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Commodities

Dip buyers emerge for gold as the dollar turns on itself

Gold bounced back in February on dip buying, dollar weakness and softer US Treasury yields.
World Gold Council
World Gold Council
The Rules of Investing

Nick Griffin: The good, the bad and the ugly

Bull market intact, Iran a risk, software under threat. Munro’s Nick Griffin breaks down the good, the bad and the ugly.
The Rules of Investing
Livewire Markets
Commodities

Critical minerals in the age of AI and tariffs

When we first explored the ’critical minerals arms race ’ in early 2023, the dominant narrative centred on accelerating demand for the energy transition colliding...
Vinnay Cchoda
Betashares
Fixed Income

Why hold private credit? - assessing some of the justifications

Investors should be clear on why they are holding private credit as the justification will often determine the type of exposure held.
Clive Smith
Macro

Global equities see strong start to 2026

In the first half of 2026, our Global Equity Strategy returned 19.9%, outperforming the MSCI All Country World Index by 7.8% net of fees on an asset-weighted basis....
Eric Marais
Orbis
Property

Investor participation rises again after sharp decline

Investors briefly retreated after the Budget, but early auction data suggests they're already returning to the market.
Nerida Conisbee
Ray White
Asset Allocation

The great adviser shortage: How growth advisers are building firms through acquisition | #48 Michael Campbell

Michael discusses the adviser shortage, advice firm valuations & how growth advisers are building scalable firms through acquisition.
Murdoch Gatti
York Wealth Management
Asset Allocation

How we're managing asset allocation through uncertain market conditions

Insights from the Future Generation Investment Committee
Future Generation
Future Generation
Investment Theme

Beyond the shine: three investment themes to watch

The latest on AI infrastructure, India-US trade and murmurs of a mega AI IPO.
+1
Billy Leung
Global X ETFs
Property

Why this is an active manager’s market in listed property

With dispersion high and valuations uneven, owning the index may mean missing the best opportunities in listed property.
David Kruth
Dexus Real Estate Securities
Commodities

EVs & battery tech: When rubber meets the ground

EVs have hit an inflection point, as rising fuel costs and energy security concerns accelerate the shift to battery tech.
Justin Lin
Global X ETFs
Funds

Volatility is back: what it means for bonds, equities and AI

Schroders’ Sebastian Mullins and Ben Arnold on why selectivity, not calm markets, is driving opportunity today.
Stephanie Gardner
Livewire Markets
Macro

What's next for US tariffs?

What has been announced?The U.S. Supreme Court ruled that tariffs imposed under the International Emergency Economic Powers Act (IEEPA) are unconstitutional. In...
Seema Shah
Principal Asset Management
Investment Theme

The huge investment opportunity in Climate and Clean Technologies

Investing in climate solutions through durable, high conviction companies powering the AI, energy and electrification transition.
Jai Mirchandani
ELM Responsible Investments
Fixed Income

NextDC notes: A blurring of credit‑equity risk

NextDC’s recent subordinated note issuance highlights a recurring challenge for credit investors: exposure to equity‑like risk without commensurate return. While the...
NXT
Phil Strano
Yarra Capital Management
Asset Allocation

Michael Tate - why global capital loves self-storage

How a fragmented "mum-and-dad" sector became a multi-billion-dollar asset class, driven by the psychology of clutter.
David Clark
Koda Capital
Education

Turning the page from Fiscal 2026 to Fiscal 2027

As Fiscal 2027 begins, investors face a market shaped by a myriad of forces including shifting equity leadership and uncertain bond markets.
David Buckland
Montgomery Investment Management
Equities

Maroun's market musings: what the market is rewarding

For long term investors, periods like these are often the moments when quality matters most not least.
Maroun Younes
Fidelity International
Macro

Treasury buybacks meet a structural headwind

Treasury buybacks may support market functioning, but they are unlikely to reverse the underlying upward pressure on yields.
Seema Shah
Principal Asset Management
Property

Chris Aylward - property cycles, leverage, and skyscrapers to funds

A 50-year property veteran unpacks today’s market risks, mispricings and lessons from costly mistakes in real assets and private credit.
David Clark
Koda Capital
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