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No income, but (nearly) everything else: The case for gold in a retirement strategy

The unique benefits of a gold allocation are clear, but investors, particularly retirement savers, are missing out on much of the market according to World Gold Council market strategist Joe Cavatoni, who says the metal’s dual role as a consumer good and an investment asset is key to its bright outlook.

Lisa Uhlman | 1st Nov 2023 | More
AI and the knowledge revolution: How to invest through the froth

The rise of AI is part of a global knowledge revolution that is reshaping every aspect of our lives, according to AI thought leaders at the Australian Investor Association’s recent investX conference. While it’s new territory, the same investment principles should apply in picking the winners from the losers.

Lisa Uhlman | 11th Oct 2023 | More
  • After ‘remarkable reset’, fixed income resumes key diversifier role

    Recent economic turmoil has had the positive effect of giving fixed-income back its traditional defensive kick, says Western Asset’s Anthony Kirkham. Investors should be ready to reallocate as needed to take advantage of the renewed diversification benefits.

    Lisa Uhlman | 23rd Aug 2023 | More
    Making the most of concession cards (even if you’re not on the Age Pension)

    Following an increase in income test thresholds, many more Australians are now eligible for the Commonwealth Seniors Health Card and other concession schemes that provide valuable discounts. But many don’t realise they qualify even if they’re too wealthy to receive the Age Pension.

    Lisa Uhlman | 26th Jul 2023 | More
  • As energy solutions get cheaper, transition’s opportunity set broadens

    The global transition away from fossil fuels will require a massive reallocation of capital, and with the technology driving it now more cost-effective than ever, companies and investors that seize climate-related opportunities will be best placed to reap the benefits, according to recent MSCI research.

    Staff Writer | 14th Jul 2023 | More
    From Acorns, RAIZ has the potential to grow strong performance roots

    There is a case to be made that RAIZ (ASX:RZI) presents a significant market opportunity, if you have faith in the platform’s ability to diversify its revenue streams and consolidate its significant fan-base.

    James Dunn | 30th Jun 2023 | More
    As energy transition turns ‘disorderly’, reallocate to capture opportunities: Amundi

    With a successful and orderly energy transition “far from guaranteed”, disruptive themes are set to profoundly affect financial markets for years to come, the asset manager said in a new report. Investors should act – and potentially reallocate – accordingly.

    Lisa Uhlman | 17th May 2023 | More
    What winning fundies go through when they lose

    After posting a 16.6 per cent average annual return since 2014 and 31.8 per cent in FY20/21, the Cyan 3G Fund lost 35.8 per cent in FY21/22. So how does it feel, as a fund manager, when things head south in dramatic fashion? The fund’s co-founder, Dean Fergie, speaks to The Inside Network’s James Dunn.

    James Dunn | 19th Apr 2023 | More
    China’s self-sufficiency drive should put ‘local champions’ on the radar: Ninety One

    With China’s recent policy shift prioritising domestic businesses over foreign alternatives helping to drive growth, investors should look for companies and sectors set to benefit from policy tailwinds, according to Ninety One’s Charlie Dutton and Mendy Zhang.

    Lisa Uhlman | 14th Apr 2023 | More
  • In the war over AI’s future, the big guns may have already won

    Large language models like ChatGPT are part of a long technology continuum driven by Moore’s law, the observation that transistor capacity doubles every two years. To get in on AI’s surging growth, says Munro Partners’ Nick Griffin, investors should focus on the big – and not-so-big – names already poised to come out on top in the “race to shrink”.

    Lisa Uhlman | 29th Mar 2023 | More
    Tech sector soars as bond yields and banks fall

    Despite increased volatility emanating from the banking sector, tech stocks have been supported by falling bond yields on fears the global economy could slip into recession this year, with big-name companies leading the gains.

    Nicki Bourlioufas | 24th Mar 2023 | More
    Asia, small caps poised to benefit in changing market environment

    Shifting market dynamics mean some of the investment themes that worked in recent years are set to give way to new opportunities. Man Group’s Andrew Swan and Prime Value’s Richard Ivers recently discussed the promising outlook for Asia and small-cap stocks, where it’s all about fundamentals.

    Lisa Uhlman | 24th Mar 2023 | More
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