Webinar Recording: "Golden Times in 2025?"
Note: This text is a translation from the original language, German.
We are pleased to inform you that the recording of the webinar "Golden Times in 2025?" is now available. For all those who could not attend live, this is an opportunity to learn more about the potential opportunities and developments in the gold market.
The topic of the webinar:
Anyone who invested in gold in recent years could have enjoyed significant gains, especially in 2024. New all-time highs for the precious metal unusually coincided with record highs in major stock indices as well as rising US bond yields. This could possibly reflect a vote of no confidence in the US government, with significant upward potential for 2025. In this webinar, we explore the opportunities for gold and potential beneficiaries such as exploration companies and producers.
The webinar was moderated by Frank Müller (DRESCHER & CIE AG). Michael Kopf, Head of Sales for Austria and Germany at Commodity Capital AG, provides a detailed insight into the future of raw materials, particularly precious metals and metals for technological development. Other experts and analysts share their assessments of current market developments and the long-term outlook for gold and related sectors.
You can now view the recording through the DRESCHER & CIE AG media library (available only in German): https://diefondsplattform.de/mediathek/detail/m/goldene-zeiten-in-2025
We hope you benefit from the valuable insights provided in the webinar and look forward to welcoming you to our future events.
Legal notice:
This presentation is for informational purposes only and does not constitute investment advice. Please carefully read the prospectus and KID of the funds. The content reflects the current assessment of Commodity Capital AG and may change. No liability is accepted for accuracy or completeness. Past performance is not a guarantee of future results.
Gold at a Record High – Opportunities for Mining Stocks?
Note: This text is a translation from the original language, German.
Gold has reached a new all-time high. But what does this mean for mining stocks and investors? Werner Lang from Greiff Research Institut GmbH analyzes the current market situation and provides an update on the Commodity Capital Global Mining Fund.
Which companies are benefiting most? Where does the long-term potential lie? Read the expert's in-depth assessment.
Learn more about the topic in the full article (available only in German) : https://www.smartinvestor.de/2025/03/27/commodity-capital-global-mining-fund-p/
You can find out more about our investment strategy and the fund on our website: https://www.commodity-capital.com/de/produkte
Legal notice:
This content is for informational purposes only and does not constitute financial advice or an investment recommendation. Before making an investment decision, please consult a qualified financial advisor and review the official prospectus and key investor information document for the fund.
Structured Solutions Next Generation Resources Fund: Awarded at the €uro Fund Award 2025
Note: This text is a translation from the original language, German.
We are pleased to announce that the Structured Solutions Next Generation Resources Income Fund has been awarded in the "Equity Funds Commodities" category at the prestigious €uro FundAwards – The Best Funds for the 5- and 10-Year Period.
This recognition is a testament to the consistent performance and successful strategy of our fund. A heartfelt thank you goes to BÖRSE ONLINE for this acknowledgment and the opportunity to stand out among the best funds of recent years.
Learn more about the fund and its investment strategy: https://www.commodity-capital.com/de/produkte/structured-solutions-next-generation-resources-fund
Legal Disclaimer: This content is for informational purposes only and does not constitute financial advice or a recommendation. Please consult a qualified financial advisor before making any investment decisions and review the official prospectus and the key information document of the fund.
Commodity Capital Global Mining Fund: 2nd Place at the Alternative Investments Award Austria 2025
Note: This text is a translation from the original language, German.
We are delighted to announce that the Commodity Capital Global Mining Fund has been awarded 2nd place in the precious metals category for the 10-year period at the Alternative Investments Award Austria 2025 of the Austrian GELD Magazine.
This award reflects our continuous commitment and the successful strategy behind our fund. We would like to express our sincere thanks to GELD Magazine for this recognition.
We are motivated and look forward to continuing to deliver top performance and setting new standards in the field of alternative investments in the future.
Webinar Recording: "Conservative, Stock-Market-Independent Investing in Commodities – Is It Possible?"
Note: This text is a translation from the original language, German.
We are happy to announce that the recording of the webinar „Kann man konservativ und nahezu börsenunabhängig im Rohstoffsektor investieren?“ is now available. For those who were unable to attend live, this is an excellent opportunity to learn more about the distinctive investment strategy of Structured Solutions Resource Income Fund.
