Precious Metals ETFs are vastly different investment vehicles and performance expectations should be adjusted accordingly
- strategic metals are the talk of the town, with cobalt, nickel and lithium flying high in the tail wind of battery powered vehices - check our Cobalt theme and our Lithium abundance themes for details
- the attention benefiting gold funds - strong in uncertain times - will not distract from their structural differences (mature vs junior gold, physical precious metals vs 'paper' gold, leverage) - impacting volatility and performance
SPDR Gold Trust
Basic Materials ETF themes present cross-industry views of price trends – in terms of the natural resource involved and exposure to commodity markets