about an SMSF? Before you sign anything, learn how to spot the difference between genuine advice and a sales pitch, understand the real costs, and avoid the compliance mistakes that attract ATO attention.
Market conditions are shifting as familiar yield sources quietly lose momentum. Australian public credit may be the most compelling source of income in today's market but many investors haven't noticed the shift.
Reporting season has delivered a clear message: the market is no longer paying simply for quality, resilience or an earnings beat. It is paying for change in earnings expectations and the outlook ahead.
Some of history's most important innovations changed the world while leaving investors much poorer. As trillions pour into AI, a familiar pattern may be emerging, one that rewards society far more generously than capital.
August reporting season delivered strong earnings and bigger-than-expected dividends, but beneath this, a more nuanced story emerged. First Sentier Investors’ David Wilson and Christian Guerra unpack the key trends.