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7 March 2026
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As bonds swoon and equities plateau, gold has reached Australian dollar all-time highs, thanks in part to rising geopolitical tensions. Is it too late to buy, or even increase, a gold allocation in a portfolio?
Australian investors have been allocating more to fixed income assets this year. Persistent inflation is a key risk for bonds, and that's where gold can play a diversifying role within an investment portfolio.
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.
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?
With gold now on the radar of individual investors, SMSFs and institutions, here's what you need to know about the choices between gold bars, gold ETFs and even gold miners, with Jordan Eliseo.
An investment in gold without hedging the currency risk of the USD price can deliver portfolio diversification and protection, with the AUD price often rising when equity markets are falling.
SMSF trustees are concerned about stock market volatility and low interest rates, and they asked six important questions during this seminar on whether gold has a role in their portfolios.
Although gold is not an income-producing investment, the price tends to do well when equity markets fall and interest rates are low. The recent strength is in response to perceived greater risks in financial markets.
Only a tiny proportion of SMSF assets are invested in physical gold, but it's worth considering in a world of uncertainty and volatility, especially when interest rates are low.
Falling gold prices this year have scared off many gold investors, and traditional financial asset buyers are unlikely to return in time for a rally.
Amid the bucket loads of optimism and faith, just as you want to rush out of the room and buy some gold bullion or gold shares, along comes somebody to spoil the party.
Our cost-of-living pressures go beyond the RBA: surging house prices, excessive migration, and expanding government programs, including the NDIS, are fuelling inflation, demanding bold, structural solutions.
The post-World War Two economic system is unravelling, leading to huge shifts in currency, bond and commodity markets, yet stocks seem oblivious to the chaos. This looks to history as a guide for what’s next.
A more rational taxation system that supports home ownership but discourages asset speculation could provide greater financial support to first home buyers.
The capital gains tax discount is under review, but debate should go beyond its size. Its original purpose, design flaws and distortions suggest Australia could adopt a better, more targeted approach.
This is my last edition as Editor of Firstlinks. I’m moving onto a new role though the newsletter will remain in good hands until my permanent replacement is found.
Most commentary on gold's recent record highs focus on it being the product of fear or speculative momentum. That's ignoring the deeper structural drivers at play.