Sailor for gold – also by Donald Trump’s taking office (Photo: Freepik, Wirestock)
In times of geopolitical uncertainties, inflation -driven markets and monetary policy turbulence, gold proves to be a safe haven more than ever. A few years ago, prices of $ 2,000 per troy unchy seemed almost unreachable-today the precious metal sets new standards and approaches with unstoppable dynamics of the 3,000 dollar brand. This unprecedented upswing is not only proof of the stability of the gold, but also a wake -up call for investors who want to go beyond the pure precious metal purchase.
The gold experts from Incrementumwho publish their gold study “In Gold We Trust” annually, even forecast an increase in the gold price to around $ 5,000 by 2030-a clear signal for continuing dynamics in this sector.
Gold: Between records and real economy challenges
The most recent price records are impressive: Within a year If the gold price has increased by a whopping 35 percent, new highs are reached almost every day. At the beginning of February, the subtlete cost gold $ 2,830, and similar records were achieved in euros. This price increase is not just a reaction to global uncertainties – it is an expression of a fundamental change in investment behavior.
Central banks worldwide, above all China and the central banks of the BRICS countries, massively increase their gold reserves, which also supports the precious metal. In this area of tension, there are attractive opportunities for investors to benefit from the opportunities of the gold rush 2.0 via funds and ETFs.
The reasons for rally: politics, trade and economic dynamics
A major driver of the current gold price rally is the geopolitical and trade policy decisions of recent times – especially since Donald Trump took office. Right at the beginning of his second presidency, Trump, with the announcement of tariffs of 25 percent on steel and aluminum imports, set a clear sign against international trade. These protectionist measures should not only lead to massive trade voltages, but could also trigger far -reaching uncertainties on the global financial markets.
The “America First” policy propagated by Trump also creates a climate of distrust of geopolitical alliances and once again stirs up fears of increasing inflation and possible financial turbulence in the United States. The interaction of political decisions, economic uncertainty and dwindling trust in the established financial systems created the ideal starting situation for the impressive rally of the gold price.
The underestimated power of the gold mines – lever for the investor
The shares of gold mining companies offer investors an interesting way to benefit from the increasing gold price. Although the gold price reaches record heights, the shares of these companies have not yet increased to the same extent. However, historical data show that gold mini shares react above average to price increases. As a rule, an increase in the gold price around triple is reflected in the share prices.
A simple example illustrates this effect: If the funding costs of a ounce of gold are $ 2,000 and the gold price at $ 3,000, the profit is $ 1,000 per ounce. If the gold price increases by $ 3,600, profit increases by 60 percent at the same costs. If the funding costs decrease, the profit can increase even more. Since this so-called leverage effect has not been fully launched in recent years, gold mini shares still have a lot of potential upwards.
Gold vs. mine stocks: Who has more potential?
Capital market analyst Pascal Kielkopf from HQ Trust has calculated that the gold price has increased an average of 5.6 percent per year since 1974, while global gold mines shares have increased on average by 6.5 percent. Since 2007, the mine stocks with an annual growth of 2.2 percent have backed far behind the gold price, which has increased by 9.7 percent per year.
This indicates that the potential of the sector has not yet been exhausted. Improved balance sheets, falling debt and strategic mergers in the industry could now trigger a re -evaluation of the gold mines shares. In view of the forecast of Incrementum that the gold price could increase to $ 5,000 by 2030, this scenario appears particularly promising.
Fund and ETFs: Strategic approaches to an underestimated sector
Conclusion: gold investments in the upswing
The gold market is experiencing a renaissance, and the long underestimated sector of the gold mines shares is also becoming increasingly important. While the gold price always reaches new record heights, funds such as the Konwave Gold Equity Fund and the Vaneck Gold Miners ETF investors offer the opportunity to strategically invest in this sector, which still has considerable catch -up potential. Political decisions, in particular protectionist measures, global trade conflicts, a weaker US currency and the increasing demand from the central banks have increased the gold price.
In view of the impressive historical performance and the optimistic forecast of Incrementum, which expect a gold price of around $ 5,000 by 2030, mining companies could be on a re-evaluation. If you invest now, you could benefit from a fundamental change in the industry in the long term. This scenario is attractive for both risk -friendly and conservative investors.
Disclaimer:
No investment advice. No call to buy or sell securities.