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This week's highlights Russia-Ukraine tensions continued to dominate market sentiment last week with most major equity markets ending the week lower. The top equity performers across the ETF market were gold mining funds (GDX and MNRS) and Australian property funds (MVA and SLF). Tech and related thematics dominated the biggest decliners for the week. Cloud computing (CLDD) and crypto-related funds (DIGA and CRYP) were the biggest movers, followed by esports (GAME), biotech (CURE) and fintech (FTEC) funds. Precious metals benefited from risk-off sentiment last week, as well as supply-side concerns linked to Russian mines. ETFS Physical Platinum (ETPMPT) was the overall top-performing ETP for the week, returning 6.6%. Palladium fund ETPMPD returned 6.1%, while gold (GOLD), silver (ETPMAG) and precious metals basket (ETPMPM) funds were all amongst the top performers for the week. Total reported flows into domestically domiciled ETFs were $312m, while outflows totalled $120m. The largest inflows for the week were into the global quality factor fund, followed by ASX 200 tracker IOZ. Global energy ETF (FUEL) saw the largest outflows for the week. VAS was the most traded fund for the week, followed by IOZ. Energy fund FUEL and gold fund GOLD saw above average volumes. ...
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Talk is returning about value investing coming back. This talk comes and goes every 12 months. It is back again now as central banks are threatening to raise interest rates. Value investing is where investors try and buy a dollar for 90 cents. It involves looking for stocks that are cheap given the amount of profit they make. Many famous investors, including Warren Buffett, Benjamin Graham and Mario Gabelli, built their careers on it. Academics have supported it – if somewhat ambiguously. The Unprecedented Outperformance Of Growth Over Value ...