Insights
Catch up on the latest information on the markets and our funds.
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.
Is Gold on Schedule to Catch Inflation Train?
Gold’s resilience suggests the Fed might have a tough time in its battle with inflation.
‘Greenflation’ threatens to derail climate change action
The unintended result is “greenflation”: rising prices for metals and minerals such as copper, aluminium and lithium…”
Resource Equities: Inflation Protection Trading at a Discount
During inflationary periods, resource equities have grown purchasing power.
Commodity Prices Soar – Miners Aren’t Investing
Despite a commodity boom that is boosting profits, miners aren’t throwing cash at new projects, raising concerns about future shortages of some metals.
