Gold above US$5000, defence budgets surging and energy security back in focus. The Iran conflict is signalling lasting portfolio shifts investors may overlook.
Thomas Wickenden
 | Thomas Wickenden is an investment strategist with Betashares. He holds a Bachelor of Commerce from the University of Sydney and has worked at Betashares since 2020. Connect with Thomas Wickenden on LinkedIn. |
14 results for Thomas Wickenden:
Tech stocks plunged after AI advances hit software shares. Is the market overreacting, or is this the moment to buy in?
High risk, high reward - that's the usual trade-off with leveraged investments. But could more moderately geared ETFs help dial back volatility?
The broader Australian equity market has suffered two consecutive financial years of negative earnings growth, however, this underwhelming headline masks strong pockets of growth.
Even before today's geopolitical tensions, demand for metals such as lithium, cobalt, rare earths and copper was already surging.
For many investors with exposure to global equities, fluctuations in currency movements can make a big difference to returns. As a result, investors should be very eager to understand the implications of changes in value of the greenback.
Gold fell 5% in a single day following Donald Trump's 'Liberation Day' tariff announcements, so where does gold stand in the new US administration?
Recent geopolitical shifts on both sides of the Atlantic Ocean have set the stage for a major increase in global defence spending. So what will it mean for defence stocks?
You've heard of the Magnificent Seven (Alphabet, Amazon, Apple, Meta, Microsoft, Nvidia, Tesla), but the start of a rate-cutting cycle in the US means the tides may be turning for the other 493 in the S&P500.
Home to Apple, Amazon, Nvidia and other global technology giants six Nasdaq stocks now boast market caps well over US$1 trillion. So can the US support the ongoing growth of such giants?
