The post Copper, nickel and silver lead mining stocks rally as Wall Street fund managers lean overweight appeared on BitcoinEthereumNews.com.

Mining stocks are back on top, and this time, copper, silver, and nickel are dragging them there. Since the beginning of 2025, the MSCI Metals and Mining Index has jumped nearly 90%, crushing semiconductors, banks, and even tech giants. Wall Street fund managers who once ignored these stocks are now going heavy. They’re not doing it for fun. The demand for metals is exploding, and supply can’t keep up. This rally isn’t slowing down. Copper is already up 50% this year. That’s because it’s essential for energy infrastructure, EVs, and AI data centers. But it’s not just copper. Silver, nickel, aluminum, and platinum are all gaining ground too. Even gold is holding strong. Investors are still piling into it as a hedge against what’s happening with U.S. money policy and rising global tensions. Fund managers increase mining exposure despite caution Mining stocks used to be dead weight. Everyone was focused on tech and banks, especially while China’s economy looked shaky. That changed when Beijing started cutting interest rates and pledging economic support. Suddenly, the metals sector didn’t look so bad. Dilin Wu at Pepperstone said, “Mining stocks have quietly gone from a boring defensive sleeve to an essential portfolio anchor, one of the few sectors positioned to catch both changing monetary policy and a shaky geopolitical setup.” What’s interesting is that copper and aluminum don’t follow the economy like they used to. They’ve become long-term bets. That’s why people are buying dips every time prices fall. Europe’s fund managers now have a net 26% overweight in the mining sector. That’s the highest in four years, even if it’s still below the 38% they had back in 2008. M&A heats up as valuations stay cheap Even after the rally, the sector still looks underpriced. The Stoxx 600 Basic Resources Index is…

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Filed under: News - @ January 24, 2026 6:29 pm