Individual Investors

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The ETFS Battery Tech & Lithium ETF (ACDC) was recently rebalanced on Friday 20th May. As part of this rebalance, new index rules were applied to improve liquidity and ESG filters: The equally weighted fund has increased its reconstitution frequency from once per year in November, to now twice per year in May and November. Any company included in the ESG exclusions list will be removed from the Index universe. A liquidity cap has been introduced, replacing the tiered liquidity system. This is to limit potential market impact when ETFs tracking the index rebalance and manage inflows/outflows. ETFs tracking the index cannot collectively own more than 7.5% of a company to prevent governance issues. ...
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Gold can seem like a mysterious asset, but data suggests it has a clear value in a portfolio. Setting the price Gold prices are set by the London Bullion Market Association (LBMA) which also incorporates specific global standards for gold sales and receipt. According to the World Gold Council, there are four broad sets of drivers to indicate gold’s performance1 which vary in their influence at different points in time. Economic expansion: gold is used in jewellery, technology and long-term savings. These are areas that experience a boost in times of economic growth. These are also periods where inflation and interest rates may rise, and gold is traditionally viewed as a hedge against inflation. ...
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