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.
The hidden investment consequences of the Iran war
Gold above US$5000, defence budgets surging and energy security back in focus. The Iran conflict is signalling lasting portfolio shifts investors may overlook.
Why the software selldown poses a risk and an opportunity
Tech stocks plunged after AI advances hit software shares. Is the market overreacting, or is this the moment to buy in?
Geared ETFs: When could they make sense for your portfolio?
High risk, high reward - that's the usual trade-off with leveraged investments. But could more moderately geared ETFs help dial back volatility?
Why the Aussie tech sector is set for lift off
The broader Australian equity market has suffered two consecutive financial years of negative earnings growth, however, this underwhelming headline masks strong pockets of growth.
Why investors are turning to critical minerals amid global tensions
Even before today's geopolitical tensions, demand for metals such as lithium, cobalt, rare earths and copper was already surging.
Is it time to currency hedge your portfolio?
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.
Will gold continue to shine in your portfolio?
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?
Defence stocks surge on the back of strong military spending
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?
Is it time for your portfolio to invest beyond the Magnificent Seven?
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.
Nasdaq poised for long-term growth
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?
