Gold versus Gold Miners

Presented by

Tim Harvey, CEO, NTree; Danny Dolan, Managing Director, China Post Global UK, Hamad Ebrahim, Head of Research, NTree

About this talk

With the massive Gold rally over the last month, should investors buy the metal or participate in Gold stocks? Tim Harvey discusses the case for Gold versus the Gold BUGS ETF with Danny Dolan, MD of China Post Global (UK) and Hamad Ebrahim, Head of Research at NTree. - Physical gold is now steady over $2000 per ounce. With a rise of 34% over the last year, it is one of 2020’s big stories and is leading many investors to look for ways to gain exposure in their portfolios. - Participating in unhedged gold miners stocks offers investors the opportunity to outperform the spot price of gold in a bull market, as the producers are not locked in to the current prices of the physical asset. This trend may expand due to falling energy prices cutting production costs whilst the geopolitical landscape keeps demand high. - Market Access NYSE Arca Gold BUGS Index UCITS ETF provides a way for investors to cheaply access unhedged gold miner stocks in a UCITS-regulated fund. It is outperforming the growth in the spot price of gold dramatically YTD in the current prolonged bull market.

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NTree’s goal is to educate European investors on the investment opportunities in the Chinese and Commodities markets. As the Chinese economy continues to grow at breakneck pace and China remains at the forefront in innovation in high-tech sectors, the investment case for China is stronger than ever. Meanwhile, world market volatility further highlights the necessity for European investors to consider adding Commodities to their portfolios both for diversification, and for momentum. We believe that both phenomena are inextricably linked, and present unique opportunities to the discerning investor - we intend to support investors in uncovering those opportunities.