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Investor Education · Commodities · 7 MIN READ

The Shifting World Order & What it Means for Investors

For the longest time global investment markets been defined by the implicit assumption that globalisation, relative geopolitical stability and expanding trade would continue indefinitely. However, that assumption is being tested.

Simon TurnerHead of Content (CFA)

11 Mar 2026

Why the Debasement Trade Matters

If you know many gold bugs, and there are certainly more of them around these days, you may have observed that the number of them touting the arrival of ‘debasement trade’ is on the rise. However, this idea is far from being a new or short-term phenomenon, nor for gold bugs’ eyes only. It’s been a simmering issue for years, and is likely to matter for all investors for many years to come.

Currency, Crypto and ICO Commodities Macro Investor Education

9 Feb 2026

· Simon Turner

· 7 MIN READ

Investing in the Age of Discontent

If you’re a news reader, you’re probably feeling like the world is engulfed in a crisis with no end date in sight. It sure feels like that as bad story after bad story is channelled toward news consumers around the world. Take your pick of which one that matters most. Trump’s latest offensive tweet, the housing shortage, the cost of living, the system, the list goes on.

Macro Investment Themes Commodities ETF

4 Feb 2026

· Simon Turner

· 7 MIN READ

Stock-picking in the resources sector

Our playbook for investing in commodities has historically been to identify high-quality assets that sit at attractive points on their commodity cost curve, and to establish a position when the balance sheet is solid and the commodity price has cost curve support (i.e. some producers are losing money at spot pricing).

Commodities Managed Fund

23 Jan 2026

· Emma Fisher

· 13 MIN READ

Why the Debasement Trade Matters

Currency, Crypto and ICO Commodities Macro Investor Education

9 Feb 2026

· Simon Turner

· 7 MIN READ

Investing in the Age of Discontent

Macro Investment Themes Commodities ETF

4 Feb 2026

· Simon Turner

· 7 MIN READ

Stock-picking in the resources sector

Commodities Managed Fund

23 Jan 2026

· Emma Fisher

· 13 MIN READ

Explore 100's of investment opportunities and find your next hidden gem!

Search and compare a purposely broad range of investments and connect directly with product issuers.

Explore Investments

Why the Run on Real Assets May Be Just Getting Started

In a world dominated by all things technology-related, it’s been easy for investors to forget about real assets. Until recently, many did. But recently, a noteworthy shift began back toward the precious metals, commodities, infrastructure, and real estate of the real assets world. Their appeal is intuitively easy to understand. It’s their tangibility, while historically they’ve been viewed as inflation hedges and diversifiers.

Commodities Property Infrastructure Investor Education

27 Nov 2025

· Simon Turner

· 6 MIN READ

Learning from the permabears without becoming a pessimist

Have you ever met a true permabear? It sometimes seems like this pessimistic breed of investors are preprogramed to celebrate all bad news and criticise all good news.

Macro Asset Allocation Commodities

18 Mar 2025

· Simon Turner

· 6 MIN READ

What the US Sovereign Wealth Fund & Gold are warning us

You’ll have noticed that Trump’s presidency has started with Change with a capital C. He’s breaking laws, circumventing Congress, and encouraging Elon Musk to dismantle government departments. Most legal scholars agree the US is in a constitutional crisis. Amidst the chaos, Trump announced he’s introducing a Sovereign Wealth Fund. The idea has been mooted for some time so this wasn’t a surprise, but it may mean more to investors that is apparent at this juncture…

Macro Commodities Infrastructure Mining, Resources & Energy

26 Feb 2025

· Simon Turner

· 6 MIN READ

The ugliest two words in the dictionary

Trump talked a big game on tariffs during his journey back to the White House. ‘If I’m going to be president of this country, I’m going to put a 100, 200, 2,000 per cent tariff,’ on cars from Mexico he forewarned. He went so far as to describe tariffs ‘as the most beautiful word in the dictionary.’ Investors should prepare for two uglier words...

Macro Commodities Investor Education

20 Nov 2024

· Simon Turner

· 6 MIN READ

Commodity ETFs: an ideal portfolio diversifier

Money has been flowing into commodities this year due to persistent high inflation and geopolitical tensions, prompting investors to seek strategic, inflation-proof assets.

Commodities Investor Education

17 May 2024

· Ankita Rai

· 6 MIN READ

Gold vs Bonds - the aftermath of a trouncing

Financial markets thrive on long term correlations holding for the simple reason it provides high-probability context for investors to make investment decisions. So when a long term correlation breaks down that most investors thought made financial and intuitive sense, it’s generally worth delving deeper.

Fixed Interest Commodities Asset Allocation

18 Apr 2024

· Simon Turner

· 7 MIN READ

The case for gold

Gold investors seem to be a dying breed. With momentum-focused investors increasingly focused upon AI-focused opportunities at the expense of all other sectors, it’s easy to see why. Age is also a factor. Some younger investors question whether the gold investment case carries as much weight in an era when digital solutions dominate. But what if the market is dismissing gold at the very moment it’s about to break out and prove its role as an important portfolio diversifier?

Commodities Investor Education

11 Aug 2023

· Simon Turner

· 6 MIN READ

Why lithium gets investors’ hearts racing

It won’t have escaped most investors’ attention that lithium continues to reign supreme as the market’s hottest commodity. Lithium stocks such as Pilbara Minerals (ASX:PLS) and Allkem (ASX:AKE) are once again amongst the strongest performers on the ASX year to date. As with all investment themes, it’s worth delving deeper than the lithium headlines and associated stock outperformance to understand the longer term investment case.

Commodities Investor Education Investment Themes

14 July 2023

· Simon Turner

· 5 MIN READ

What happened to the commodities supercycle?

Throughout 2022, investors were reminded by a number of market experts that most commodities were in chronic undersupply. “Buy the chemical table”, was the advice given by more than one strategist who believed we were at the start of a new commodities supercycle.

Commodities Macro Investor Education

15 June 2023

· Simon Turner

· 6 MIN READ

Why uranium should be on your radar

Uranium is a commodity which tends to inspire impassioned debate amongst investors and the population at large. Some remember Chernobyl and Fukushima and retain a blanket negativity toward nuclear energy and uranium as a result.

Commodities Mining, Resources & Energy Investor Education

6 June 2023

· Simon Turner

· 6 MIN READ

Is gold actually useful?

It’s been used as a symbol of prestige and authority for thousands of years. The earliest coins minted by a central bank were made from gold. It has applications in electronics, dentistry, aerospace and medical industries. Demand for gold as a decorative item hasn’t waned since the time of Ancient Egypt. But given most gold is just hoarded in the vaults of central banks, is it actually useful?

Commodities Investor Education

17 Mar 2023

· 4 MIN READ

Why consider investing into commodity markets

This presentation will discuss why now is a good time to consider making a portfolio allocation into the commodity asset class and how to do this in a low cost and tax efficient manner without sacrificing too much income or capital growth potential from the rest of an investor’s portfolio.

Commodities Investor Education

Watch now

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