gold

Tim Toohey, head of macro and strategy at Yarra Capital Management, sat down with our own Patrick Poke this week to discuss all things macro. The first 20 minutes of...

Yesterday Russian President Vladimir Putin announced a "special military operation" in Ukraine - an apparent euphemism for "invasion". For many investors who haven't...

After a strong rally in 2019 and 2020, gold traded sideways last year. Stock markets surged higher, and investors priced in higher US interest rates, blunting gold’s...

The stock market doesn’t view a calendar year any differently from all the other 365-day periods, but January is as good a time as any to look back and learn. If this...

Gold prices have continued to trade in a narrow range in December, with the precious metal oscillating around the USD 1,800/oz price point. Assuming there’s no...

Gold is in a sweet spot; in our view, this could be an opportune time to invest into those companies that benefit from the rising gold price, its miners. Gold prices...

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...

A fairly lacklustre morning gave way to a bullish afternoon for stocks with the IT sector surging back into vogue at the expense of Energy, the first day of red in...

Commodities have faced a protracted period of uncertainty since the global financial crisis. But with multiple structural tailwinds and the risk of inflation making...

We have a relatively sanguine outlook on inflation, as discussed in “Part 1: Inflation – Tall Tales and True Causes.” Perhaps you don’t share our view. Or perhaps like...