I recently sat down with Morningstar Canada for an extended interview about the ongoing volatility in gold stocks. There are a number of reasons for the heavy sell-off in gold, but whatever the reasons, it’s clear to me that retail investors are seriously questioning the value of gold as a traditional safe-haven investment.
Despite the drop in the bullion price, industrial commodities have managed to hold up relatively well and there have been some bright spots in the materials sector.
For more of my current thoughts on gold stocks and the resources sector, you can read the full piece from Morningstar Canada.
Note: The companies mentioned in the above article were selected for illustrative purposes only and are not intended to convey specific investment advice.