gold

Marcelo López spoke with Vimal Gor, head of Fixed Income and Defensive Strategies at Pendal Group, an independent Australian asset manager with about US$100 billion in...

In this month’s Cross Asset Review produced by Foresight Analytics, we look at the performance of various asset classes in the last Financial Year. Central Bank policy...

A$ Gold may be setting highs, but it’s a bit hard to go past the spate of recent blow-ups among the single-asset gold development stories. It’s been a slow and painful...

While the future correlation structure of asset classes sounds rather pedestrian, it is in fact key to the outcomes for diversified long-term multi-asset portfolios...

The market cooled today, mostly in the afternoon session although nothing too sinister – volume was light and conviction was low ahead of the G20 later in the week...

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...

Small cap gold stocks have had a remarkable run over the past 5 years, fuelled by rising production, a high gold price, and strong levels of cash generation. However...

Here are some of the standout charts on my radar. I aim to pick a good mix of charts covering key global macro trends, and ones which highlight risks and opportunities...

With big gold stocks looking fully-priced, the hunt is on for value down the chain. But tier-1 locations and scale are still must-haves. This is where Bardoc, led by...

Echo Resources (ASX:EAR) is a gold developer with its operations based in Western Australia. We believe that it provides the best exposure to ASX listed gold...

One of the latest "listings" on the ASX is First Au (ASX:FAU), which is the result of the June 2018 reinstatement of Public Holdings (Australia) Ltd following the...

Over the last couple of months, we have seen a clear lift in interest in the gold sector, in our view driven by a number of factors. 1. Diversification and...

After the strong rally which saw gold put on USD $100oz in Q4 2018, the precious metal market has undergone a much needed consolidation over the last fortnight, with...

Deeply embedded human behaviours will ensure that everything in finance will always be cyclical. After a sustained period of good times, the cycle is turning, and...

Gold prices finished 2018 on a tear, rallying well over USD $100oz from its mid August lows to close out the year at USD $1281.65oz (London Fix on 31/12/18). The metal...

Recent times have seen a number of porphyry copper-gold gold discoveries by junior to mid-tier explorers, with the most advanced being Xanadu (ASX: XAM, TSX: XAM) with...

Lately, we’ve been on edge with domestic and global corrections happening. Here are four defensive assets to further guard your portfolio against impact. You could...

While gold has disappointed over the last five years, what is often missed is that in Australian dollar terms it is up nearly 25% in the same time frame. With currency...

As the old saying goes; “one man’s trash is another man’s treasure”. And nowhere is this truer than the sometimes-scary world of deep value and contrarian investing....

Small companies continue to attract attention from investors while large caps deal with sector specific and macro headwinds. I took the opportunity to fire 10...