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.
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.
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.
Australia’s Two-Speed Consumer Story
The contrast between households benefiting from higher rates and homeowners, versus those under pressure from the rising cost of living and mortgage stress, continues to shape Australia’s economy.
In this discussion, Martin Crabb, CIO at Shaw and Partners, shares his insights on what this divide means for the “great rates debate” and the investability of retail stocks.
Shaw and Partners’ investment committee shares insights into their active portfolio management philosophy, highlighting the belief that markets are effective but not perfectly efficient. With a focus on private client portfolios, they emphasise the importance of liquidity, tax considerations, and tactical asset allocation. The discussion covers asset class views—from cash, gold, and commodities to equities, fixed income, and real assets—alongside macro-driven positioning that favours Australian equities, selective global growth exposure, and thematic opportunities such as the energy transition.
Senior Investment Adviser Brendon Gleeson on the GP Wealth Difference
Senior Investment Adviser Brendon Gleeson shares insights on the types of clients who can benefit most from the GP Wealth approach. From sophisticated investors and high-net-worth individuals to families, institutions, and charities, Brendon highlights how tailored strategies and personalised advice help clients grow and preserve wealth with confidence.
Senior Investment Adviser Brendon Gleeson discussing the importance of tax planning.
Private Wealth Adviser Barton Lynch and Josh Manning, Founder and portfolio manager of Manning Asset management, discussing the Manning Income fund and its performance since inception.
Manning Asset Management is a specialist Fixed Income fund manager whose sole focus is the delivery of a strong and regular income stream to its investors through the economic cycle.
Their strategy is simple: aim to be the leading fund manager in the Fixed Income asset class. With over 100 years of collective credit, legal, risk management, debt markets and investment management experience combined with a well-defined governance structure, their team is ready to extract maximum value from the market for clients.
Manning Asset Management is the investment manager for the Manning Monthly Income Fund (the Fund), and the Manning Credit Opportunities Fund Series 1, both Australian domiciled unregistered unit trusts.
Private Wealth Adviser Barton Lynch and Executive Director Jenna Labib explaining the different types of bonds available for Investors and their benefits.
Cost V Value
Senior Investment Adviser Brendon Gleeson from the GP Wealth Team, explaining the cost of financial advice and the value of having personalised advice adds to investors portfolios.
GP Wealth Team members Brendon & Barton run through some commonly asked questions around the financial planning process.
Explanation on how the process is personalised for each client to meet their goals and objectives.
They also discuss the four key areas and fundamentals of the financial planning process and their importance.
Brendon Gleeson from the GP Wealth Team, giving an over view as to why our Investment & Strategy model differs from the rest.
