Craton Capital’s Paydirt – Episode 1 – A view on financial markets and the role of gold and gold miners
Financial markets seem to be approaching an inflection point, as many indicators point to a break from recent trends. The outlook for each asset class is perhaps even murkier than normal. But we believe physical gold will play a special role in the market environment in the coming years. Its attributes as an uncorrelated asset and a long term store of value could become even more important for a broader range of investors.
This first episode of “Paydirt” covers gold as an asset class, but includes the implications of the US Fed actions, the US dollar and some interesting charts on US equities. We bring it back to our arena by discussing how gold miners now deliver a real business case and outline how the Craton Capital Precious Metal Fund is well positioned within the sector.