Discover a carefully curated collection of investments that balance commodity price speculation with the companies that bring those resources to market. Our analysts have selected these assets to give you exposure to both sides of the materials economy in one strategic package.
These assets give you access to both the price movements of commodities themselves and the companies that mine, process, and transport them. It's like investing in both oil and the drilling companies at once.
Raw materials often perform well during inflation and economic uncertainty, making this collection a potential hedge against market volatility. Having both direct commodity exposure and producer equity creates a natural balance.
From copper for electric vehicles to lithium for batteries, these picks are aligned with growing demand for materials critical to green technology and infrastructure. This is where the future is being built.
This strategy gives you the best of both worlds in commodity investing. By including financial instruments that track raw material prices alongside the stocks of companies that produce them, you get balanced exposure to the entire value chain. This approach helps you benefit from both price movements and company growth.
These investments serve as potential hedges against inflation and supply-chain disruptions, offering diversified exposure to materials essential for the global economy. The mix includes ETFs for direct commodity tracking and stocks of leading producers, creating a more balanced risk profile than investing in either category alone.
Our analysts handpicked these assets to capture the complete commodity lifecycle. With growing demand for resources tied to the energy transition and ongoing geopolitical tensions affecting supply chains, these selections are positioned to potentially benefit from both commodity price movements and the success of their producers.
Summary and investor key takeaways for a basket with total market cap $9.36B, dominated by a single large-cap holding.
EQX: $8.62B
BCX: $741.80M
Get the full story on this Basket. Read our detailed article on its risks and potential.
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SK Hynix has unveiled a record-breaking 40 trillion won share buyback fueled by soaring demand for its AI memory chips. This historic capital return creates a compelling investment theme centered on high-bandwidth memory producers and the specialized equipment manufacturers that enable their advanced production.
Home Depot's recent earnings beat highlights consistent consumer spending on smaller household repair and maintenance projects. This ongoing trend presents promising opportunities for various home improvement retailers and building material suppliers.
BHP Group recently posted a massive earnings beat driven by record copper profitability, allowing the miner to raise its dividend to a four-year high. This performance highlights a structural shift toward electrification metals, creating opportunities for industrial equipment suppliers and competing copper producers.
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On average, analysts expect assets in this group to grow 26.75% over the next year.
2 of 15 assets in this group are rated Buy by professional analysts.
Use the growth calculator to see how much investing in these assets could return over one year, based on aggregated analyst sentiment provided by Refinitive Ltd.
If you invested across these assets:
In 12 months it might be worth:
+26.75%
