Insights
Catch up on the latest information on the markets and our funds.
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Investors flock to gold funds over Trump tariff fears
Cheap targets abound, with some juniors reaching the point where investment needs of projects look
overwhelming.
Canada’s other export powerhouse: gold
Since early 2020, the value of gold exports have continued to soar, while exports of passenger cars and trucks have only rebounded to where they were in 2019.
Gold Hits an All-Time High. It’s Beating the S&P 500.
Remarkably, gold has outperformed the S&P 500 since the start of 2022,
when the Fed started raising interest rates.
Gold is flying but miners are left in the dirt
Cheap targets abound, with some juniors reaching the point where investment needs of projects look
overwhelming.
Ford strikes lithium deals as ‘near-shoring’ trend benefits Canadian miners
Quebec’s nascent lithium mining industry has won a vote of confidence from Ford Motor Co.
The New EV Gold-Rush:
Automakers Scramble to Get Into Mining
A scarcity of EV battery materials pushes car companies and miners to work closer together; for both, there is a learning curve.
The best bet for the 2020s is short tech, long commodities
Many commentators attribute these moves to rising interest rates… now magnified by fear that war in Ukraine will disrupt supplies.
