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05 September 2025 • By Adrian Suljanovic • 1 min read

Fed credibility erosion may propel gold above US$5k/oz, Goldman Sachs says

Goldman Sachs has warned threats to the Fed’s independence could lift gold above forecasts, shattering previous records. The erosion of the Federal ...

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Market pundits divided on availability of ‘reliable diversifiers’

While some believe reliable diversifiers are becoming increasingly rare, others disagree – citing several assets that continue to drive portfolio ...

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AMP eyes portable alpha expansion as strategy makes quiet comeback

Portable alpha, long considered complex and costly, is experiencing a quiet resurgence as investors navigate macro-driven markets and the dominance of ...

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Ten Cap remains bullish on equities as RBA eases policy

The investment management firm’s latest monthly update has cited rate cuts, labour strength and China’s recovery as key drivers of an improving ...

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Investors urged to revisit emerging markets opportunity

Cheap valuations, growth differentials, and CAPEX shifts have set the state for emerging markets to outperform, a portfolio manager has said

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Tokenisation tipped to transform markets, but adoption hurdles remain

Tokenisation of assets could overhaul the way financial markets operate, but industry experts say mainstream adoption will hinge on overcoming legacy ...

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Europe and EM take bigger share as US$2.5tn high-yield market globalises

The global high-yield bond market has transformed into a far more international and higher-quality investment universe, with Europe and emerging ...

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Gold’s surge draws caution on miner exposure

VanEck has highlighted that while gold mining stocks can amplify returns, they carry greater risk when gold prices fall. The sharp rally in gold ...

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RBA faces tougher path as GDP beats forecasts

With the latest print of GDP figures overshooting economist expectations, analysts have warned that the Reserve Bank of Australia (RBA) could face a ...

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Morningstar says Platinum-L1 merger is a lifeline for fund under pressure

Platinum’s proposed merger with L1 Capital isn’t going to wow the market, it’s a practical move for a business that’s been sliding quietly for years, ...

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