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The Cheapest Commodity in the World Right Now

For most of financial history, oil has been the beating heart of the global economy as it has fuelled transport, industry, and economic growth. But in early 2026, oil may well hold a less impressive title: the cheapest major commodity in the world. It’s currently trading at a price that defies historical patterns and conventional market wisdom.

29 Jan 2026
 · 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).

23 Jan 2026
 · 13 MIN READ

The Great Broadening Has Begun

Are you tired of hearing about the Magnificent Seven being the only investment game in town? That would be understandable since it’s the narrative that’s dominated global equity markets for many years now. It’s been the same outside of the U.S., including here in Australia. The Magnificent Seven have been driving the global equity markets to new highs, and international participation has been rising accordingly.

22 Jan 2026
 · 5 MIN READ

‘Britain’s Warren Buffet’ & the Discipline of Being Early

Anthony Bolton, often described as ‘Britain’s Warren Buffett’, remains one of the few modern investing masters whose reputation rests not on a single cycle or style tailwind, but on a long, verifiable record of compounding through multiple market environments. His edge came from a disciplined process applied consistently over nearly three decades, combined with a rare willingness to sit with discomfort. There’s plenty to learn from this investment legend…

19 Jan 2026
 · 7 MIN READ

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