Sentry Investments portfolio managers John Case (left) and Kevin MacLean

Kevin MacLean, portfolio manager for Sentry Precious Metals Fund and a six-time winner of a Brendan Wood International TopGun Investment Minds Award, shared his thoughts on the gold market.

"Gold has a correlation with the U.S. deficit... Even if things go really well (in the U.S.), the growing deficit shows that fiscal stress in the U.S. is going to become quite severe, back to greater than a $1 trillion deficit. That one point alone is hugely bullish for gold. It shows that the fiscal position is not under control at all."

"We’re into that happy backdrop where production is going to fall for seven years, which is, for any commodity, a reason to buy it."

"I think this could easily be a decade rally. I think it will be stronger than 2001-2008, which saw gold quadruple, because the monetary backdrop is vastly stronger."

"I think gold could be, over the next several years, above US$4,000 an ounce. If you’re worried about gold pulling back, yes, it might pull back three seconds after you invest in it, but I wouldn’t worry about it too much."

Click here for the full report: https://sentryarena.com/od/2aaabb3d