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This week's highlights Equity markets were mixed last week with high beta plays retreating from recent gains amid virus resurgences. Technology-related funds (LNAS, NDQ, and FANG) and healthcare funds (CURE and IXJ) underperformed, as did China funds (CNEW, CETF and IZZ). Gold mining ETFs (MNRS and GDX) were the top equity performers for the week. Precious metals funds were the top performers across the board last week as gold neared its all-time highs, peaking above US$1,900/oz. Silver fund ETPMAG returned 15.4%, while platinum fund ETPMPT also posted a double digit weekly return. GOLD added 3.5%. US dollar weakness saw long AUD fund AUDS also amongst the top performers. Total reported flows into domestically domiciled ETFs were $320m, while outflows totalled $68m. Cash fund AAA saw the biggest inflows for the week followed by BBOZ and GOLD. Broad equity funds STW and IVV saw the week’s biggest outflows. BBOZ was the most traded fund for the week, followed by AAA. Nasdaq 100 fund NDQ saw above average volumes. ...
This week's highlights Equity markets were mixed last week with technology stocks taking a breather and other sectors coming to the fore. Agriculture fund FOOD was the week’s top performing ETF, while healthcare funds (DRUG and IXJ) and resources sector funds (OZR and QRE) also performed strongly. China funds (IZZ, CETF and CNEW) and technology-related funds (FANG, ASIA and HACK) were all amongst the week’s poorest performers. Palladium was the week’s best performing precious metal, with ETPMPD returning 3.7%, while gold consolidated recent gains. Total reported flows into domestically domiciled ETFs were $251m, while outflows totalled $65m. Sustainability funds (FAIR and ETHI), GOLD and bearish equity funds (BBOZ and BBUS) saw the biggest inflows for the week. Domestic equity fund STW saw the bulk of the week’s outflows. BBOZ was the most traded fund for the week, followed by VAS. VGS saw above average volumes. ...
This week's highlights Equity markets were mixed last week. Technology stocks and gold miners outperformed, while the Chinese market headed strongly higher. ETFS FANG+ ETF (FANG) was the week’s top performing fund, returning 11.6%. China funds (CNEW, CETF and IZZ) and gold mining funds (MNRS and GDX) were all amongst the top performers. Domestic property funds (MVA, SLF and VAP) were the week’s poorest performers, followed by global energy (FUEL) and domestic bank funds (MVB and QFN). Precious metals advanced, with gold breaching the US$1,800/oz mark during the week. Silver was the top performing metal with ETPMAG returning 3.8%. Total reported flows into domestically domiciled ETFs were $242m, while outflows totalled $263m. Sustainability fund ETHI saw the biggest inflows for the week followed by GOLD. Domestic equity funds (IOZ and STW) and cash fund BILL saw the week’s biggest outflows. BBOZ was the most traded fund for the week, followed by STW. Nasdaq-100 fund NDQ saw above average volumes. ...
This week's highlights Risk-on sentiment returned to equity markets last week. Chinese funds (CETF and CNEW) benefited from optimism of a strong economic recovery in China. Elsewhere, big name domestic and global technology companies (ATEC and FANG) led markets higher, while domestic mid-caps (MVE) also performed strongly. Bearish funds (BBUS, BBOZ and BEAR), Japanese stocks (IJP) and global infrastructure (CORE) were amongst the poorest performing funds for the week. Precious metals were relatively steady, with gold ending the week at US$1,776/oz. Foreign currency funds (YANK, ZUSD, USD and EEU) all declined on the back of a strong AUD rally. Oil fund OOO was amongst the week’s top performers as crude climbed back above US$40/bbl. Total reported flows into domestically domiciled ETFs were $269m, while outflows totalled just $17m. Cash fund AAA saw the biggest inflows for the second week running, followed by BBOZ, A200 and GOLD. Domestic financials (QFN) and property (SLF) sector funds saw the week’s biggest outflows. BBOZ was the most traded fund for the week, followed by VAS. Healthcare fund IXJ saw above average volumes. ...
The COVID-19 crisis has shed a light on how fragile supply chains can be, with essentials from toilet paper to milk vanishing from shelves. The solution could be robotics, automation and AI according to a new paper from ROBO Global, the index provider behind ETFS ROBO Global Robotics and Automation ETF (ASX code: ROBO). Read the article The current pandemic has demonstrated how heavily existing supply chains rely on a human labour force. While many companies, such as Coles, already had plans to incorporate automation, it is likely that the current situation will accelerate this trend. There are five key areas where robotics, automation and AI are likely to transform supply chains. Automated warehouse solutions ...
The COVID-19 pandemic may be accelerating the trend towards using robotics, automation and artificial intelligence to enhance supply chains. Our dependence on human labour forces has been highlighted as we face scarcity of some basic grocery essentials during lockdown periods. ROBO Global, the index provider of ETFS ROBO Global Robotics and Automation ETF (ASX code: ROBO), discusses how robotics, automation and AI are transforming supply chains in a new paper. Read the article Many of the world’s largest companies are already focused on accessing robotics, automation and AI in their supply chains. Amazon is a well-known global example of this, using KIVA robots in their warehouses, while domestically, Coles is partnering with UK online grocer Ocado to use their software and technology for automation. Investors may be less aware of the companies supporting transformation and the specific areas of the supply chain they are set to disrupt. ...