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

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

· Tom Elisson

· 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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