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Recent geopolitical events lead to a rise in gold prices; ESG ratings often punish gold companies for factors beyond their control.
The gold market remained strong in December, aided by both the dollar and metal prices. Mergers and acquisitions dominated the news while current economic and social and political events may lead investors to seek safe haven assets.
Gold enters its fourth month of correction, though we believe late-cycle financial risks will increase. We take a closer look at the Zijin-Continental and Kirkland-Detour deals.
We believe it is time for single-asset gold companies and their shareholders to reconsider the M&A landscape and adapt new strategies that will build the mid-tiers and majors of the future.
Gold continues to beat expectations as gold companies maintain their capital discipline. We were also impressed by what we saw on the first analyst tour of Nevada Gold Mines, the joint venture between Barrick and Newmont.
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