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World Gold Council

Digital gold: Unlocking a $700-billion opportunity

The appeal of gold has endured for thousands of years because what it represents has not changed: a scarce, physical, trusted and strategic asset, and a reliable store of value. However, as the financial world becomes increasingly digitalised, the gold market must adapt.

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.

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Retirement

The retirement account that Australia should have

Our retirement system asks one account to do two very different jobs. A dedicated "rainy day" account separating income from emergency savings could deliver better outcomes and greater peace of mind for retirees.

Investing

What the US midterm results mean for investors

Democrats have regained control of Congress, changing the equation in Washington. Whether that proves positive for investors will depend less on the result itself and more on what happens next for growth and markets.

Taxation

Should the capital gains tax reward risk?

A reader query on the recent CGT reforms has revealed a bigger issue. One overlooked feature of the old system may have done more than compensate for inflation. As we move to indexation, are we forgetting to reward risk?

Investment strategies

Bonds: The income and diversification trade-off

Rising yields have made bonds attractive again, but that does not mean they will behave as expected. As inflation, fiscal pressures and geopolitical risks reshape markets, the role of bonds may be more complicated than it appears.

Investment strategies

Why high-dividend investing deserves another look

Income investors have endured several lean years, but signs of a recovery are emerging. As opportunities improve, investors face an important choice between chasing headline yields and building a reliable source of income.

Investment strategies

Why 'overvalued' has been such an expensive word

Investors love simple rules, especially when markets appear stretched. Yet some of the strongest returns have arrived when the outlook seemed least attractive. This leaves an important question that history struggles to answer.

Investment strategies

AI – A good kind of bubble or just a bubble?

Investor obsession with AI is attracting unprecedented amounts of capital and confidence. But beneath the excitement lies uncertainties about returns, funding and risks that enthusiasts may not be paying enough attention to.

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