Investment Themes

Gold and Silver, add precious stock to your portfolio

To access our selection of stocks, regularly updated with new opportunities, discover our customized subscription formulas with exclusive tools.

Investment Themes

Ignored by investors for a long time, gold and silver are back in the spotlight thanks to an environment that is increasingly favorable to them. Lower bond yields, weaker macroeconomic indicators, slower global growth and caution about the bull market in the main equity indices are all factors that are allowing gold to recover, as is money.

There has indeed been a disruption in traders' sentiment towards gold metal, which is returning to its status as a safe haven while markets are becoming more complex. At a time when accommodating monetary policies are intensifying, the endless Sino-American trade talks, coupled with European misunderstanding on the Brexit front, are increasing nervousness among investors. The latter are now opting for hedging strategies. While there are many ways to expose yourself to the price of gold and silver, such as buying gold and silver physically, it should be noted that mining companies are also a great way to diversify your equity portfolio. As such, this thematic list includes mining companies, whether specialized or diversified, that generate a significant part of their turnover in the extraction, valuation or trading of gold and silver. They are therefore relatively sensitive to changes in the prices of these precious metals.

Our selection

Basic Materials
Gold Mining
691.83Cr +35.83%
Basic Materials
Gold Mining
2.06TCr +14.85%
- - 2.9TCr -
Basic Materials
Other Specialty Mining & Metals
10TCr +33.04%
Basic Materials
Integrated Mining
8.72TCr +35.06%
Basic Materials
Gold Mining
1.61TCr +21.25%
Basic Materials
Gold Mining
475.36Cr +28.04%
Basic Materials
Gold Mining
398.7Cr +26.77%
Basic Materials
Gold Mining
317.26Cr +21.06%
Basic Materials
Gold Mining
916.1Cr +16.81%
Basic Materials
Copper Ore Mining
1.87TCr +14.16%
Basic Materials
Gold Mining
6.78TCr +20.23%
Basic Materials
Gold Mining
11TCr +19.80%
Basic Materials
Other Specialty Mining & Metals
16TCr +29.01%
Basic Materials
Other Gold
4.97TCr +18.99%
- - 2.48TCr -
- - 146.37Cr -
Basic Materials
Silver Mining
259.87Cr +19.76%
Basic Materials
Gold Mining
662.27Cr +4.53%
Basic Materials
Gold Mining
62Cr +21.55%
Basic Materials
Gold Mining
326.04Cr +2.45%
Basic Materials
Gold Mining
482.77Cr +14.24%
Basic Materials
Gold Mining
765.91Cr +16.68%
Basic Materials
Gold Mining
1.22TCr +0.36%
Basic Materials
Gold Mining
12TCr +9.46%
Basic Materials
Other Specialty Mining & Metals
802.47Cr +11.35%
Industrials
Diversified Industrial Goods Wholesale
4.45TCr +10.68%
- - 1.06TCr -
Basic Materials
Gold Mining
2.24TCr +13.77%
Basic Materials
Gold Mining
2.04TCr -8.86%
- - 4.16TCr -
Basic Materials
Other Specialty Mining & Metals
1.72TCr +4.93%
Basic Materials
Gold Mining
4.16TCr +13.35%
Basic Materials
Integrated Mining
890.99Cr +14.12%
Basic Materials
Gold Mining
417.13Cr +1.72%
- - 13TCr -
Basic Materials
Other Gold
4.39TCr +10.43%
Basic Materials
Integrated Mining
3.65TCr +7.71%
Basic Materials
Other Gold
2.01TCr +7.26%
Basic Materials
Gold Mining
1.08TCr +1.63%
Basic Materials
Gold Mining
281.9Cr +14.00%
Basic Materials
Gold Mining
547.55Cr -0.70%
Basic Materials
Gold Mining
2.05TCr +3.42%
Basic Materials
Gold Mining
7.2TCr -7.43%
Basic Materials
Gold Mining
447.06Cr -5.17%
Basic Materials
Gold Mining
2.45TCr -11.49%
Basic Materials
Gold Mining
268.03Cr -5.22%
Basic Materials
Silver Mining
299.18Cr -0.77%
Basic Materials
Gold Refining
2.44TCr -2.35%
Basic Materials
Other Gold
1.15TCr -11.06%
Basic Materials
Gold Mining
699.53Cr +1.67%
Basic Materials
Gold Mining
1.43TCr +0.98%
Basic Materials
Gold Mining
663.91Cr -11.80%
Basic Materials
Gold Mining
386.59Cr -17.32%
Basic Materials
Silver Mining
1.3TCr -5.73%
Basic Materials
Gold Mining
145.93Cr -

