Strategic Investment

Fuelled by the COVID-19 pandemic, Australia’s already declining cash target rate dropped to 0.1% in 2020, the lowest since 1990. This led to a reduction in Australian superannuation fund allocations to cash and bonds and an increase in risk-on assets, such as equities, in the hunt for returns. But will this move help achieve their desired returns at reasonable risk levels?

Climate change is both a physical reality and a rapidly growing systemic and existential risk that all aspects of society are currently learning to address. It is now widely understood that greenhouse gas (GHG) emissions must therefore decrease very rapidly – ultimately, to ‘Net Zero’ – if we are to avoid potentially catastrophic consequences. The process of decarbonising the economy is such an urgent priority that it is currently reshaping nearly all policy, business, and investment decisions.

A better gold valuation tool for investors

We launched Qaurum^SM almost two years ago in response to a vocal need for more robust and accessible gold valuation analytics. While these exist in abundance for other asset classes, gold investors have historically had to settle for something more cursory or incomplete.

Equity yields support gold as investors position for historical September strength

As the global economy emerges from an unprecedented shutdown, both policymakers and investors are operating in uncharted territory. To better understand investor strategies during this important transitional period, we interviewed approximately 500 institutional investors around the world about their portfolios, allocations and views on markets, gold and other individual asset classes.

Gold benefits from diverse sources of demand: as an investment, a reserve asset, a luxury good and a technology component.  It is highly liquid, no one’s liability, carries no credit risk, and is scarce, historically preserving its value over time.

Gold benefits from diverse sources of demand: as an investment, a reserve asset, a luxury good and a technology component. It is highly liquid, no one’s liability, carries no credit risk, and is scarce, historically preserving its value over time.

Gold benefits from diverse sources of demand: as an investment, a reserve asset, a luxury good and a technology component.  It is highly liquid, no one’s liability, carries no credit risk, and is scarce, historically preserving its value over time.

Gold benefits from diverse sources of demand: as an investment, a reserve asset, a luxury good and a technology component.  It is highly liquid, no one’s liability, carries no credit risk, and is scarce, historically preserving its value over time.

Gold benefits from diverse sources of demand: as an investment, a reserve asset, a luxury good and a technology component. It is highly liquid, no one’s liability, carries no credit risk, and is scarce, historically preserving its value over time.