Why Real Assets Are Thriving

By Kinjal Shukla May 15, 2025

In 2025, real assets like gold, uranium, and clean energy metals are taking center stage as inflation stays elevated, rate cuts loom, and geopolitical tensions persist. Investors are rotating into hard assets with intrinsic value, seeking protection and growth in structurally important sectors.

Gold & Precious Metals: The Original Hedge Shines Again

Gold prices surged past USD 3,300/oz, fueled by:

Global central bank accumulation
Demand for safe-haven and inflation hedge assets

Gold mining stocks have followed suit. The MVIS^® Global Junior Gold Miners Index (MVGDXJ) is up ~49% YTD, with miners benefiting from wide profit margins.

Uranium: Gradual Support for Nuclear in the Energy Mix

As nations seek reliable, carbon-free baseload energy, nuclear power and uranium investment opportunities are gaining momentum. The MarketVector^TM Global Uranium and Nuclear Energy Infrastructure Index (MVNUCL) captures this trend, tracking companies engaged in:

Uranium mining and processing
Reactor construction and servicing
Nuclear fuel cycle infrastructure

Copper & Clean-Tech Metals: Electrification Ahead

The MVIS^® Global Clean-Tech Metals Index (MVGMET) gives broad exposure to the metals essential for the energy transition — including copper, lithium, nickel, cobalt, and rare earths.

These materials power: