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This week's highlights Equity markets mostly declined last week, with second-wave fears and cautious Fed comments halting the rally. Bearish funds (BBUS, BBOZ and BEAR) were amongst the top performers, while technology-related companies in China (CNEW) and the US (FANG) outperformed. Global energy companies (FUEL), banks (BNKS) and US small-and mid-cap companies (IJR and IJH) were amongst the poorest performers. Precious metals all rallied strongly last week. GOLD returned 5.1% for the week, while the diversified ETFS Physical Precious Metals Basket (ETPMPM) returned 3.8%. Gold miner (GDX) was also amongst the top performers. Oil declined, with OOO returning -7.8%. Total flows into domestically domiciled ETFs were $285m, while outflows totalled just $14m. Domestic cash fund AAA saw the biggest inflows for the week, followed by IOZ. Consumer staples fund IXI saw the largest outflows. Bearish fund BBOZ was the most traded fund for the week, followed by domestic equity fund VAS. GOLD and OOO saw above average volumes. ...
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This week's highlights Bullish sentiment continued last week as most major equity indexes ended the week up. Global Banks surged and oil continued to rally on the back of extended output cuts. Among the top performers for the week were BetaShares Global Banks ETF (Hedged) (BNKS) up 14% and BetaShares Crude Oil Index ETF - Ccy Hedged (OOO) up 10.1%. Geared US Dollar currency ETFs, miners and precious metals were amongst the worst performers. BetaShares Strong US Dollar Hedge Fund (YANK) was down -10.7% and VanEck Vectors Gold Miners ETF (GDX) was down -9.6%. Flows for the week were mostly seen across Cash and Core exposure ETFs. iShares Core Cash ETF (BILL) had A$43.1m of inflows and iShares CORE Composite Bond ETF (IAF) had A$21.3m of inflows. Outflows were highest across iShares S&P 500 AUD Hedged (IHVV) and iShares Global Consumer Staples ETF (IXI) Chinese Equity, Technology and precious metals remain the best performers YTD. ...
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Battery technology investments could be the answer for clients with an interest in the environment and a desire to incorporate this within their portfolios. Renewable energy and electric cars are set to take over fossil fuels as a source of energy in coming decades, but to do so, battery technology and storage will be critical. Renewables and battery technology Renewable energy, namely solar and wind power, are intermittent power sources. To rely on these is to require reliable energy storage in the form of batteries. Likewise, electric cars are completely dependent on battery storage to operate. The South Australian Hornsdale Power Reserve is the largest example in the world of battery storage for renewable energy, making Australia one of the leaders (surprisingly, given our coal industry) in transformation. Wind and solar energy are forecast to supply around 48% of world electricity needs by 2050, with battery technology, gas peakers (turbines or engines that burn natural gas) and dynamic demand anticipated to drive market penetration of solar and wind by more than 80% according to BloombergNEF[1] . To accommodate this growth, utility scale battery energy storage capacity is expected to more than double by 2022, while the market for battery technology is anticipated to reach $90bn by 2025, gr