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Dinner in Restaurant

Currency, Gold and Energy

Laura Gooch and the team at Morgans talk about currency, gold and energy investing.

The US Dollar may have peaked in strength (a 20-year high) and is falling (very positive for commodity prices, especially gold).

Some Australian gold share prices have fallen 50% between 2020 and 2022 and are now recovering.

There is enormous growth in global electricity demand (increasing demand for coal and LNG)

OPEC and non-OPEC production of oil is falling (despite high prices)

Please note our short-term strategy (where we are taking profits in select commodity exposures due to the upcoming Central Bank-induced recessions) vs our long-term strategic exposure in commodities (as the supply side is crimped in the face of rising demand).



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