Asset Manager Highlights Gold And Copper, Warns About Selectivity And Volatility - Global X Copper Miners ETF (ARCA:COPX), VanEck Gold Miners ETF (ARCA:GDX)
Benzinga·2026-01-20 11:33
Commodities have entered 2026 on firm ground, as asset manager Ninety One Plc (OTC:NINTF) highlights gold and copper as the most compelling opportunities within the sector.In the Natural Resources 2026 Outlook, the firm argues that structural demand drivers, constrained supply, and sharply improving mining margins present a constructive outlook. Still, they note volatility as a defining feature of the asset class.Leading OpportunitiesWith supportive macro conditions, gold remains in focus. A softer US dolla ...