What the gold price is telling us
Gold has defied rising bond yields to trade in a range rarely seen before. Is there more in the price than a ‘war premium’? There are reasons to think so. The precious metal may be able to sustain higher prices.
Global
Global Natural Resources
Natural resources equities: the growth opportunity that markets are (still) missing
Tom Nelson and Ellie Clapton discuss the critical role natural resources business have to play in the energy transition and their significant structural growth potential.
10 Oct 2023
6 minutes
Ellie Clapton
Many investors have been wary of investing in companies in natural resources sectors amid climate concern. Yet a sizeable group of natural resources businesses have critical roles to play in the energy transition, and consequently significant structural growth potential.
Combined with underinvestment in new supply of transition-essential commodities and low valuations, it adds up to a fascinating time for investors to take a closer look at this unappreciated but highly dynamic part of the stock market.
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What the gold price is telling us
Gold has defied rising bond yields to trade in a range rarely seen before. Is there more in the price than a ‘war premium’? There are reasons to think so. The precious metal may be able to sustain higher prices.
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