Are defence stocks and gold equities still a buy?
Does the 'gold and guns' trade still have legs and is it a prime contrarian play to take advantage of current market weakness? Here's my view, with caveats.
Tony is a former managing editor of BRW, Shares, Personal Investor, Asset and CFO magazines. He specialises in small listed companies, IPOs, entrepreneurship and innovation and writes a weekly blog for The Sydney Morning Herald/The Age on small companies and entrepreneurs.
Does the 'gold and guns' trade still have legs and is it a prime contrarian play to take advantage of current market weakness? Here's my view, with caveats.
The best defence against volatility is having a well-designed, diversified portfolio aligned to your goals and periodically rebalancing it. Here are two mixed-asset Exchange Traded […]
For traders and active investors with a short-term investment horizon, here are two ideas to consider in these sectors if the Iran attacks prove more difficult than the US expected.
For traders and active investors with a short-term investment horizon, here are two ideas to consider in these sectors if the Iran attacks prove more difficult than the US expected.
Resource-focused Listed Investment Companies shine amid the gloom. Here are three of them.
There’s value emerging in REA Group and CAR Group as long-term bets.
While Artificial Intelligence fears may drive software-as-a-service stocks below their real worth, index investing can still play a role.
Contrary to media speculation, I can’t see the case for three rate rises this year. If I’m right, REITs could be among the more interesting investment ideas in 2026.
The price of copper and gold have been boosted by bullish short-term sentiment, but as always I believe investors should also continue to take a long-term view.
The price of copper and gold have been boosted by bullish short-term sentiment, but as always I believe investors should also continue to take a long-term view.
You don't have credit card details available. You will be redirected to update payment method page. Click OK to continue.