There are many consequences of gold’s vertical ascent to new all-time highs. One of course, is the queues of first-time buyers forming outside gold bullion stores around the world. A more subtle consequence, however, is the emergence of arguments that justify the rally and inspire those queues.

Over the last month, the U. S. stock market has shown signs of shifting priorities. That’s because, surprisingly, the top-performing sectors weren’t the usual suspects. They weren’t the high-flying artificial intelligence (AI), technology, or defence industries, but the more stable and defensive healthcare, utilities, and gold sectors.

At face value, Iluka Resources (ASX:ILU) is best known as a mineral sands producer. However, the market continues to undervalue the hidden strategic and financial assets embedded across its diversified portfolio. With a current market capitalisation of over A$3 billion, Iluka trades below the implied value of its tangible holdings alone  – ~A$1 billion in mineral sands inventory, ~A$1.

We are pleased to announce an exclusive partnership with Sydney-based Digital Asset Funds Management (DAFM), offering wholesale investors access to the Digital Income Fund. The Fund’s Digital Income Class is a market-neutral strategy that captures volatility and arbitrage opportunities in Bitcoin and Ethereum futures markets, aiming to generate returns regardless of whether prices are rising or falling.