By Kinjal Shukla April 30, 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 MarketVectorTM 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:

  • Electric vehicles and battery systems
  • Solar and wind infrastructure
  • AI data centers and electrified transport grids

Real assets are thriving as macro and structural themes converge:

  • Inflation resilience
  • Clean energy acceleration
  • Geopolitical hedging
  • Attractive valuations and cash flows

Indexes like the MarketVectorTM Global Uranium and Nuclear Energy Infrastructure Index (MVNUCL), MVIS® Global Clean-Tech Metals Index (MVGMET), and MVIS® Global Junior Gold Miners Index (MVGDXJ) offer thematic investment opportunities with liquidity and diversification — ideal for portfolio construction in an uncertain global environment.

 

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About the Author:

Kinjal Shukla is the Index Researcher and Data Engineer at MarketVector. She is responsible for the design and development of MarketVector indexes and for creating data infographics. Kinjal has cleared FRM Level 1 having come from a risk profile in Barclays, India. She has a degree in a Master of Science in Financial Engineering from Stevens Institute of Technology, USA, and an MBA-Tech degree from NMIMS-MPSTME University, India.

 

For informational and advertising purposes only. The views and opinions expressed are those of the authors but not necessarily those of MarketVector Indexes GmbH. Opinions are current as of the publication date and are subject to change with market conditions. Certain statements contained herein may constitute projections, forecasts, and other forward-looking statements, that do not reflect actual results. It is not possible to invest directly in an index. Exposure to an asset class represented by an index is available through investable instruments based on that index. MarketVector Indexes GmbH does not sponsor, endorse, sell, promote, or manage any investment fund or other investment vehicle that is offered by third parties and that seeks to provide an investment return based on the performance of any index. The inclusion of a security within an index is not a recommendation by MarketVector Indexes GmbH to buy, sell, or hold such security, nor is it considered to be investment advice.

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