Fabian Erismann, co-lead portfolio advisor for the Earth Gold Fund UI and Earth Exploration Fund UI gives an insight into commodities with a focus on precious metals stocks as part of the Drescher & Cie webinar “All that glitters is not gold” (Webinar in German).
How is sustainability defined in the academic world? How does it tie in with mining and what does responsible mining look like?
The recent proposal by members of German coalition to reconsider fracking, as a potential solution to the coming gas crunch, re-ignited discussions about fracking in the country
A more sustainable world needs a different, electrified energy system. If you start thinking about that you end up with the conclusion that this new system needs a lot of different metals and materials that have to be mined. So, investors could profit from taking a deeper look into mining.
We closely monitor the cost evolution of the largest global gold producers since the year 2000 on a quarterly basis. These companies represent around 40% of overall global gold production.
While gold is considered a crisis metal, the price of the precious metal still declined recently. And according to Georges Lequime, gold expert at Earth Resource Investments AG, the outlook remains uncertain. Nevertheless, he sees potential in gold mining stocks
First published at CAPinside 19.7.2022
The environment for silver could hardly be worse. The turnaround in interest rates and concerns about a recession are weighing heavily on the price of the precious metal and the prices of silver shares. At the same time, the long-term structural prospects are very good
First published at CAPinside 22.8.2022
Georges Lequime, senior investment advisor for the Earth Gold Fund, expects gold mining to grow over the next ten to 15 years and gold production to peak soon. In an interview with CAPinside, he explains the role of gold in portfolio risk management and why he considers the sector’s opportunities to be particularly high at present.
The similarities of copper and oil on the supply side are astonishing. Looking at the historical price development of these metals shows that not only the growth rate of copper demand has decoupled from that of oil but also the price increases for the two commodities.
China’s State Reserve Bureau (SRB) stockpiles copper, nickel, and cobalt stocks.
