Investment Themes

Gold and Silver, add precious stock to your portfolio

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Investment Themes

Ignored by investors for a long time, gold and silver are back in the spotlight thanks to an environment that is increasingly favorable to them. Lower bond yields, weaker macroeconomic indicators, slower global growth and caution about the bull market in the main equity indices are all factors that are allowing gold to recover, as is money.

There has indeed been a disruption in traders' sentiment towards gold metal, which is returning to its status as a safe haven while markets are becoming more complex. At a time when accommodating monetary policies are intensifying, the endless Sino-American trade talks, coupled with European misunderstanding on the Brexit front, are increasing nervousness among investors. The latter are now opting for hedging strategies. While there are many ways to expose yourself to the price of gold and silver, such as buying gold and silver physically, it should be noted that mining companies are also a great way to diversify your equity portfolio. As such, this thematic list includes mining companies, whether specialized or diversified, that generate a significant part of their turnover in the extraction, valuation or trading of gold and silver. They are therefore relatively sensitive to changes in the prices of these precious metals.

Our selection

Basic Materials
Gold Mining
13.03B +139.95%
Basic Materials
Gold Mining
3.5B +72.61%
Basic Materials
Integrated Mining
14.25B +132.82%
Basic Materials
Gold Mining
5.9B +57.69%
Basic Materials
Gold Mining
229M +43.33%
Basic Materials
Gold Mining
3.88B +84.12%
Basic Materials
Gold Mining
2.84B +83.76%
Basic Materials
Gold Mining
9.3B +88.87%
Basic Materials
Gold Mining
2.35B +80.00%
Basic Materials
Gold Mining
4.36B +34.10%
Basic Materials
Other Gold
7.49B +60.73%
- - 19.23B -
Basic Materials
Other Gold
2.71B +56.47%
Basic Materials
Gold Mining
2.97B +61.72%
Basic Materials
Gold Mining
2.39B +63.90%
Basic Materials
Gold Mining
2.9B +62.10%
Basic Materials
Gold Mining
19.23B +59.40%
Basic Materials
Gold Mining
4.92B +36.84%
Basic Materials
Gold Refining
18.64B +41.80%
Basic Materials
Gold Mining
64.81B +56.53%
Basic Materials
Gold Mining
2.35B +51.90%
Basic Materials
Other Gold
21.67B +78.06%
Basic Materials
Other Gold
11B +61.75%
Basic Materials
Other Gold
8.87B +71.07%
- - 4.16B -
Basic Materials
Gold Mining
4.35B +34.05%
Basic Materials
Gold Mining
62.27B +56.82%
Basic Materials
Gold Mining
3.38B +37.74%
Basic Materials
Gold Mining
11.83B +35.91%
Basic Materials
Gold Mining
19.49B +31.64%
Basic Materials
Gold Refining
68.83B +36.07%
Basic Materials
Gold Mining
2.61B +61.81%
Basic Materials
Gold Mining
2.13B +50.24%
Basic Materials
Gold Mining
41.59B +54.21%
Basic Materials
Gold Mining
1.48B +18.70%
Basic Materials
Gold Mining
2.62B +78.49%
- - 10.67B -
Basic Materials
Gold Mining
4.89B +43.47%
Basic Materials
Silver Mining
1.46B +22.44%
Basic Materials
Integrated Mining
4.22B +43.75%
Basic Materials
Gold Mining
36.85B +29.70%
Basic Materials
Gold Mining
1.23B +63.27%
Basic Materials
Other Specialty Mining & Metals
59.42B +8.14%
Basic Materials
Other Gold
32.67B +36.41%
Industrials
Diversified Industrial Goods Wholesale
30.26B +6.01%
Basic Materials
Silver Mining
3.79B +20.98%
Basic Materials
Gold Mining
1.74B +14.58%
- - 1.46B -
Basic Materials
Gold Mining
1.72B +50.52%
Basic Materials
Gold Mining
11.32B +38.05%
Basic Materials
Silver Mining
1.44B +27.32%
Basic Materials
Other Specialty Mining & Metals
76.65B +6.33%
- - 19.24B -
Basic Materials
Integrated Mining
46.06B -18.15%
Basic Materials
Copper Ore Mining
6.65B +6.65%
Basic Materials
Gold Mining
2.89B +17.82%
Basic Materials
Other Specialty Mining & Metals
8.58B -5.57%
Basic Materials
Gold Mining
1.46B -

News of the components

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Heatmap

Calendar of the components

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Sector allocation

Ratings chart - Surperformance

Ratings ESG MSCI

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