January delivered a constructive start to 2026 for equity markets, with gains driven by improving earnings momentum, strength in resources and energy, and supportive currency dynamics. Despite persistent inflation pressures and tighter monetary policy in Australia, markets continue to look through near term uncertainty toward earnings delivery and cycle positioning. This snapshot examines the key drivers shaping portfolio outcomes for sophisticated investors in the year ahead.
Precious metals experienced a sharp, technically driven sell‑off as leveraged positioning was forced out amid shifting US monetary policy expectations. While the speed of the move was confronting, the structural drivers supporting gold and broader commodities remain firmly in place.
Strategic tax planning is one of the most powerful tools for long‑term wealth creation. This video explains how sophisticated investors use smart structuring and asset location to reduce tax drag, improve after‑tax returns and preserve wealth over time.
Investment fees can have a significant impact on long term wealth outcomes. In this explainer video, GP Wealth outlines the key types of fees investors may encounter and explains why transparency matters when assessing value and performance.
The video also provides a clear overview of GP Wealth’s discretionary portfolio management service and performance based fee structure, showing how fees are aligned with investor outcomes through benchmarks and high watermarks.
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?
January delivered a constructive start to 2026 for equity markets, with gains driven by improving earnings momentum, strength in resources and energy, and supportive currency dynamics. Despite persistent inflation pressures and tighter monetary policy in Australia, markets continue to look through near term uncertainty toward earnings delivery and cycle positioning. This snapshot examines the key drivers shaping portfolio outcomes for sophisticated investors in the year ahead.
Investment fees can have a significant impact on long term wealth outcomes. In this explainer video, GP Wealth outlines the key types of fees investors may encounter and explains why transparency matters when assessing value and performance.
The video also provides a clear overview of GP Wealth’s discretionary portfolio management service and performance based fee structure, showing how fees are aligned with investor outcomes through benchmarks and high watermarks.
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?
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.
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.
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.
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.
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.
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.
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 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.
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.
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, 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.
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.
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.
Private Wealth Adviser Barton Lynch and Phillip Joseph, Vice President of Client Solutions at Hamilton Lane, discuss the role of Private Equity investments and how they can add meaningful value to client portfolios. Their insights highlight the opportunities and benefits Private Equity can offer sophisticated investors seeking diversification and long-term growth.
