In this deep-dive episode, we explore the glittering world of gold bullion. They discuss notable trends, including the macroeconomic backdrop and push for de-dollarization, provide a use case for portfolio construction and introduce new BMO ETFs for Physical Gold.

The episode was recorded live on Wednesday, March 13, 2024.

ETFs mentioned in the podcast:

BMO Junior Gold Index ETF (Ticker: ZJG)

BMO Equal Weight Global Gold Index ETF (Ticker: ZGD)

BMO Gold Bullion ETF (Ticker: ZGLD)

BMO Gold Bullion Hedged to CAD ETF (Ticker: ZGLH)

BMO Gold Bullion ETF (USD Units) (Ticker: ZGLD.U)

Investing in Gold with BMO ETFs| Read the Whitepaper

Click here for LBMA Standards.

Go to the World Gold Council.

Contango: A condition in the term structure of a futures curve where distant delivery prices for futures exceed spot prices. An upward sloping term structure is said to be in “contango” and implies prices are expected to rise in the future.

Correlation: A statistical measure of how two securities move in relation to one another. Positive correlation indicates similar movements, up or down together, while negative correlation indicates opposite movements (when one rises, the other falls).

Disclosure:

The viewpoints expressed by the Portfolio Manager represent their assessment of the markets at the time of publication. Those views are subject to change without notice at any time. The information contained herein is not, and should not be construed as, investment, tax or legal advice to any party. Investments should be evaluated relative to the individual’s investment objectives and professional advice should be obtained with respect to any circumstance. Any statement that necessarily depends on future events may be a forward-looking statement. Forward-looking statements are not guarantees of performance.

Any statement that necessarily depends on future events may be a forward-looking statement. Forward-looking statements are not guarantees of performance. They involve risks, uncertainties and assumptions. Although such statements are based on assumptions that are believed to be reasonable, there can be no assurance that actual results will not differ materially from expectations. Investors are cautioned not to rely unduly on any forward-looking statements. In connection with any forward-looking statements, investors should carefully consider the areas of risk described in the most recent prospectus.

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This podcast is for information purposes. The information contained herein is not, and should not be construed as, investment, tax or legal advice to any party. Particular investments and/or trading strategies should be evaluated relative to the individual’s investment objectives and professional advice should be obtained with respect to any circumstance.

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