E159 – China’s Reopening Shifts Focus to Emerging Markets
Manage episode 352966289 series 2769149
After a strong run, the U.S. dollar rally is fading as emerging-markets and gold stage respective comebacks after slumping through 2022. In today’s episode, portfolio managers Chris McHaney, Alfred Lee, and your host, McKenzie Box, discuss how investors can hedge currency positions to take advantage of these shifts. They also dive into whether direct exposure to gold or gold-mining equities is the better way to capitalize on the metal’s bullish outlook. Read the full episode summary.
Mckenzie Box is Vice-President of Product and Strategy at BMO Global Asset Management. She is joined on the podcast by Alfred Lee and Chris McHaney, Portfolio Managers and ETF Specialists at BMO Global Asset Management. The episode was recorded live on January 18, 2023.
ETFs mentioned in the podcast:
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