We hosted a fascinating presentation followed by discussion on the current dynamics of the silver market, it’s scarcity compared with gold, it’s future growth in industrial applications and the attribution value of silver for the institutional investor.
The expert panel highlighted that overall capital flows have been low but they will flood in following a likely silver squeeze moment. We asked what are the triggers for this and at what point do generalists embed a narrative to hold silver?
The panel believes the technical level being $30 silver, and crucially getting through $2100 gold as the key level that will see new capital pour into the sector.
Central banks were frequently in the spotlight, their increasingly delicate dance between real rates and spiraling inflation fundamental to how precious metals will perform.
Ultimately the discussion revealed what investment funds like in silver mining companies, and how they think about operating risk across the tiers from producer and developer, and which types of projects look good for their portfolio.
Ned Naylor-Leyland, Fund Manager & Head of Strategy, Gold & Silver, Jupiter Asset Management
Rhona O’Connell, Head of Market Analysis, EMEA & Asia, StoneX
Bradford Cooke, Executive Chairman, Endeavour Silver
Ian Williams, CEO, Charteris Treasury Portfolio Managers