A global clean energy transition is underway. Significant investment in energy infrastructure will be required over the coming decades as we evolve how we generate, transmit and store energy. Critical minerals will be essential. We believe investing in the mining companies that produce critical minerals may offer attractive investment opportunities, as discussed in this video with Ed Coyne, Senior Managing Director at Sprott, and Steven Schoffstall, Director ETF Product Management.
2022 has been a difficult year for many asset classes. Markets were historically volatile, with higher-than-expected inflation, quickly rising interest rates, the Russia-Ukraine war and the threat of a global economic recession. While metals and mining investments shared in 2022’s volatility, we look ahead to brighter opportunities in 2023.
Sprott ESG Gold ETF (SESG) is the world’s first ETF to exclusively source and refine gold from recognized ESG mining leaders (based on Morningstar’s universe of listed commodity funds as of 8/31/2022). SESG seeks to address the growing global demand for sustainable, green investment strategies, in an ETF that provides trust, transparency and traceability.
A new uranium bull market is underway. Uranium miners are well positioned to take share within the energy sector as energy security and decarbonization take center stage globally. A uranium supply deficit is looming on the horizon, and uranium miners are likely to be the beneficiaries of increased investment. Learn more from our webcast replay.
Nuclear energy’s profile as a highly efficient, reliable and zero-carbon producing energy source has helped to create a new bull market for physical uranium. We discuss the shifting sentiment toward nuclear power and why a growing number of investors are investing in physical uranium and uranium miners.
Whitney George, Chief Investment Officer, Sprott Asset Management, identifies the major paradigm shift we are navigating post-COVID. This new landscape is marked by “globalization in reverse”; a trapped Fed juggling rising inflation, record debt levels and negative real interest rates; a new global focus on decarbonization and ESG; and a move toward more moderate politics. Maria Smirnova, Senior Portfolio Manager, shares Sprott’s 2022 outlook on gold, silver, platinum and palladium.
Uranium spot prices have been rising in 2021, in what we see as a strong new bull market. Investors are betting on nuclear energy’s profile as a highly efficient, reliable and clean energy source. Aggressive decarbonization goals worldwide are driving major policy shifts that are likely to bolster demand for uranium and nuclear energy.
Gold is on the rise again, as the market debates whether inflation will be transitory as economies recover post-COVID. Extreme volatility among cryptocurrencies like Bitcoin has also benefitted gold in Q2. Gold mining stocks are enjoying renewed activity as market participants recognize the free cash flow and profit potential this sector offers.
The extraordinary events of 2020 have had a profound effect on virtually all markets around the globe and silver has been no exception. The metal’s supply/demand fundamentals, investment, prices, trade-flows and inventories have all experienced sensational fluctuations over the past 12 months or so, including a handful of historical records being achieved.
The silver market is abuzz in 2021. After climbing more than 47% in 2020, silver continues to play catch up to gold. Growing investment and industrial demand have driven up silver prices and created supply shortages, especially for investors looking to buy the physical metal. Silver ETFs have enjoyed record flows.
2020 has been a breakout year for precious metals. The uncertainty and risk-off sentiment created by the global COVID-19 pandemic have increased the luster of precious metals. Both gold and silver ETFs have enjoyed record flows. In this webcast, we explore the key benefits of precious metals investing in the current environment.
Sprott Market Strategist Paul Wong explains how technical analysis provides future guidance on the direction of gold markets and indicates that gold bullion and gold stocks have substantial room to move higher. He also explains why gold may be a more effective portfolio diversifier in this environment.
Special guest speaker Carter Worth, Chief Market Technician at Cornerstone Macro, joins Sprott’s John Hathaway and Rick Rule, to learn why gold and gold equities are outperforming traditional asset classes right now. These respected industry experts share their current views on precious metals investing and discuss why both gold and gold stocks have significant potential to move higher, as the precious metals bull market continues to strengthen.
Economist David Rosenberg believes that investing in a post-pandemic world is shifting our focus from what we want to what we need. Households and businesses are reassessing the importance of savings, liquidity and balance sheet health. Gold has been a "winner" during this crisis.
Sprott's Ed Coyne, Whitney George and John Hathaway provide in-depth analysis on gold and gold equities. The COVID-19 pandemic has created a new financial landscape, where returns from traditional financial assets, could be subpar for many years. By contrast, the crisis continues to highlight gold’s value as a safe haven investment.
We believe the precious metals bull market is just in its early stages. Ed Coyne, Senior Managing Director, National Sales at Sprott Asset Management, joins special guests Doug Groh and Ryan McIntyre, Portfolio Managers at Tocqueville Asset Management, to discuss their outlooks for gold bullion and gold equities, and suggest the optimal gold portfolio allocation for most investors.
Silver, platinum and palladium (the “white metals”) join gold (the “yellow metal”) to complete the quartet of the world’s most precious metals. Although gold tends to overshadow them, the white precious metals have the same potential to hold an essential role in an investor’s portfolio.
Investors continue to plow money into expensive assets like U.S. equities while ignoring assets with considerable value, including precious metals and other commodities. We ask a seasoned ETF model portfolio strategist and a precious metals portfolio manager to explain how an investment in gold – and silver – can potentially enhance overall portfolio diversification right now.
Despite soaring equity markets and higher interest rates, gold bullion has quietly gained approximately 23% over the past 2 years (1/1/2016 – 12/31/2017). We believe advisors should be mindful of the significant emerging risks that could negatively impact financial markets. In this webcast, we explore how an investment in gold can potentially enhance overall portfolio diversification in a changing market environment.
Insights from Sprott
- WGC - The Relevance of Gold as a Strategic Asset 2022
- WGC - Gold Outlook 2022
- WGC - Gold and Climate Change, Decarbonizing Investment Portfolios
- WGC - Gold: The Most Effective Commodity Investment
- WGC - Gold Mining’s Contribution to the UN Sustainable Development Goals 2020
- 2022 Interim Silver Market Review - Nov. 2022
- World Silver Survey 2022
- Market Trend Report: Silver and Global Connectivity - Sept. 2021
- Silver's Growing Role in the Automotive Industry - Jan. 2021
- Silver's Important Role in Solar Power - June 2020
- Silver's Role in a 5G Connected World - March 2020