defence

Gold stocks, along with gold bullion have underperformed other asset classes so far in 2021, weighed down by elevated US Treasury yields and a stronger US dollar. The...

Our trade tensions with China have fuelled the coronavirus-spurred debate about our reliance on offshore supply chains for goods both to and from our shores. Apart...

Toilet Paper – check; Food – check; Gold – check; Defence(s) – check. We have written extensively on gold and food so here-in we detail some of the work we have...

Last week, Wilson Asset Management hosted their 2020 investor conference call. Chairman and CIO, Geoff Wilson used the opportunity to talk about market volatility, and...

Last week we touched briefly on a couple of Aussie defence stocks and how global defence industry spending generally does not wane even during economic slowdowns. This...

True to its name, the defence sector has historically displayed defensive investment qualities in times of difficulty. Coming as a surprise perhaps, during five of the...

A paradox of the Pentagon is that it can start a war in about five minutes, but when it comes to selecting contractors to supply the materiel the process drags out...