Paper Vs. Physical
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.
Top Picks from This Group
Here are a few of the assets in this group. Create an account to unlock the full list.
About This Group of Stocks
Our Expert Thinking
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.
What You Need to Know
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.
Why These Stocks
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.
12 Month Growth Potential
Use the growth calculator to see how much investing in these assets could return over one year.
If you invested across these assets:
in 12 months it could be worth:
+112.71%
Group Performance Snapshot
Average 12 Month Profit
On average, analysts expect assets in this group to grow 112.71% over the next year.
Stocks Rated Buy by Analysts
2 of 9 assets in this group are rated Buy by professional analysts.
Why You'll Want to Watch These Stocks
Touch Every Part of The Supply Chain
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.
Built-In Protection
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.
Ride The Energy Transition Wave
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.
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Discover More Opportunities
Consumer Caution: Value Prevails
A sharp drop in consumer sentiment, driven by persistent inflation fears, signals a potential shift in household spending. This theme focuses on companies poised to benefit as consumers prioritize essential goods and seek value.
Refining a New Opportunity: Venezuelan Crude Returns
Following a renewed U.S. license, Chevron has resumed oil shipments from Venezuela, creating a new supply of heavy crude for the market. This development presents a potential investment opportunity in U.S. refiners and logistics firms positioned to benefit from this strategic shift.
Consumer Strength: The Retail Rebound
A surprising surge in U.S. retail sales, driven by strong automotive and home furnishing purchases, signals continued consumer strength despite economic headwinds. This theme focuses on retailers and manufacturers in these key discretionary sectors that are benefiting from the robust consumer demand.
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