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Insight 05.10.2020

Webinar – Opportunities in the Gold Mining Sector

Webinar – Opportunities in the Gold Mining Sector

On Thursday 1 October 2020, UBP's experts Norman Villamin and Peter Kinsella hosted a webinar with Evy Hambro, Global Head of Thematic and Sector Investing at Blackrock, to discuss what gold investors can expect in the quarters ahead.



Here is a summary of the key points presented:

  • Despite the correction of the past weeks, we continue to believe gold remains in a long-cycle bull market that should target USD 2,200/oz by end-2021 as stimulus re-accelerates in early 2021 with a prolonged period of negative real interest rates and continued USD weakness.
  • Even beyond leverage to a rising gold price, gold equity investors can benefit from increasing volumes and widening margins as input costs fall and dividends rise.
  • There are a range of gold companies that investors can get exposure to – explorers, developers and emerging, intermediate, and senior producers as well as royalty companies – to diversify their risk across the sector.

Find out more about this topic in our latest Spotlight.

Download the full report

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Norman Villamin
CIO Wealth Management

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Peter Kinsella
Global Head of Forex Strategy

Expertise

Global equities

Invest in companies with superior and sustainable value creation.


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