Investors looking for top-rated dividend and value equities in the commodities sector are staring at a structural disconnect right now. Physical gold has established a floor near $4,000 an ounce amid sustained central bank accumulation and escalating geopolitical friction.
Global central banks are aggressively hoarding bullion to diversify away from fiat currency risks, creating a persistent, underlying bid in the physical market. Yet, gold mining equities have suffered a punishing 35% to 45% pullback over the last two quarters.
