AuAg Funds

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

07/06/2026

💸 The ghost of money 💸
The June edition of 'Elements' is here!

Precious metals are really in the eye of the storm at the moment. Geopolitical tension, the AI build-out, stimulus and rising deficits, debasement… every headline outside the eye is reinforcing the case inside it.

In this month's letter, we look at:
🪙 Why silver miners are starting to outperform gold miners, and what this structural shift could mean going forward
🪙 The two demand drivers reshaping the metals market in 2026—the global arms race and the AI infrastructure build-out—and where the miners fit in
🪙 COMEX positioning at one of its most extreme readings in 17 years, and what historic short-position levels have meant for the market in the past

Follow the link to read the full letter: https://www.auagfunds.com/research-centre/monthly-letters/elements202606

「 Marketing communication. Not investment advice. 」

We’re pleased to announce that all AuAg Funds are now available at DNB Whether investors are seeking exposure to preciou...
02/06/2026

We’re pleased to announce that all AuAg Funds are now available at DNB

Whether investors are seeking exposure to precious metals as a diversification, or to the raw materials driving global electrification — DNB customers can now access the full AuAg fund range directly through the platform.

With an increasing demand for silver against multiple years of supply deficits—as well as geopolitical uncertainty drivi...
31/05/2026

With an increasing demand for silver against multiple years of supply deficits—as well as geopolitical uncertainty driving demand for gold—it's worth remembering who stands to gain the most from rising metals prices: the miners.

Mining company costs are largely fixed: drilling, equipment, labour. When the metal price rises, a significant share of the extra revenue flows straight to the bottom line. That operating leverage is structural. It's how the business model works.

There's a reason mining equities tend to lag: the market wants to see that higher metal prices are sustainable before repricing the companies that produce them. When that confidence arrives, the move in miners tends to reflect it fully.

「 Marketing communication. Not investment advice. 」

An essential metal for an electrified world.AuAg Critical Insights is our long-form research format, where we take an in...
26/05/2026

An essential metal for an electrified world.

AuAg Critical Insights is our long-form research format, where we take an in-depth look at the dynamics shaping metals, miners, and the broader global market.

This edition covers a detailed analysis of copper and the critical role it plays in the electrified economy, as well as its increased demand and growing scarcity.

Valuable takeaways:

- The world is electrifying faster than copper can be mined.
- Copper supply is constrained by underinvestment, fewer major discoveries, and long lead times.
- Global copper supply is highly geographically concentrated — Chile, Peru, and the DRC dominate upstream, while China controls more than half of refining capacity downstream.

Read the full essay in our Research centre. Link in comments 👇

🏦 Central banks have been adding gold to their reserves at record pace 🏦 It’s one of several structural themes shaping t...
21/05/2026

🏦 Central banks have been adding gold to their reserves at record pace 🏦

It’s one of several structural themes shaping the market as we buckle up for a continued eventful year in precious metals.

You can read about all this and more in our May monthly letter. Link in comments 📩

19/05/2026

On the 12th of May we sat down for our tenth AuAg Live. During the stream, Eric Strand and Christopher Svensson answered questions from our community on everything from the precious metals market to miners and macro.

In case you missed the livestream (or want to watch it again) the full stream is up on Spotify and YouTube.

Links in comment section below 👇

Nine major banks just laid out their 2026 gold forecasts. They disagree on the number — but most agree on the direction....
16/05/2026

Nine major banks just laid out their 2026 gold forecasts. They disagree on the number — but most agree on the direction.

Eric Strand joined Nettavisen to share his view alongside the bank forecasts.

Valuable insights:
🪙 Most major banks expect gold above today's ~$4,700. Year-end 2026 targets cluster between $5,000 and $6,300, with bull-case scenarios at $8,000. HSBC's $3,950 is the main outlier below current price.

🪙 The shared reason: when governments run big deficits and keep money loose, paper currencies gradually lose value — and gold tends to gain. Wells Fargo argues this dynamic is multi-year, and we're not yet halfway through it.

🪙 A counterintuitive signal: gold has historically performed best right after professional gold-watchers turn most pessimistic. A long-running sentiment index is now at one of its gloomiest readings in 20 years.

Link to the full article (in Norwegian and behind a paywall) in the comments. 👇

「 Marketing communication. Not investment advice. 」

Where is gold headed after $4700?Dagens PS rounded up the latest forecasts from across the market. Here's what stood out...
14/05/2026

Where is gold headed after $4700?

Dagens PS rounded up the latest forecasts from across the market. Here's what stood out:

🪙 Bank forecasts for gold over the next 1–5 years now span $5,400 (Goldman Sachs) up to $8,000 (Deutsche Bank, Wells Fargo), with our own 2026 view remaining at $6,000.
🪙 Parts of the oil trade are moving away from US dollar settlement, which the article frames as a structural shift that has historically favoured gold.
🪙 Gold miners offer leverage on the metal: when the price rises, the gap between production cost and market price widens disproportionately. Newmont's Q1 2026 free cash flow of $3.1 billion is cited as a current example.

Link to the full article (in Swedish) in the comments 👇

「 Marketing communication. Not investment advice. 」

Tune in and ask your questions straight to Eric Strand and Christopher Svensson!
12/05/2026

Tune in and ask your questions straight to Eric Strand and Christopher Svensson!

11/05/2026

See you tomorrow at 19:00 for AuAg Live 10!

The first half of 2026 has shown continued momentum for precious metals and mining companies — and we believe the best is yet to come. We see strong fundamentals ahead and remain confident that 2026 will be a standout year for our sector.

Tune in tomorrow at 19 and learn everything you want to know about investments in precious metals and critical materials.

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