
Why gold, why now? Inside the new MGEG.
Where does gold fit in a portfolio? Rajan Bansi joins guest host Prerna Mathews to unpack why gold is back in focus, its role as a monetary asset and portfolio diversifier, and the trade-offs advisors face when adding it to an already invested portfolio.
Then, Prerna and Rajan explore how MGEG combines global equity exposure with a systematic gold futures overlay. They also discuss how gold differs from gold-mining equities and what advisors should understand about the fund's derivatives structure.
This episode was recorded on October 2nd, 2026.
The skinny
The skinny isn't ready yet — notes appear once the transcript is processed.