Real Assets

Real Assets. Real Value.

A structured view of the commodity landscape — gold, copper, and the macro forces driving the next decade of returns.

Gold (XAU/USD)$4,522.36 -1.06%
Copper (XCU/USD)$6.42 +0.00%
Silver (XAG/USD)$76.01 -2.65%
Bitcoin (BTC/USD)$74,563.70 +0.93%
Platinum (XPT/USD)$1,950.43 -1.06%
Palladium (XPD/USD)$1,376.54 +2.66%
Gold Imagery

Gold

The Ultimate Store of Value

Gold remains the most credible monetary asset in history. In an era of fiscal expansion, negative real rates, and geopolitical fragmentation, gold's structural bull case has never been stronger. Central banks are buying at record pace — and retail hasn't noticed yet.

$3,082 / oz

Current Price

+14.2%

YTD Performance

1,037 tonnes

Central Bank Demand (2024)

Copper Imagery

Copper

Powering the Energy Transition

Copper is the nervous system of the modern economy. Every EV requires 4x more copper than a combustion vehicle. Every solar farm, data center, and offshore wind turbine runs on copper. The supply response takes a decade. The demand curve is already here.

$6.42 / lb

Current Price

+8.6%

YTD Performance

+5.4 Mt/yr

EV Demand Forecast (2030)

Market Context

Macro Indicators

+0.1pp

3.4%

Inflation (CPI YoY)

US CPI, Feb 2025

-0.05pp

2.08%

Real 10Y Yield

TIPS-implied

+0.3%

103.5

Dollar Index (DXY)

USD vs basket

Neutral

62 / 100

Sentiment Score

Institutional bullish

Premium Research

Access Full Commodity Analysis

Go deeper with live price data, historical context, and complete investment theses for gold, copper, and the broader real assets universe.

Get Premium

Weekly Insights

Commodity Intelligence, Delivered

Stay ahead of macro shifts with our weekly commodity brief.