In this webinar, Michael Kopf, Head of Sales Germany and Austria at Commodity Capital AG, explains how to invest in innovative investment strategies that stabilize your portfolio while offering attractive return opportunities.
Topics in the video:
- In-depth insights into the innovative investment strategies of the Structured Solutions Resource Income Fund
- Effective diversification through commodity investments
- How to achieve stable returns in a volatile market environment
📌 Who is this video for?
Investors interested in commodities, the future of precious metals and strategic investments.
Watch the recording now on Commodity Capital's YouTube channel (available only in German): ”Kann man konservativ und nahezu börsenunabhängig im Rohstoffsektor investieren?“
Gold, Silver, and Lithium: The Raw Materials of the Future
Note: This text is a translation from the original language, German.
Gold, silver and lithium – three metals with a history spanning thousands of years and a crucial role in the future. While gold has traditionally served as a store of value, it is increasingly developing into a key metal for artificial intelligence (AI) and high-tech. Silver has long been indispensable for the energy transition, especially for the solar industry, while lithium is considered an essential raw material for electric mobility and energy storage.
Together, these metals are the foundation for the digital and sustainable transformation of the global economy.
Gold: from safe haven to the basis of the AI revolution
For thousands of years, gold has been considered the ultimate store of value. In times of crisis, central banks, investors and governments rely on the precious metal to hedge against inflation and geopolitical uncertainties. But in the modern world, gold has long been more than a stable store of wealth – it is a key metal for high-tech applications.
Gold in AI chips and high-performance computers
Gold's enormous conductivity and corrosion resistance make it irreplaceable for the electronics industry. It plays a central role in AI processors from NVIDIA, AMD and Intel:
- Gold-plated contacts ensure stable data transmission and maximum performance in high-performance computers.
- Servers in data centers for AI models such as ChatGPT rely on gold-based connectors.
- Quantum computers use superconducting gold circuits for the most precise calculations.
With the exponential growth of artificial intelligence, the demand for gold is also increasing rapidly. The digital revolution would be inconceivable without gold.
Silver: The underrated driving force behind the energy revolution
In addition to gold, silver also plays an essential role in future technology. While it has traditionally been regarded as a precious metal and currency reserve, today it is primarily in demand as a strategic industrial metal.
Silver in the solar industry and high technology
Silver is the most conductive metal in the world – a property that makes it indispensable for numerous applications in electronics and particularly in the solar industry. The photovoltaic industry requires silver for the production of solar cells in order to achieve maximum efficiency in energy generation.
- The massive expansion of renewable energies in China and the Middle East is significantly increasing demand for silver.
- 5G networks and modern battery technologies rely on silver-based compounds to improve conductivity.
- With increasing digitalization, the demand for highly conductive materials in the electronics industry is growing.
Since silver is mostly mined as a by-product of other mines, supply is limited – a structural shortage could drive up the price of silver in the long term.
Lithium: The fuel of electric mobility and energy storage
While gold and silver are essential for high-tech, lithium forms the backbone of electric mobility and the energy transition.
Challenges and opportunities in the lithium sector
Demand for lithium is growing rapidly, but supply can hardly keep pace. Global lithium production has increased from 200,000 tons to 1.2 million tons over the last 16 years – but it will need to double to over 2 million tons by 2030.
- Electric vehicles are the main driver of lithium demand. In China, the share of new registrations is already 33%, and growth continues unabated.
- Battery manufacturers such as CATL predict that the demand for stationary energy storage will be ten times higher in the future than for electric mobility.
- The lithium price is currently low, but in the long term there are indications of a supply shortage that could cause new highs.
Companies such as Volkswagen are already recognizing the strategic importance of lithium and are securing shares in exploration projects at an early stage to ensure their long-term supply.
Conclusion: The future belongs to the raw materials of the digital and sustainable revolution
Gold, silver and lithium are more than just valuable metals – they are essential for the technologies of the future.
- Gold not only remains a safe haven, but is increasingly becoming a key metal for AI, high-performance computers and cloud technology.
- Silver is driving the energy transition, particularly in the solar industry and 5G technology.
– Lithium is the driver for electric vehicles and energy storage – a market whose potential is far from exhausted.
