Individual Investors

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With interest rates set to rise this year, investors are steeling themselves for an overdue bear market. Threatened with higher discount rates as inflation rises, investors are wondering if they should reposition their portfolios this year. Semiconductors Have Outperformed Source: S&P Global. Three-year price return data as of 7 February. Semiconductors could continue providing above-average earnings growth thanks to supportive megatrends, especially the electronification of transport. At the time of writing, semiconductor valuations are in line with market averages. Meaning they are currently offering above-average earnings growth for an average price. ...
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After our recent webinar introducing our ETFS Semiconductor ETF (ASX Code: SEMI), we received many questions from investors around the fund, and below are the answers to these burning questions. Are Chinese companies included or excluded? Chinese companies are excluded from the SEMI ETF. At this stage, Chinese semiconductor technology lags developed markets, Korea, and Taiwan by many years. The Chinese government is aware of this and has begun subsidising its local semiconductor industry. There has been some suggestion that Taiwanese companies may be acquired by Chinese companies to speed up their technology growth. At this point of the cycle, is it better to be in chip manufacturing equipment (eg ASML, Lam Res) than chip manufacturing? What is the likelihood of the nanochip becoming a significant disruptor of the traditional semiconductor industry? ...