Oakleigh
@OakleighIM
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Investment Manager for the 18.6 Strategic Investment, Flagship Equities and Multi Asset Growth Portfolio's. Disclaimer; https://t.co/a7ntEf9WY3
Australia
Joined March 2022
Material outperformance, silver surges, and preparing for a late-cycle shift — here’s your 2025 Q4 review. In this latest discussion, Tim Moffatt and @AkhilGPatel break down the drivers behind a +46% return for 2025 and what they’re watching as we enter 2026. Key points from
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Rising bond yields remain the biggest long-term risk to markets. US Treasury yields, particularly the 10- and 30-year, are breaking higher as Treasury prices break down. This reflects sustained pressure on long-term interest rates. Recent analysis shows that heavy US debt
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As we expected, the gold and silver moves were always vulnerable to a major crash. On Friday, silver crashed 35% and gold over 20%. As their price went parabolic in recent weeks, we managed its exposure by taking profits on four occasions. At times like this, it’s important
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Inflation can kill real investment returns. Rising inflation in Australia is pushing up interest-rate hike expectations, adding further upward pressure on the Aussie dollar. Oakleigh Investment Management portfolio exposures are fully currency-hedged wherever possible, helping
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Aussie dollar strength follows the 18.6 year Real Estate and Banking Cycle. Since the Australian dollar was floated in 1971, the strength of the Aussie has been a recurring feature in the second half of every cycle. This move is no exception. And it’s not just US Dollar
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New year. New record highs. Gold has surged past US$5,000, pushing into fresh all-time highs. We added physical gold before it returned to the front page. For more on how this fits within our broader portfolio positioning, visit: https://t.co/tciKVeokjl
Gold just hit record highs, with ANZ now forecasting US$3,800 by year-end. Oakleigh added 6% physical gold on 1 September 2025, alongside its long-standing silver position. Cycles signalled this move. Timing matters. Learn more at https://t.co/Q1iTifCCsh
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Melbourne’s relative affordability isn’t an accident. This is textbook second-half cycle behaviour: capital rotates away from expensive first-tier markets, while second-tier Australian cities outperform. Cycles drive outcomes, not sentiment.
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Physical assets are moving for a reason. Silver and copper surged in Q4 2025 as supply constraints, energy transition demand, and late-cycle dynamics converged. Watch the full Oakleigh market update to understand what is driving the move and why it matters for portfolios:
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Oakleigh’s 18.6 Strategic Investment Portfolio delivered +9.4% for the quarter and +46.2% over 12 months, more than tripling its MSCI World Index benchmark return. Performance was driven by precious metals, copper, banking, and emerging markets, with cash lifted to ~26% to
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Since March 2021, the 18.6 Strategic Investment Portfolio has delivered an approximate 85% cumulative gain, compared with around 60% for the MSCI World Index and 30% for the All Ordinaries. Outcomes like this are shaped by cycle awareness, risk management, and valuation
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Bull markets can run longer than expected, but they can also end without warning. Investors today face the risk of being fully invested and the risk of standing aside. Portfolio strategy is about balancing both. This risk-aware approach underpins our thinking ahead of the Q4
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Markets do not stand still. Portfolios must adapt. Our latest portfolio positions reflect how we assessed risk, valuation, and market conditions as of September 2025 across the 18.6 Strategic Investment Portfolio, Oakleigh Flagship Equities, and the Multi Asset Growth Portfolio.
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Despite recent volatility, our outlook remains broadly unchanged. At the start of the year, we expected a stronger second half, led by the United States. Short-term sell-offs are often part of the cycle as markets look for a low. This perspective feeds into our upcoming Q4 2025
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Copper update: breakout follow-through continues. Copper exposures $SFR and $WIRE continue to perform strongly.
Oakleigh Investments' practical application of the history of the Real Estate and Banking Cycle meant it was already well-positioned for the breakout in copper. A key commodity involved in all the infrastructure building we see at this late stage of the cycle. And with news
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Has a copper bull market just started? Copper has been bid higher in the final stages of past Real Estate & Banking Cycles. Sandfire Resources ($SFR.ASX), a recent addition to the 18.6 Strategic Investment Portfolio/Fund, has provided ~28% gains since purchased in early 2024.
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Silver update: the breakout we flagged earlier this year. New highs, strong momentum, and a positive note to close out the year. 📈
All that glitters is not gold… Silver jumps to highest level in 13 years, following gold's 2025 rally. The Oakleigh 18.6 Strategic Investment Portfolio has a ~7% allocation to physical silver. https://t.co/YL1gdASv5c
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When cash levels fall this low, history suggests it is time for caution.
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