Investing in these commodities is not only a hedge against economic uncertainty, but also a bet on the future of technology and energy supply. The next commodity rally could be upon us – and it will be led by gold, silver and lithium.
Webinar Recording: "Industrial Metals as a Hedge Against Stagflation?"
Note: This text is a translation from the original language, German.
We are pleased to announce that the recording of the webinar ‘Industriemetalle als Schutz gegen Stagflation?’ is now available. For those who were unable to attend live, here is an opportunity to learn more about the potential impact of impending stagflation on the commodities market.
Due to high levels of debt and increasing deglobalisation, the risk of stagflation has increased in the coming years. Historically, commodities have performed well in such phases. At the same time, there is a strategic undersupply of industrial metals, as many mining companies have invested too little in recent years. The price of gold has already risen sharply - but how much potential do other metals such as silver, copper or platinum have? And are we possibly on the brink of a new commodity supercycle?
In this webinar moderated by Paul Barthels (DRESCHER & CIE AG), Dana Kallasch, co-founder and CEO of Commodity Capital AG, gives a detailed insight into the price and demand development of commodities such as lithium and gold.
You can now watch the recording via the DRESCHER & CIE AG media centre (available only in German): "Industriemetalle als Schutz gegen Stagflation?“.
We hope that you will benefit from the findings of the webinar and look forward to welcoming you to our future events.
Webinar Recording : "Current State and Outlook of the Commodities Market"
Note: This text is a translation from the original language, German.
We are pleased to present the recording of our webinar "Rohstoffupdate – Einblicke in den Rohstoffsektor: Aktuelle Lage & Aussichten."
Tobias Tretter, co-founder and board member of Commodity Capital AG, shared valuable insights into the current state of the commodity sector and provided a well-founded outlook on future developments in this presentation.
Watch the recording on our YouTube channel now (available only in German): https://www.youtube.com/watch?v=KqJxE0rnC4U&t=2726s
Do you have any unanswered questions? You can contact us at info@commodity-capital.com.
Webinar Recording: "Commodity Update – 2024 Review and 2025 Outlook"
Note: This text is a translation from the original language, German.
The recording of our webinar is now available! Tobias Tretter, co-founder and CIO of Commodity Capital AG, shares his expert analysis of the 2024 commodity markets and offers a well-grounded outlook on the key trends and challenges ahead for 2025.
𝗞𝗲𝘆 𝘁𝗮𝗸𝗲𝗮𝘄𝗮𝘆𝘀 𝗶𝗻𝗰𝗹𝘂𝗱𝗲:
- What market trends to watch for in 2025.
- Challenges that could shape the future of commodity markets.
- How investors can position themselves to make the most of upcoming opportunities.
📌 𝗪𝗵𝗼 𝘀𝗵𝗼𝘂𝗹𝗱 𝘄𝗮𝘁𝗰𝗵?
This video is perfect for anyone with an interest in commodities and mining – from experienced investors to those just starting out.
Watch now on our YouTube channel (available only in German): https://www.youtube.com/watch?v=9cv3FgFdxVg&t=2781s
5 Questions for Dana Kallasch: Insights on Commodities and ESG Investing
Note: This text is a translation from the original language, German.
In an interview with ZASTER Magazine, Dana Kallasch, co-founder and CEO of Commodity Capital, shares her perspectives on the challenges and opportunities in the field of commodity investments.
Here are a few key points:
- On-site presence: We don't just rely on reports – we visit the mines in person to thoroughly evaluate projects. Technical, social and ecological factors are equally important.
- Raw Materials and ESG:Sustainability and mining are not mutually exclusive. Our CEO explains how ESG criteria are incorporated into every one of our investment decisions.
- Why invest in Raw Materials?: Whether as protection against inflation or for diversification – commodities play an essential role, especially in a world that is becoming increasingly electrified and urbanized.
Ms. Kallasch also talks about the future of gold as a proven “safe haven” and explains why uranium has particularly strong potential over the next five years – as a key resource for global energy supply.
For anyone interested in the intersection of commodity investing, sustainability and global trends, it's worth taking a look:
Link to read the full interview (available only in German) :https://www.zaster-magazin.de/5-fragen-an-dana-kallasch/