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Commodities

From iron ore to coal, gold to copper, and oil to gas; understand the commodities forming the bedrock of the Australian economy.

Commodities

Investors are queuing up to buy this one asset

Gold, and precious metals in general, are well and truly back in vogue. As a defensive asset class, but more importantly, as an asset to hedge against the impact from...
Jon Deane
Jon Deane
Trovio
Commodities

The Easter egg for your investments (but better for your waistline)

Gold has grabbed headlines during the COVID-19 situation, as investors have raced to safe-haven assets. While gold is valued as a hedge against short term volatility,...
Global X ETFs
Global X ETFs
Commodities

Where to next for gold?

Q1 2020 was another positive one for gold, with the price rising by 4% in USD terms. The rally, which saw the gold price end March 2020 just below USD 1,600 per troy...
Jordan Eliseo
ABC Bullion
Commodities

Are resources safe in this environment?

2020 has certainly not started the way anyone would have hoped for, and we sincerely hope that you and your loved ones are safe and healthy. From what initially...
BHP
FMG
+1
Stephane Andre
Alphinity Investment Management
Commodities

Playing Russian roulette with oil prices

Prior to the OPEC’s meeting with Russia on 6 March 2020, hopes were high that the endorsement of the proposed deeper production cuts of 1.5mbpd, on top of the ~2mbpd...
OSH
BRAD Potter
Tyndall AM
Commodities

Gold: The most effective hedge against equity weakness

Despite the sharp correction in precious metal prices last Friday, it has been a strong start to 2020 for gold, with the yellow metal rising by 12.99% in AUD terms,...
Jordan Eliseo
ABC Bullion
Commodities

Gold - the investment vaccine to coronavirus?

The rapid global spread of COVID-19 (coronavirus) has seen many investors incorporate gold into their portfolios. Gold is one of the best-known hedges against...
Global X ETFs
Global X ETFs
Commodities

Alkane Resources - A Boda-cious update

Alkane yesterday confirmed another strike of 689 metres @ 0.46g/t gold, 0.19% copper from 402 metres depth from the Boda prospect, stepping out a further 100 metres to...
AQX
BHP
+2
Emanuel Datt
Datt Capital
Commodities

The six big trends in global agriculture

The agricultural sector undoubtedly has its challenges; the impact of drought, waste, plastics, energy sourcing, labour, over-processing and methane emissions just to...
Tim Gerrard
Tim Gerrard
Janus Henderson
Commodities

Our most critical exports are under fire

Over the last two years, one of the biggest factors driving financial markets globally has been the US-China trade war. Nowhere has this effect been more pronounced...
Benjamin Goodwin
Merlon Capital
Commodities

3 key themes to shape resources in 2020

Whenever we speak to investors and companies, the acceleration of importance, acceptance and policy around environment, social and governance (ESG) issues has become a...
Daniel Sullivan
Janus Henderson
Commodities

New Zealand Primary Sector

In a previous life I once tried to explain to a horrified client of an Australian fund why the fund didn't own many mining companies when the market there was booming....
Stephen Bennie
Castle Point Funds
Commodities

Should we take the money or buy yet more resources? (NWH, BSL, FMG, S32, WHC, SFR)

We have recently moved fairly aggressively long the resources stocks with a 24% direct holding not including gold, hence the obvious question after moves like...
AWC
BHP
FMG
+7
James Gerrish
Market Matters
Commodities

Palladium soaring: the quiet precious metal

In notes to our clients we've talked a couple of times about gold, and touched on silver and platinum which are all members of the precious metals family. The...
Josh Terlich
Josh Terlich
Mason Stevens
Commodities

Opportunities in energy?

With close to 20% of our portfolio exposed to the energy sector, this has been by far our largest performance detractor over the last year. Over the past 10 years, the...
OSH
Simon Mawhinney
Allan Gray
Commodities

The ASX stocks to benefit from the battery minerals rebound

When ‘growth’ stocks go out of favour and stop attracting a premium, there’s often a large valuation gap that must be crossed before they begin to look attractive as...
IGO
INR
+7
Patrick Poke
A Rich Life
Commodities

Recharging the battery minerals boom

Two years ago battery minerals, and in particular, lithium, were all the rage. Orocobre and Galaxy Resources were up ~5x and ~37x respectively in a few years, and it...
BHP
+4
Patrick Poke
A Rich Life
Commodities

Uranium - WNA Symposium Podcast

Listen hereIn this episode, Marcelo López spoke to Brandon Munro, CEO of Bannerman Resources, a listed company on the Australian Stock Exchange, ASX, focused on...
Marcelo Lopez
Marcelo Lopez
L2 Capital Partners
Commodities

Uranium - Bulls get Ready

As uranium bulls, we are getting excited for the last few months of 2019 - which could see the uranium price appreciate materially. We are expecting the spot price of...
Scott Williams
Fiftyone Capital
Commodities

Will the world slip up on oil again?

World oil prices have spiked since last week following weekend drone attacks on oil production in Saudi Arabia. This has naturally raised questions about the threat to...
OSH
Shane Oliver
AMP
Commodities

Is rust forming on the Iron Giant?

In January 2019, the Vale-owned Brumadinho dam collapsed. This tragic event claimed the lives of more than 250 Brazilians. It was the second collapse in three years...
BHP
Stefan Hansen
Stefan Hansen
Tyndall AM
Commodities

MMT could spark a new bull cycle in gold

The year is 2003 and a long argument has ensued over gold and inflation. Gold is trading at $US370 an ounce, having recently traded at lows of $US250. I am locked in a...
Chad Slater
Chad Slater
Ellerston Capital
Commodities

Has the gold rally run too far?

Gold has played out better than we expected on the LONG side. We closed our LONG earlier this year (April), having been in the trade since September last year. It’s...
Chris Watling
Longview Economics
Commodities

A golden opportunity for Australian investors

Gold investors globally have been cheering in recent months as the USD gold price hit prices not seen since 2013. But for Australian producers and investors, the story...
AQG
SBM
Patrick Poke
A Rich Life
Commodities

What is in store for a two-speed mining market?

Headline performance of miners since 2016 has been sterling. The ASX100 Resources and Small Resources have both posted strong gains, with capital returns of 2x from...
Hedley Widdup
Lion Selection Group
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