Commodities Articles

As contrarian investors, we often find ourselves in unloved areas of the market. Eighteen months ago, lithium miners fell squarely into the ‘unloved’ category. In fact, it would have been difficult to find a more out-of-favour area of the market at the time.

Chris WatsonDirector at Contrarius Investment Advisory Pty Limited

23 Oct 2026

Is This 1973 Again? Your Stagflation Survival Guide at a Time When It May Be Needed

October 2026 is a very different world in global markets to that of 2025. Brent crude is knocking on US$100 a barrel.

Macro Asset Allocation Commodities ETF Managed Fund Investor Education

7 Oct 2026

· Simon Turner

· 8 MIN READ

The Great Uranium Deficit: A Shortage the Market Has Stopped Paying For

Uranium has become a rare commodity where almost everyone agrees on its direction and almost nobody agrees on the optimal timing.

Commodities Investment Themes ETF Investor Education

2 Sept 2026

· Simon Turner

· 7 MIN READ

The Alternatives Showdown: Gold Bullion vs Gold Miners vs Bitcoin. Which ETF Actually Provides Portfolio Protection?

Central banks can’t buy gold fast enough, while gold miners are recovering after a dramatic selloff and Bitcoin, the asset previously regarded as digital gold, is having a miserable year.

ETF Commodities Alternative Investment

17 Aug 2026

· Simon Turner

· 9 MIN READ

Is This 1973 Again? Your Stagflation Survival Guide at a Time When It May Be Needed

October 2026 is a very different world in global markets to that of 2025. Brent crude is knocking on US$100 a barrel.

Macro Asset Allocation Commodities ETF Managed Fund Investor Education

7 Oct 2026

· Simon Turner

· 8 MIN READ

The Great Uranium Deficit: A Shortage the Market Has Stopped Paying For

Uranium has become a rare commodity where almost everyone agrees on its direction and almost nobody agrees on the optimal timing.

Commodities Investment Themes ETF Investor Education

2 Sept 2026

· Simon Turner

· 7 MIN READ

The Alternatives Showdown: Gold Bullion vs Gold Miners vs Bitcoin. Which ETF Actually Provides Portfolio Protection?

Central banks can’t buy gold fast enough, while gold miners are recovering after a dramatic selloff and Bitcoin, the asset previously regarded as digital gold, is having a miserable year.

ETF Commodities Alternative Investment

17 Aug 2026

· Simon Turner

· 9 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

Gold, Bitcoin and The Old Portfolio Playbook

For decades, the “60/40 portfolio” felt like the smart, set-and-forget way to invest: 60% in shares for growth and 40% in bonds for stability. When shares wobbled, bonds usually rose. Simple. Reliable. It worked through bull markets, mild recessions and falling interest rates.

Commodities Cryptocurrency & Blockchain Investor Education

30 June 2026

· Chris Tipper

· 7 MIN READ

The Wild West Investor: Three Portfolio Pillars for an Uncertain Future

For decades, investors relied on the classic 60/40 portfolio: 60% equities and 40% bonds. That worked well during an era characterised by declining interest rates and relatively stable inflation.

Investor Education Managed Fund Commodities Cash/Money Market

17 June 2026

· Simon Turner

· 6 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.

Investor Education Commodities ETF

11 Mar 2026

· Simon Turner

· 7 MIN READ

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 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

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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