The Investment Perspective, with Ninety One

#18 Gold and beyond – unpacking the commodities surge


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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 fueled 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.

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The Investment Perspective, with Ninety OneBy Ninety One