Published On: April 23rd, 2025Categories: Trade Ideas
In this investment case on Gold & Mining Credits, we explore how recent tariff developments and commodity price dynamics are reshaping credit opportunities across the sector. Amid modest spread widening, investment-grade issuers with strong balance sheets and strategic exposure to gold and US-based copper are emerging as attractive candidates for selective positioning. The current environment continues to reward quality and offers timely entry points in both primary and secondary markets.
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