News of the components

░░░░ ░░░░░░ ░░░░░░░ ░░░░ ░░░░░░░░░ ░░░░░░░░░░ ░░░ ░░░░░ ░░░░░░░ ░░ ░░░░░░░░░░ ░░░░░░░░░ ░░░░░░░░ ░░░░░ ░░░ ░░░░░░░ ░░░░░░░░░░░░ ░░░ ░░░ ░░░░ ░░░░░░ ░░░░░░░░░
░░░░ ░░░░░░░░░░░░░░ ░░ ░░░░░░░ ░░░░░ ░░░░░░░ ░░░░ ░░░░░░░░░░░
░░░░ ░░░░ ░░░░ ░ ░░░░░░ ░ ░░░░░░░░░░░░ ░░░ ░░ ░░░░░░░░ ░░░░░░░░░░░░ ░░░░░░░░░░░░░
░░░░ ░░░ ░░░░░░░░░ ░ ░░░░░░░░ ░░░░░░░░░░░░ ░░░ ░░░░░░░░░ ░░░░░ ░░ ░░░░ ░░░ ░░░░░░ ░░░░░░░░░░░░
░░░░ ░ ░░░░░ ░░░░░ ░░░░ ░░░░░░░░ ░░ ░░░░░░░ ░░░░░░░░░ ░░░░░░░░░░░░░░ ░░░░░░░ ░░░░░░░░ ░░░░░░░░ ░░░░░░░ ░░░░░░░░░░░ ░░░░░ ░░░░░░
░░░░ ░░░░░░░░░ ░░░░░░░░░░░ ░ ░░░░ ░░░░░ ░░░░░░░░░ ░░░░░░░░ ░░░░░░░░░ ░░ ░░░░░░ ░░░░░ ░░░░░░░░░░░░░░
░░░░ ░░░░░░░ ░░░░░░░░░ ░░░░░░░░░ ░░ ░░░░ ░░░ ░░░ ░░░░░░░░ ░░ ░░░░░░░ ░░░░░ ░░░░░░░ ░░ ░░░░░░ ░░░░░ ░░░ ░░░░░░ ░░░░░░░░░░░
░░░░ ░░░ ░░░░░░░ ░░░░░░░ ░ ░░░░░░░ ░░░░░ ░░░░░░░░░░ ░░░ ░░░░ ░░░░░░░░░░░
░░░░ ░░░░░░░░░ ░░░░░░ ░░░░░░░ ░░░░░ ░░░░░░ ░░ ░░░ ░░░ ░░░░░░ ░░░░░░░░░░ ░░░░░░░ ░ ░░░░░░
░░░░ ░░░░░░ ░░░░░░░░░░░░░ ░ ░░░░░ ░░░░░░
░░░░ ░░░ ░░░░░ ░░░░ ░░░░░ ░░░░░░ ░░ ░░░░░░░ ░░ ░░░░ ░░░░ ░░░░░ ░░░░░░░░░ ░░░░ ░░░░░░░░░░
░░░░ ░░░░░░░░ ░░░░░░░░ ░░░░ ░░░░░ ░░░░ ░░░░░░░ ░░ ░░░░░░░ ░░░░░░░░ ░░░░░░ ░░░ ░░░░░ ░░░░░░░░░░░
░░░░ ░░░░░░░░░░ ░░ ░░░░░░░░░░░░░ ░░░░░░░░ ░░ ░░░░░░░ ░░░░ ░░░░░░ ░ ░░░░░░ ░░ ░░░░░░ ░░ ░░░░░░░ ░░░ ░░░░░ ░░ ░░░░░ ░░░ ░░░░ ░░░░ ░░░░░░░ ░░░░░░░░░ ░░░░░░░ ░░░ ░░░ ░ ░░░░░░░░░░░░░
░░░░ ░░░░░░░░ ░░░░░░░░ ░░░░ ░░░░░░░░░ ░░░░ ░░ ░ ░░░░ ░░░░░░░ ░░ ░░░░░░░ ░░░░░░░░ ░░░░░░ ░░░ ░░░░░░░░░░
░░░░ ░░░░░░░░░░░░ ░░ ░░░ ░░░░░░░░░░
░░░░ ░░░░░ ░░░░░░░ ░░░░░░░░░ ░░░░░░░░ ░░░░░ ░░░░░░░░ ░░░ ░░░░░ ░░░░░░░░░░░ ░░ ░░░░░░░ ░░░░ ░░░░░░░░░░░░░░
░░░░ ░░░░░ ░░░░░░░ ░░░░░░░░░ ░░░░ ░░░░░░░ ░░░░░░░░░░ ░░░░░░ ░░ ░░░░░░░ ░░░ ░░ ░░░░░ ░░░ ░░░░░░░░░░
░░░░ ░░░░░
░░░░ ░░░░░░░░░░░░░░░ ░░░░░ ░░░░░░░░░░ ░░░░ ░░ ░░░ ░░░░░░ ░░ ░░░░░░░░░░░ ░░░░░ ░░░░░░░ ░░░░░░░

Heatmap

Sector allocation

Ratings chart - Surperformance

Ratings ESG MSCI

  1. Stock Market
  2. Investment Themes
  3. Gold and Silver, add precious stock to your portfolio