Insights

Catch up on the latest information on the markets and our funds.

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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.

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Is Gold on Schedule to Catch Inflation Train?

Gold’s resilience suggests the Fed might have a tough time in its battle with inflation.

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‘Greenflation’ threatens to derail climate change action

The unintended result is “greenflation”: rising prices for metals and minerals such as copper, aluminium and lithium…”

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Resource Equities: Inflation Protection Trading at a Discount

During inflationary periods, resource equities have grown purchasing power.

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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.

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The Big Quake is Coming

Larry McDonald is betting on the comeback of value and commodity stocks.

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Gold Still Shines 50 Years After Nixon. Will Netflix?

“But gold, where pessimists find a home, is doing even better.”

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Terra 2020 LP Focuses on Gold and Resources

We expect investments in the gold sector followed by uranium, diamonds, zinc and energy.

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Franco-Nevada Chairman Makes the Case for Gold

Daniela Cambone interviews Pierre Lassonde, Chairman of Franco-Nevada