Lion Selection

Commodities & market

Australian Stock Exchange indices: Large cap industrials versus large and small cap resources
(Source: IRESS data)

  • Long-term performance of mining stocks versus industrials.
  • Whilst miners experience greater volatility, there are clear periods of substantial out-performance.

Gold price versus US real interest rates and US CPI
(Source: IRESS data)

  • Gold has often performed well when real interest rates are low.

Copper price versus London Metals Exchange Copper Stocks
(Source: IRESS data)