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Materials are often viewed as a sleepy, cyclical corner of the market, but the artificial intelligence (AI) buildout is adding vim and vigor to the sector.
Sprott Critical Materials ETF has diversified, market-adapted exposure to global critical materials, with a current focus on copper, uranium, silver, and lithium. I see strong momentum in copper and silver, attractive valuation in lithium, but an overvaluation in uranium, leading to a strategic HOLD rating. SETM's annualized volatility is high (46%), as sector correlations amplify risk despite diversification;
It's not hard to see why investing in rare-earth metals is a long-term investment theme. Rare-earth metals are 17 metallic elements with unusual magnetic, optical, and conductive properties that make them indispensable to modern technology, including:
NEW YORK, July 08, 2026 (GLOBE NEWSWIRE) -- Sprott Asset Management USA, Inc., a wholly-owned subsidiary of Sprott Inc., today announced that the Nasdaq indexes tracked by several of its ETFs will add rebalances in September and March beginning September 21, 2026. The indexes will be rebalanced on a quarterly basis in March, June, September and December, with the semi-annual index reconstitution coinciding with the June and December rebalances.
China's October 2025 expansion of rare earth export controls continues to ripple through equity markets eight months later.
A friend forwards you a screenshot of an ETF chart with a number on it, and the number is 103%.
Given how geopolitical risks and energy prices have rattled markets over the past few months, broad commodity allocations have offered an increasingly attractive value proposition as of late.
New AdvizorPro data shows RIAs broadened their ETF lineups in Q1 2026, leaning into real assets, active managers, and defense strategies.
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Transcripts source: company-published earnings calls. Speaker attribution and formatting are processed in-app.