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This week's highlights Falling commodity prices in the face of weaker Chinese demand pushed the Australian dollar and domestic share market lower last week. YANK, a leveraged play in AUD weakness, was the overall top performing fund across the market. Bearish domestic equity fund BBOZ followed. Domestic resource sector funds QRE and OZR were the poorest performers of the week, dropping by more than 10% in the face of a plummeting iron ore price. Energy (FUEL), gold miners (MNRS) and agriculture sector shares (FOOD) were also amongst the week’s poorest performers. Global healthcare funds HTLH and IXJ, India fund IIND and global quality-factor funds QUAL and QLTY were the best performing long-only equity ETFs for the week. Precious metals were mixed. Gold (GOLD) and silver (ETPMAG), which are heavily influenced by investment flows were strong performers for the week, with GOLD up 3.8%. Palladium (ETPMPD), which is a more purely industrial commodity was amongst the poorest performers, falling 10.2%. Oil fund OOO dropped 9.0%. Total reported flows into domestically domiciled ETFs were $396m, while outflows totalled $106m. Domestic equity fund A200 saw the biggest inflows for the week, followed by global equity fund QUAL. Australian fixed income and cash funds IAF, AAA and PLUS. VAS was the most traded fund for the week, followed by IOZ and VGS. IAF saw above average volumes. ...
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With the announcement that Netflix is moving into video games, the crucial role of the US technology giants known as the FAANNGs – Facebook, Apple, Amazon, Netflix, Nvidia, Google – in supporting gaming is coming under the spotlight. Investors are often surprised to learn how large the video games industry is. According to data from research house IDC, the video games industry now generates more revenue than movies and North American sports combined. What is more: the video games industry is growing faster than film and sport, with help from both covid-19 and the uptake of smartphones. COVID-19 fuels global surge in videogame revenue The FAANNGs are some of the most important companies in the video games industry, forming a surprising large part of their businesses. Below we go through each. ...
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This week's highlights Agriculture fund FOOD was the top performing ETF across the market last week, returning 3.2%, followed by Australian financial sector funds OZF, QFN and MVB. Global robotics thematic fund RBTZ and China funds CETF and CNEW were also amongst the top performers. Asia-focused funds IKO (Korea) and ASIA (tech sector), biotech fund CURE and clean energy fund CLNE were all amongst the poorest performers for the week. Precious metals were mixed last week. Platinum (ETPMPT) was amongst the top performers, up 2.5%, while silver (ETPMAG) dropped 6.6% to be the week’s overall poorest performer. Gold funds QAU and PMGOLD were also amongst the poorest performers. Total reported flows into domestically domiciled ETFs were $603m, while outflows totalled $123m. Cash fund AAA saw the biggest inflows for the week, followed by S&P 500 fund IVV. Australian equity funds A200 and IOZ saw the largest outflows for the week. VAS was the most traded fund for the week, followed by STW and AAA. RARI saw above average volumes. ...