Is price inflation here to stay?

Key insights from this month’s letter:

• Today's distorted market economy has made certain individuals and companies extraordinarily wealthy.
• We see an upcoming situation with decreased consumption due to high debt costs, which historically often spiral into fiscal stimuli, leading to increased budget deficits and higher levels of debt, which is another form of monetary inflation.
• Over the past year, we have witnessed an increasing number of mergers and acquisitions within the mining sector, which could potentially lead to a bidding war as several companies compete for growth.

Follow the link to read the monthly letter!

Over 5000 subscribers receive this letter directly to their inboxes every month. 

Follow this link to subscribe!

You can also find the latest fund sheets under “Documents” on each fund page on our website.