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ESG versus Returns?
It shouldn't be a choice.
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We consider that there has rarely been a better time for investors to build positions in selected commodities and mining equities. Baker Steel has positioned itself, with our market-leading, gold equities strategy, BAKERSTEEL Precious Metals Fund, and the BAKERSTEEL Electrum Fund, to offer exposure across these sectors. Furthermore, our proprietary ESG scoring system provides a complement to our set of unique valuation tools
Read our team’s thoughts below covering how we see markets currently and also more information on our range of funds.
Read our latest articles
Research & Insights
Gold at a turning point – Will precious metals miners deliver outsized returns in 2024?
November 30, 2023
The end of the US rate hike cycle, rising economic risk, and strong physical demand may push the gold price to new highs, marking the start of a turnaround for miners
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Research & Insights
Vital elements for Net Zero – Can miners meet soaring demand forecasts for critical metals?
August 16, 2023
Miners are in focus as industry and governments navigate supply constraints and geopolitical headwinds to secure the minerals needed for a sustainable future
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Research & Insights
Fuelling the green energy transition – The forecast lithium boom puts miners in the spotlight
May 6, 2023
Lithium faces soaring forecast demand growth and supply side challenges
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Research & Insights
As gold approaches new highs, is it time for precious metals miners to shine?
April 18, 2023
The bull market for precious metals miners is just getting started.
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Research & Insights
Gold and lithium miners lead the new wave of M&A in the natural resources sector
March 13, 2023
More mining companies are seeking growth through M&A deals, as capital inflation and sector undervaluation make it cheaper to buy than to build.
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Research & Insights
Enabling Net Zero and protecting wealth – Will miners be a bright spot in 2023?
January 11, 2023
A turnaround may be underway for metals and miners, backed by global efforts to achieve net zero and by the fight to protect wealth against inflation
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Research & Insights
Rare Earths - A scramble for supplies, an opportunity for investors
October 31, 2022
Vital for green technology, rare earths are not geologically ‘rare’ yet face precarious supply chains with a scarcity of production and processing in the West
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Research & Insights
Gold weathering the storm - Have we seen the bottom?
July 27, 2022
The gold sector faces conflicting macroeconomic and market forces at present, as bullish demand drivers such as surging inflation, rising economic risk and geopolitical tension, are counter-balanced by headwinds for gold, most notably the steepest US rate hikes and strongest US dollar in two-decades.
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Research & Insights
Global markets at an inflection point – The new commodity supercycle is just getting started
June 20, 2022
Global financial markets face an inflection point amid the aftermath of COVID-19, the Russia-Ukraine conflict, the rise of a bi-polar geopolitical world, deglobalisation, and with the fight against climate change at a critical juncture. Under these conditions commodities markets and the mining sector have come into sharp focus for investors, with deficits forecast for certain critical raw materials, rampant inflation and growing concerns over energy security.
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Research & Insights
Graphite – The diamond in the rough at the centre of the battery revolution
May 6, 2022
Battery metals, often considered the building blocks of the green revolution, attract much attention from analysts and commentators. The bullish demand trends for lithium, cobalt and nickel in particular often dominate coverage of the sector, yet in this report we draw attention to another lesser-known battery material, graphite, which alongside several others such as copper, silver and rare earths, presents a particular opportunity for investors looking for exposure to the growth of green technology.
Read thisExplore our range of award-winning strategies
Precious Metals Equities
Our flagship long-only precious metals equities strategy, which invests in high-quality gold and silver producers. Available as a Luxembourg-UCITS, UK OEIC and Australian Unit Trust.
FIND OUT MORESpeciality Metals Equities
Our diversified mining equities strategy directed towards speciality and precious metals equities, with a focus on “future facing” metals. Available as a Luxembourg-UCITS.
Diversified Mining
Baker Steel Resources Trust is an LSE-listed Investment Company investing predominantly in unlisted companies in the natural resources sector.
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Disclaimer
This financial promotion was prepared and approved by Baker Steel Capital Managers LLP, which is authorised and regulated by the Financial Conduct Authority. Capital invested is at risk. Past performance should not be relied upon as an indication of future performance. Future performance may be materially worse than past performance and may cause substantial or total loss.
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