The U.S. has threatened significant tariffs on major European allies, sparking fears of a new trade war and causing widespread stock market declines. This has prompted a flight to safety among investors, creating a potential opportunity in precious metals and other safe-haven assets that typically perform well amid global uncertainty.
Published on January 20
Global uncertainty is driving investors towards precious metals at an accelerating pace. These companies could benefit significantly from this flight to safety trend.
While most markets decline during trade disputes, precious metals companies often shine. These picks are positioned to benefit from continued geopolitical tensions.
This carefully curated collection provides direct exposure to the precious metals value chain, from established miners to innovative streaming companies.
U.S. tariff threats against European allies have triggered a classic flight-to-safety scenario. When global uncertainty rises, investors traditionally move away from riskier assets and towards precious metals like gold and silver. This creates opportunities for companies in the precious metals value chain, including miners, producers, and royalty firms whose revenues are directly tied to commodity prices.
This group focuses on companies involved in precious metals mining and production. These assets typically perform well during periods of market volatility and geopolitical tension. The investment logic centres on the expectation that continued uncertainty and a potentially weaker U.S. dollar could drive commodity prices higher, supporting earnings for these firms.
Each company was carefully selected for its direct exposure to precious metals markets. The selection includes established gold and silver producers, royalty companies, and streaming firms that benefit when investors seek safe-haven assets. These picks were curated by professional analysts to provide tactical defensive allocation opportunities during periods of global uncertainty.
This basket's total market capitalisation is approximately 440,778 and is dominated by large-cap precious-metals constituents, so it tends to present a relatively stable, lower-risk profile.
WPM: $62.62B
NEM: $124.53B
GOLD: $33.52B
Get the full story on this Basket. Read our detailed article on its risks and potential.
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FRANCO NEVADA CORP
FNV
Current Price
$272.04
As a gold-focused royalty and streaming company, Franco-Nevada offers investors exposure to gold prices, which often rise during periods of economic u...
As a gold-focused royalty and streaming company, Franco-Nevada offers investors exposure to gold prices, which often rise during periods of economic uncertainty.
WHEATON PRECIOUS METALS CORP
WPM
Current Price
$163.06
Wheaton Precious Metals is a streaming company that provides financing for mines in exchange for the right to purchase a portion of their production a...
Wheaton Precious Metals is a streaming company that provides financing for mines in exchange for the right to purchase a portion of their production at a fixed price, offering leveraged exposure to precious metals prices.
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13 of 17 assets in this group are rated Buy by professional analysts.
