commodities

The passive investing diehard assembled an unorthodox set of ETFs to beat inflation. It worked - the strategy returned 50% in 2025.

ETF returns in 2025 were dominated by one theme, but a surprise market also emerged among the leaders.

Most Livewire readers are bullish on 2026, but the playbook has changed, and inflation now looms as the biggest portfolio and personal risk.

This year’s most-tipped ETFs signal a massive rotation in Australian portfolios. Here’s where the money is moving.

Continuing disconnect between gold price and gold equity valuations. By Andrew Russell.

The best opportunities still belong to those who can think independently, stay patient, and hold their nerve when consensus turns.

Geopolitics, underinvestment, and surging demand are reshaping commodity markets - creating both disruption and opportunity for investors.

A nugget in the rough: overlooked, underpriced, and quietly delivering.

Over very long intervals, short-term random fluctuations (“noise”) cancel one another – and ever clearer and steadier signals emerge.

Iron-ore outlook steadied by talk of surprise property-support meeting and PBoC balance-sheet pickup; watch credit impulse for confirmation.