Gold exposure offers investors an alternative to monetary policy, which is collectively debasing fiat currencies. However, investors are underexposed and missing an opportunity to capture value, particularly through undervalued gold mining equities. Gold stocks offer leverage to the gold price but also to margin expansion potential, from production growth as well as from ore-deposit discovery.
Three Key Take-Aways:
1. Gold acts as a hedge to U.S. dollar weakness.
2. Gold is non-correlated and can act as a portfolio diversifier.
3. Gold mining stocks offer leverage to the gold price.