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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. ...
Recorded on the 2nd July 2020. In this webinar, we discussed: What biotechnology is and how it is different from broad healthcare Why investors should look outside Australia to the US How biotechnology is being used to fight COVID-19 ...
This week's highlights Volatility returned to equity markets last week with most markets ending the week in the red. Gold miners benefited from record gold prices, with GDX and MNRS being the top performing ETFs for the week. Bearish US (BBUS) and Australian (BBOZ) funds also performed well. Asian equities had a stronger week, with India ETFs (IIND and NDIA) performing strongly, alongside ASIA and IAA. Global energy (FUEL), US and global high yield equities (ZYUS and INCM) and global banks (BNKS) were all amongst the poorest performers. Silver (ETPMAG) was the top performing commodity fund for the week, following by hedge gold (QAU). Gold continued its advance ending the week at US$1,771/oz, its highest since 2012. Total reported flows into domestically domiciled ETFs were $331m, while outflows totalled just $40m. Cash fund AAA saw the biggest inflows for the week, followed by currency hedged global equities (IHML) and GOLD. Oil fund OOO saw the largest outflows. BBOZ was the most traded fund for the week, followed by AAA. Healthcare fund IXJ saw above average volumes. ...
Technology is not just transforming the way we work and live, it is also saving lives and changing how we treat diseases. The biotechnology industry may be appealing from a social and moral perspective, but it is also trending for future growth. Download the full article What is biotechnology? Biotechnology is a sub-industry of the healthcare sector and specifically refers to technologies that use biological processes, capturing companies that focus on research, development, manufacturing and/or marketing of products based on biological and genetic information. The different types of biotechnology include biological drugs, vaccines, immunotherapy, gene therapy, orphan drugs and genetic engineering. This industry has hit the headlines during the COVID-19 pandemic, with companies like Moderna and Gilead part of the race to find effective vaccines and treatments. ...