The Investment Perspective, with Ninety One

Gold and beyond – unpacking the commodities surge

It’s not just gold that’s been on an upward trajectory. Commodity prices across the board have been rising from the low Covid base of 2020. Recent short-term upward momentum has in part been fuelled by the much-vaunted Trump tariff syndrome, but other factors are also contributing. George Cheveley summarises the commodities complex with a special focus on gold, and sets out where he sees opportunity.

27 Feb 2025

12 minutes

George Cheveley
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Authored by

George Cheveley
Portfolio Manager

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