New World Assets
The world is standing at a geopolitical crossroads, much like the pre-World War II era.
Global tensions are escalating, with countries jockeying for dominance in energy, technology, and natural resources.
As we inch closer to a potential global conflict, nations are scrambling to secure the materials essential to their infrastructure and defense systems.
These geopolitical dynamics, paired with the technological boom in artificial intelligence (AI), cryptocurrencies, and renewable energy, are driving unprecedented demand for critical and industrial materials.
So now we’re presented with a once-in-a-generation opportunity to capitalize on publicly traded companies that are exploring, developing, and producing these essential resources that offer both growth and hedging opportunities in an increasingly volatile market.
New World Assets' key investment targets include:
- Mining and Exploration Companies: Firms with operations in politically stable countries. Canada, Australia, and the U.S. stand to benefit the most.
- Commodity ETFs and Funds: Specialized ETFs that focus on critical materials or industrial metals can offer diversified exposure to the sector.
- Companies With Vertical Integration: Businesses that control both the mining and refining of these materials offer more stable investment opportunities.
- Technology companies that are facilitating the expansion of cryptocurrencies and new innovations in energy and transportation.
As the world edges closer to a new era defined by geopolitical tensions, resource nationalism, and technological transformation, investors must be forward-thinking in their approach.
No matter how you slice it, the race for critical and industrial materials presents a unique opportunity to not only profit, but also hedge against growing uncertainty.
Indeed, we are now identifying and investing in the companies that will dominate the next great materials boom.
By leveraging historical precedent and understanding today’s pressing geological and technological drivers, we are now positioning ourselves for substantial long-term gains.
We will always get to the good grass first,
Brian Hicks
Founder and President, Angel Investment Research
Managing Editor, New World Assets
