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AuAg Funds is creating investor-friendly financial concepts with a strong focus on precious metals &

13/10/2026

Western investors are buying gold again, even as the price falls.

Since August, Western investors have been coming back into the gold market. European investors, who had been fairly passive all year, have turned to gold, and American investors, who sold off a good deal during the war, are now purchasing gold ETFs. Central banks continue buying, adding around 40 tonnes in August. The selling is happening in the futures market, while the physical market is accumulating.

Eric Strand joined Investor Studios and covered all this and more. They talked about what’s driven gold back toward $4,000, why he thinks the case for gold has only got stronger, and why he sees gold and silver miners as the most interesting part of the sector right now.

Find the full interview (in Swedish) here: https://www.auagfunds.com/research-centre/videos/investor-studios-daerfoer-aer-guldet-ater-pa-4-000-dollar-botten-eller-nedsida-auag-eric-gaestar

09/10/2026

⛓️ Falling dominoes ⛓️
The October edition of 'Elements' is here!

September brought a taste of the volatility our sector is known for. Gold fell 6.5% to USD 4,156 and silver 9.2% to USD 60.42, giving back part of August's gains as the US rate hike strengthened the dollar. The mining companies held their ground, falling no more than the metals even though they had risen considerably more in August.

In this month's letter, we look at:

🪙 Mining companies turning record cash flows into share buybacks – fewer shares in the market for the same company value

🪙 The dominoes lining up: France's risk premium back at eurozone-crisis levels, foreign central banks selling US Treasuries, and why we believe currencies will be sacrificed to rescue the bond market

🪙 Why the US real interest rate is positive on paper but doubtful in reality – and what "financial repression" means for gold

Find the full monthly letter in our Research Centre. Link in bio!

「 Marketing communication. Not investment advice. 」

09/10/2026

One week to go! Have you registered for Nordic Funds & Mines yet?

Scandinavia’s largest mining investment event takes place next Thursday and Friday, 15–16 October in Stockholm. More than 60 mining companies will present over the two days. Keynote speakers at the event include AuAg’s own Lead Fund Manager & Founder Eric Strand, macro investor Tavi Costa of Azuria Capital and Ara Mustafa of Nordnet. The event is free to attend.

When registering, choose “Invited by Partner (AuAg Funds)” so they know you’re one of us!

01/10/2026

Two weeks to go, and a programme highlight for mining investors.

On Friday 16 October at 13:00, will join the panel discussion “The Future of the Silver Market” with Peter Krauth and Keith Neumeyer – followed by his own keynote shortly after. Join us at Hotel At Six in Stockholm on 15–16 October.

The conference is free to attend. Visit nordicfundsandmines.com to register and select “Invited by Partner (AuAg Funds)” to let the organisers know you’re one of us!

01/10/2026

⚡️ The twin trend of copper ⚡️

If society were a body, copper would be its veins. The electrified world depends on copper at its very foundation.

Every year, more than 20 million tonnes of copper are mined, processed and distributed around the world. Keeping that supply growing is becoming harder.

The copper market now faces a twin trend: no major new discoveries in recent years, and signs of falling production at many companies. It shows in Chile, the world's largest copper-producing country, which accounts for roughly a fifth of global production and is now producing less.

From where we're standing, supply looks unlikely to keep pace with rising demand. A lasting shortfall will support a higher copper price, and with it the earnings of the companies that mine it.

「 Marketing communication. Not investment advice. 」

26/09/2026

, Lead Fund Manager & Founder at AuAg Funds, joined . He talked about why the US Treasury now matters more than the Fed for gold, what the US debt burden means for money printing, and why copper demand is outrunning supply.

Find the full interview in our Research centre. Link in bio.

「 Marketing communication. Not investment advice. 」

24/09/2026

In an interview with AMWatch, , Lead Fund Manager & Founder, explains why AuAg thinks differently about interest rate policies than the market.

Cost-push inflation leads to increased consumer prices. Raising rates in this environment actually only adds an additional strain on consumers, and doesn’t solve the cause of the inflation. In the long run, this risks a recession no country can really afford.

Find Eric's interview with AMWatch in our Research centre: https://www.auagfunds.com/research-centre/articles/amwatch-swedish-gold-manager-s-flagship-fund-gains-32-as-investors-return-after-summer-outflows

「 Marketing communication. Not investment advice. 」

21/09/2026

We're about a month away from the long-awaited Funds and Mines!

On 15–16 October we'll be at Hotel At Six in Stockholm for Scandinavia's largest conference of its kind. The AuAg team will be there in full force. will take part in the panel discussion "The Nordic Mining Region", followed by a keynote of his own.

The event is free to attend — just let them know AuAg sent you when you register and select "Invited by Partner (AuAg Funds)" so they know you're one of us!

15/09/2026

The US bond market is, in part, a gold story. The supply of dollars is one of the things that sets the gold price. Eric Strand recently spoke to Finansavisen about the Treasury's buybacks of its own bonds, and what changes if the central banks step in.

Valuable insights

🪙 When the Fed buys government bonds, it pays with money it creates. When the Treasury buys the same bonds, it pays with money that already exists. Only the first one adds to the money supply.
🪙 Around 200 billion dollars of ten-year US Treasuries trade on an average day. The Treasury's own buybacks are small against that, which is why long-term rates have kept rising anyway.

Find the full interview with Finansavisen here: https://www.auagfunds.com/research-centre/articles/finansavisen-da-vil-gullprisen-fly-til-nye-hoyder

「 Marketing communication. Not investment advice. 」

10/09/2026

There is a lot that can learned from the Fed’s balance sheet. Not in the least that we should look at what they do, more than what they say.

There is a continual promise of quantitative tightening – but every effort since 2008 has actually later led to larger and larger stimulus, and subsequently a rising balance sheet.

Once again, we can see the signals of an upwards turn beginning (a trend we’ve been predicting from some time) – and when the Fed has to act as buyer of last resort we will see a new ATH in the balance sheet, as well as in gold.

「 Marketing communication. Not investment advice. 」

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