gold

The Market Matters lead portfolio manager talks the recent recovery, Trump, gold, and why he thinks there's plenty of opportunities.

Trump’s first 100 days since returning to office provides historic backdrop for World Gold Council’s Gold Demand Trends Report for Q1 2025.

The latest Bank of America survey shows a broad consensus among professionals that US stocks and the greenback could keep falling.

With equities on the bounce, we get a temperature check on where the opportunities are now or if this is simply a false dawn.

In our view, one of the largest opportunities for gold is the potential return of Western investors to gold.

The willingness to hold and reluctance to sell – given current extreme policy uncertainty – could generate real momentum in the gold price.

As the market stumbles, a handful of companies and ETFs are going the other direction. Should investors chase this defensive momentum trade?

10-year Treasuries also hedge against inflation, recession and uncertainty; moreover, unlike these bonds, boom-bust cycles plague gold.

Gold smashed through the psychological $3,000 barrier in mid-March and hasn’t looked back. What’s fuelling its relentless momentum?

AMP’s Shane Oliver tips a 15% market fall from recent highs as Trump eyes the most extreme US protectionist policy in over 100 years.