GP Wealth
Monthly Market Snapshot - January 2026 Review ...

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.

Monthly Market Snapshot - January 2026 Review and Outlook
GP Wealth
Gold, Silver and Precious Metals - What ...

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.

Gold, Silver and Precious Metals - What Happened?
GP Wealth
Strategic Tax Planning for Long‑Term Wealth

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.

Strategic Tax Planning for Long‑Term Wealth
GP Wealth
Understanding Investment Fees and Performance ...

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.

Understanding Investment Fees and Performance Based Advice
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

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.

Martin Crabb: Stock Market Drops on rate hike shock. May 2023

Martin Crabb: Stock Market Drops on rate hike shock. May 2023

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.

Citywire Interview with Martin Crabb, Chief Investment Officer at Shaw and Partners

Citywire Interview with Martin Crabb, Chief Investment Officer at Shaw and Partners

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.

GP Wealth Clients: Growing and Preserving Wealth with Confidence

GP Wealth Clients: Growing and Preserving Wealth with Confidence

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.

Manning Asset Management

Manning Asset Management

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.