gold

If you were to guess what’s in the portfolio of income specialist, Plato Investment Management, you probably wouldn’t have put growth juggernaut, CSL, on your list....

Why we have been buying Oceana We have historically allocated between 4 and 8% of our portfolio to gold equities. We do so for their defensive (uncorrelated)...

We have recently moved fairly aggressively long the resources stocks with a 24% direct holding not including gold, hence the obvious question after moves like...

In notes to our clients we've talked a couple of times about gold, and touched on silver and platinum which are all members of the precious metals family. The...

If there is one thing we have noticed over the last 12 months or so it is a bifurcation in the gold equities market. There has been a clear distinction drawn between...

In February, we wrote an article on Echo Resources titled 'Is this the ASX's cheapest gold developer?' highlighting the company's unique asset base in one of...

The year is 2003 and a long argument has ensued over gold and inflation. Gold is trading at $US370 an ounce, having recently traded at lows of $US250. I am locked in a...

Gold has played out better than we expected on the LONG side. We closed our LONG earlier this year (April), having been in the trade since September last year. It’s...

Following this week's global share-market rout, Saxo Capital Markets Australia Market Strategist Eleanor Creagh said that global markets remain vulnerable to a...

Nowadays, it's easy for investors to become overly preoccupied with the larger macroeconomic picture. Nonetheless, such a preoccupation is perfectly understandable...