GP Wealth
Tech Sell-Off, NVIDIA Earnings and Gold

Australian tech favourites have pulled back hard—Wisetech (-21%), Xero (-20%), Carsales (-8%)—driven by global tech unwinds, not fundamentals. For sophisticated investors, this is a rare chance to buy quality growth names at attractive valuations.

Nvidia’s blowout quarter confirms relentless AI demand, flipping sentiment and setting up a strong year-end rally. Pair that with Goldman’s gold upgrade to $4,900 by 2026, and you’ve got two powerful tailwinds.

Volatility isn’t risk—it’s opportunity. Are you ready to capitalise?

Tech Sell-Off, NVIDIA Earnings and Gold
GP Wealth
Gold: A Bump in the Road

Despite recent price dips, we believe the long term bull market for gold remains intact. Short term volatility is natural, but structural drivers such as US currency debasement and global financial reordering point to higher prices ahead. Discover why current retracements may present a buying opportunity and what history tells us about gold’s potential upside.

Gold: A Bump in the Road
GP Wealth
Shaw and Partners Research Monitor - October ...

Australia leads the world in iron ore, gold, copper, uranium, and rare earths, fueling the next decade of resource demand. With strategic commodities at the center of energy transition and geopolitical shifts, opportunities span from iron ore exports to uranium for nuclear energy and rare earths for tech markets. Top stock picks include BHP, Sandfire Resources, Genesis Minerals, Ramelius Resources, and more—positioning investors to benefit from Australia’s resource strength.

Shaw and Partners Research Monitor - October 2025 Edition
GP Wealth
Strategic Resources Surge - Why Gold’s Record ...

Gold has hit US$4,176/oz, up 55% year-to-date, while silver trades above US$53/oz. Central banks are buying aggressively, inflation fears persist, and geopolitical risks grow. Despite the rally, miners remain undervalued, and private investor allocations are minimal—signaling more upside ahead.

Strategic Resources Surge - Why Gold’s Record Run May Just Be Beginning
GP Wealth
GP Wealth Sits Down with Dr. David Allen on ...

GP Wealth speaks with Dr David Allen of the Plato Investment Management to explore how a long-short global equity strategy can balance growth and preservation. In this conversation, Dr Allen shares insights on performance, risk management, and the innovative use of AI to identify opportunities and protect investors.

GP Wealth Sits Down with Dr. David Allen on Global Equity Opportunities

Tech Sell-Off, NVIDIA Earnings and Gold

Tech Sell-Off, NVIDIA Earnings and Gold

Australian tech favourites have pulled back hard—Wisetech (-21%), Xero (-20%), Carsales (-8%)—driven by global tech unwinds, not fundamentals. For sophisticated investors, this is a rare chance to buy quality growth names at attractive valuations.

Nvidia’s blowout quarter confirms relentless AI demand, flipping sentiment and setting up a strong year-end rally. Pair that with Goldman’s gold upgrade to $4,900 by 2026, and you’ve got two powerful tailwinds.

Volatility isn’t risk—it’s opportunity. Are you ready to capitalise?

Gold: A Bump in the Road

Gold: A Bump in the Road

Despite recent price dips, we believe the long term bull market for gold remains intact. Short term volatility is natural, but structural drivers such as US currency debasement and global financial reordering point to higher prices ahead. Discover why current retracements may present a buying opportunity and what history tells us about gold’s potential upside.

Shaw and Partners Research Monitor - October 2025 Edition

Shaw and Partners Research Monitor - October 2025 Edition

Australia leads the world in iron ore, gold, copper, uranium, and rare earths, fueling the next decade of resource demand. With strategic commodities at the center of energy transition and geopolitical shifts, opportunities span from iron ore exports to uranium for nuclear energy and rare earths for tech markets. Top stock picks include BHP, Sandfire Resources, Genesis Minerals, Ramelius Resources, and more—positioning investors to benefit from Australia’s resource strength.

Australian Equity Strategy

Australian Equity Strategy

Australia’s economy is showing renewed strength with growth supported by household spending and investment. This shift creates opportunities for small caps and cyclicals, with early signs of a rebound as rate cuts begin. Our latest insights outline the investment implications, sector positioning and portfolio strategies to help investors navigate the cycle with confidence.

Monthly Market Snapshot - August 2025 Review and Outlook

Monthly Market Snapshot - August 2025 Review and Outlook

August 2025 delivered fresh market highs and renewed risks. The RBA cut rates again, pushing the ASX 200 to record levels, while global equities rallied on resilient earnings and AI-driven momentum. Yet inflation pressures, housing strength, and escalating US tariffs added volatility. In this month’s GP Wealth Market Snapshot, we unpack the key drivers across Australia, the US, and global markets, and highlight what investors should watch heading into September.

