What makes gold a "safe-haven" asset during uncertain times?

Gold is considered a safe-haven asset because it typically maintains or increases its value during political and economic crises when other investments like stocks might be declining. Unlike currencies, gold can't be printed by governments, which gives it inherent value during inflation or currency devaluation. Historically, gold has preserved wealth through wars, recessions, and market crashes, making it attractive to investors seeking stability when global tensions rise.

What's the difference between gold mining companies and royalty companies?

Gold mining companies directly extract gold from the earth, owning and operating mines with all the associated costs and risks of production. Royalty companies, on the other hand, provide financing to miners in exchange for a percentage of future production or revenue. This business model gives royalty companies exposure to gold prices with less operational risk, fewer direct costs, and often more diversified revenue streams across multiple mining operations.

How do geopolitical events affect gold prices?

Geopolitical events like wars, trade disputes, or political instability create uncertainty in financial markets. When investors feel uncertain, they often move money from riskier assets (like stocks) to perceived safer assets (like gold). This increased demand pushes gold prices higher. Additionally, geopolitical crises can lead to currency weakness, inflation concerns, or supply disruptions, all of which typically support higher gold prices as investors seek protection from these economic threats.

What does "Market Cap" mean for these gold companies?

Market capitalization (Market Cap) is the total value of a company's outstanding shares, calculated by multiplying the current share price by the number of shares. For gold companies, market cap helps investors understand the company's size and relative position in the industry. Larger market cap gold producers (like Newmont) typically offer more stability but potentially slower growth, while smaller market cap companies might offer higher growth potential but with greater risk and volatility.

Why do investors look at "Dividend Yield" for gold stocks?

Dividend yield shows the annual dividend payment as a percentage of the stock price, indicating how much income you might receive from owning the stock. Many established gold producers pay dividends, especially when gold prices are high and their profits increase. For investors, these dividends can provide regular income while also maintaining exposure to potential gold price appreciation, creating a dual benefit of growth potential and current income.

11 handpicked stocks

Golden Haven: Geopolitical Risk

This carefully selected group of stocks features companies positioned to benefit from the gold price surge driven by global uncertainty. Professional analysts have identified these precious metals players as potentially profitable opportunities during times of market volatility and inflation concerns.

Han Tan | Market Analyst

Published on July 14

Top Picks from This Group

Here are a few of the assets in this group. Create an account to unlock the full list.

Newmont Mining Corp.

NEM

Current price

$85.99

As a leading global gold producer, Newmont benefits directly from the surge in gold prices driven by geopolitical uncertainty.

Royal Gold, Inc.

RGLD

Current price

$198.31

This precious metals royalty company offers diversified exposure to rising gold prices with lower operational risk than direct mining.

Wheaton Precious Metals Corp.

WPM

Current price

$109.83

A major precious metals streaming company that profits from higher gold and silver prices through its portfolio of streaming agreements.

Coeur Mining, Inc.

CDE

Current price

$18.39

Endeavour Silver Corp

EXK

Current price

$7.57

SSR Mining Inc

SSRM

Current price

$23.89

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About This Group of Stocks

Our Expert Thinking

Gold has historically served as a safe-haven asset during times of uncertainty. With geopolitical tensions like the Russia-Ukraine conflict and rising trade disputes pushing gold prices above $3,300/ounce, companies across the precious metals value chain are well-positioned for growth and stability in this environment.

What You Need to Know

This collection includes a mix of gold and silver producers, along with royalty and streaming companies that finance mining operations. These stocks tend to move with precious metal prices and can serve as a defensive position against inflation, currency devaluation, and broader market volatility.

Why These Stocks

Each company in this group was selected for its direct exposure to gold and silver markets. The portfolio includes established miners that extract metals directly, as well as royalty companies that provide financing in exchange for a share of production, offering different risk profiles for investors seeking precious metals exposure.

Group Performance Snapshot

10 of 11

Stocks Rated Buy by Analysts

10 of 11 assets in this group are rated Buy by professional analysts.

26.3% vs 4%

Group Growth vs Bank interest

This group averaged a 26.3% return last month, beating the typical 4% bank rate.

Source: Analyst sentiment is provided by Refinitiv Ltd, a global leader in financial market data with over 40k business clients. Refinitiv Ltd is an independent third party to Nemo. This is not advice.

Why You'll Want to Watch These Stocks

🌍

Global Tension, Golden Opportunity

As conflicts and trade disputes intensify worldwide, gold's price has soared past $3,300/ounce. These companies are positioned to turn geopolitical uncertainty into shareholder returns.

🛡️

Portfolio Protection When You Need It

Gold stocks act as a shield during market turbulence. While other sectors falter during volatility, these companies often thrive when investors seek safer places to park their money.

💰

Record Gold Prices = Record Profits

With gold reaching all-time highs, these companies are seeing expanding profit margins. Higher gold prices directly translate to stronger revenues and potential dividend growth for investors.

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