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17 May 2025
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Key factors that have fuelled gold’s price rise in 2025 include the spectre of US tariffs, geopolitical uncertainty, stock market volatility and US dollar weakness. A sharp revival in gold ETF inflows led to a more-than-doubling of total investment demand for the quarter.
The Trump administration’s announced tariffs have introduced new turbulence to the markets as investors seek to assess the possible ramifications across economies and asset classes.
The US tariff and trade disruptions have already prompted strength-building and pro-growth policy action in Europe, leading NB's Asset Allocation Committee to upgrade its view on the European market while maintaining a balanced view on overall asset allocation.
Transportation is undergoing a transformation unlike anything we’ve seen in the past century. Technologies ranging from electric vehicles and self-driving cars to drones and hyperloop systems are redefining how people and goods move.
VanEck’s latest analysis, Tariff Turbulence, April 2025, highlights the hidden, under-owned assets for investors to consider as they reassess their portfolios in the current climate.
Getting corporate culture right can be a powerful tool for any company and an important dimension for firm value. While intrinsically important for companies, it is notoriously difficult to measure.
This paper explores the key structural trends shaping the climate-related investment landscape and explains that the climate opportunity is not just about meeting sustainability targets but capturing one of the most significant investment themes of the 21st century.
This paper extends RQI's recent research on extreme concentration, turning to the Australian and Emerging Markets (EM) experiences. It aims to provide evidence that Australia and EMs do not show the same recent upward trend in concentration as the US.
The world is in a state of flux as geopolitical risks escalate around the globe. In this context, investors could benefit from adopting a value-driven strategy and identifying compelling opportunities at the company level.
This paper sets out the foundations of quality investing and compares its performance and risk to other identifiable investing ‘factors’ using over 25 years of history. Quality, like other factors, behaves differently during different economic regimes.
This paper examines tariffs from the American perspective, looks at China’s leading role in the ongoing trade war and discusses the macro and market consequences and implications for investors.
This paper draws on the expertise of five leading advisers to provide an introduction to the unique challenges and opportunities within retirement planning, emphasizing the need for evolving philosophies to meet the demands of today’s environment.
Labor has announced a $2.3 billion Cheaper Home Batteries Program, aimed at slashing the cost of home batteries. The goal is to turbocharge battery uptake, though practical difficulties may prevent that happening.
The famed investor says the rapid switch from globalisation to trade wars is the biggest upheaval in the investing environment since World War Two. And a new world requires a different investment approach.
Every crisis throws up opportunities. Here are ideas to capitalise on this one, including ‘overbalancing’ your portfolio in stocks, buying heavily discounted LICs, and cherry picking bombed out sectors like oil and gas.
The boss of Australia’s fourth largest super fund by assets, UniSuper’s John Pearce, says Trump has declared an economic war and he’ll be reducing his US stock exposure over time. Should you follow suit?
While many chase high yields, true investment power lies in companies that steadily grow dividends. This strategy, rooted in patience and discipline, quietly compounds wealth and anchors investors through market turbulence.
The Australian stock market has had almost 40 dips of 10% or more since 1920, with many of these triggered by weakness in the US. What would have happened in each case had you 'bought the dip'?