August 2025 Market Update: Commodities, AI, and the Fourth Turning for Strategic Portfolio Positioning

August 2025 Market Update: Commodities, AI, and the Fourth Turning for Strategic Portfolio Positioning

The August 2025 Market Update from GP Wealth explores the convergence of the Fourth Turning and an emerging commodity supercycle. Learn how AI, structural change, and shifting global cycles are reshaping investment strategies, and why commodities, healthcare, and key growth stocks may offer strategic portfolio opportunities.

Q2 2025 Market Update | US Earnings Season and Macro Insights

Q2 2025 Market Update | US Earnings Season and Macro Insights

The second quarter of 2025 has delivered the strongest US earnings growth since early 2024, powered by exceptional results from a handful of technology and innovation leaders. While the TECH+ cohort — Apple, Amazon, Microsoft, Meta, Google and Nvidia — is driving double-digit EPS gains, broader economic indicators point to a slowing US economy, late-cycle risks, and rising trade frictions.

In this market update, GP Wealth analyses the earnings drivers, macroeconomic headwinds, and strategic considerations for sophisticated investors and private wealth clients looking to position portfolios for resilience and long-term growth.

The Research Monitor - September Quarter 2025 Edition

The Research Monitor - September Quarter 2025 Edition

The September 2025 edition of The Research Monitor features exclusive insights from leading investment minds, including Martin Crabb and Jules Cooper. Explore Q2 performance highlights, stock recommendations, and forward-looking perspectives on enterprise AI, digital disruption, and income strategies tailored for sophisticated investors and C-suite decision-makers.

July Market Update: How Australian Investors Can Grow and Preserve Wealth

July Market Update: How Australian Investors Can Grow and Preserve Wealth

In GP Wealth’s July Market Update, we explore key opportunities and risks shaping the second half of 2025. From overvalued stocks like CBA to undervalued sectors such as healthcare, uranium, AI, and gold, discover how sophisticated investors can strategically grow and preserve their wealth in today’s dynamic market.

Uranium Investment: A Long-Term Opportunity for Australian Investors

Uranium Investment: A Long-Term Opportunity for Australian Investors

The uranium sector is emerging as a compelling opportunity for long-term investors, driven by rising global nuclear energy demand, the growth of Small Modular Reactors (SMRs), and the surging power needs of AI data centres. While uranium prices have pulled back from recent highs, sector fundamentals remain strong, with demand expected to outpace supply beyond 2033. Australian investors can gain exposure via ASX-listed uranium stocks like Paladin Energy (PDN) and Boss Energy (BOE), or through diversified ETFs such as URNM.ASX.

Martin Crabb: Monthly Macro Update

Martin Crabb: Monthly Macro Update

Martin Crabb, our Chief Investment Officer, recently shared his latest Monthly Macro update—offering an in-depth analysis of the current market environment, evolving investment opportunities, and significant macroeconomic trends shaping the global economy.

In this video, Martin explores the forces driving equity and bond markets, the implications of shifting interest rate policies, and the sectors poised for growth in the months ahead. His insights provide valuable guidance for navigating today’s complex investment landscape and positioning portfolios for both resilience and long-term returns.

Insurance Explained

Insurance Explained

Ron Lambert from The Lambert Group shares why life insurance is an often-overlooked but essential safeguard for individuals and families. From ensuring your loved ones can stay in their home, to replacing lost income due to illness or disability, the right cover can make all the difference. A complimentary insurance health check can uncover cost savings, better policy definitions, and the right mix of life, TPD, trauma, and income protection. Whether you’re a young family protecting your mortgage or a retiree leaving a legacy, adequate cover ensures your family’s future is secure.

Advisory Fees Explained

Advisory Fees Explained

For experienced investors, clarity on what you’re paying for is more than compliance — it’s a strategic edge. In this video, Brendon Gleeson, Senior Private Wealth Manager at GP Wealth, breaks down advisory fees and explains how GP Wealth aligns its fee structure with performance and value. From platform costs to investment management and strategic planning, discover how a transparent, integrated approach can help you grow and preserve wealth with confidence.

October 2023 Market Update

October 2023 Market Update

In this month’s market update, Martin Crabb and Peter Simpson share their expert analysis on the Australian equity market, which is showing signs of bottoming after a period of volatility. They discuss the key indicators pointing to a potential strong rally into year-end, including improving economic data, stabilising interest rate expectations, and renewed investor confidence. The update also covers sector opportunities, market risks to watch, and strategies for positioning portfolios to capture upside in the current environment.

Sandon Capital

Sandon Capital

Founder Gabriel Radzyminski shares Sandon Capital’s unique investment philosophy and strategy. As a value investor, Sandon Capital focuses on undervalued and underperforming companies, primarily in Australia, and takes an active engagement approach to unlock shareholder value.

By working directly with company boards and fellow shareholders, Sandon Capital doesn’t just identify opportunities — it helps shape them. Their hands-on involvement in strategy and operations ensures that success isn’t left to chance, with the clear goal of delivering exceptional long-term returns for investors.