TMS Insights October 2025
This week, Ben and Jeremy discuss a renewed optimism around China and strength in the market driven by commodities. They examine thematics surrounding gold, Bitcoin, and the growing erosion of trust in government and central banks.
Ben and Jeremy also explore opportunities within the AI space, alongside a broader portfolio reweighting toward resources as sentiment tilts toward this play over defensive gold exposure.
Finally, the pair unpack the government’s proposed changes to superannuation tax for balances above $3 million, described by Ben as “common sense prevailing.”
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