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CEF Insights: ASA - Opportunity In Junior Gold Mining Companies

Seeking Alpha
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3 min read
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⚡ Quantum Brief
Axel Merk, President of Merk Investments, highlighted rising market volatility in March 2026, urging investors to reconsider traditional diversification strategies amid persistent economic uncertainty. Global supply chain disruptions and geopolitical risks are driving renewed interest in precious metals as a hedge, with gold positioned as a critical asset class in unstable markets. Junior gold mining companies present untapped potential, according to Merk, who emphasized their role in long-term portfolio growth despite higher risk compared to established miners. Active management in junior miner funds could outperform passive strategies, as expert selection and timing may mitigate volatility while capitalizing on undervalued exploration projects. The discussion underscored closed-end funds as a vehicle for targeted exposure, blending liquidity with specialized management to navigate the evolving precious metals landscape.
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Closed-End Fund Association1.53K FollowersFollow5ShareSavePlay(9min)CommentsSummaryMarkets are volatile, and investors are rethinking diversification.Axel Merk shares his outlook on global supply shocks, market uncertainty, and the evolving role of precious metals.Hear how active management in junior miners can shape long‑term returns in today’s uncertain market.J Studios/DigitalVision via Getty Images CEFA: Welcome to CEF Insights, your source for closed-end fund information and education, brought to you by the Closed-End Fund Association. Today we are joined by Axel Merk, President and Chief Investment Officer for Merk Investments. MerkThis article was written byClosed-End Fund Association1.53K FollowersFollowThe Closed-End Fund Association (CEFA) is the national trade association representing the closed-end fund industry. A not-for-profit association, CEFA is committed to educating investors about the many benefits of these unique investment products and to providing a resource for information about its members and their offerings.Analyst’s Disclosure: I/we have no stock, option or similar derivative position in any of the companies mentioned, and no plans to initiate any such positions within the next 72 hours. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it. I have no business relationship with any company whose stock is mentioned in this article.This transcription was created from a CEF Insights podcast recorded in March 2026. For more information, please visit cefa.com. This material is not and is not intended as investment advice, an indication of trading intent or holdings or the prediction of investment performance. All fund-specific information is the latest publicly available information. All other information is current as of the date of this presentation. All opinions and forward-looking statements are subject to change at any time. Merk Investments disclaims any responsibility to update such views and/or information. This information is deemed to be from reliable sources; however, Merk Investments does not warrant its completeness or accuracy. This presentation is not intended to, and does not constitute an offer or solicitation to sell or a solicitation of an offer to buy any security, product, investment advice or service (nor shall any security, product, investment advice or service be offered or sold) in any jurisdiction in which Merk Investments is not licensed to conduct business, and/or an offer, solicitation, purchase or a sale would be unavailable or unlawful.Seeking Alpha's Disclosure: Past performance is no guarantee of future results. No recommendation or advice is being given as to whether any investment is suitable for a particular investor. Any views or opinions expressed above may not reflect those of Seeking Alpha as a whole. Seeking Alpha is not a licensed securities dealer, broker or US investment adviser or investment bank. Our analysts are third party authors that include both professional investors and individual investors who may not be licensed or certified by any institute or regulatory body.

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