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This week's highlights Equity markets bounced-back last week, with high-beta plays outperforming. ETFS S&P Biotech ETF (CURE) was the top performing unleveraged fund for the week, adding 9.4%. India (NDIA), Asian technology (AISA), innovation leaders (FANG), esports (ESPO) and battery technology (ACDC) funds were all amongst the top performers. ETFS Ultra Long Nasdaq 100 Hedge Fund (LNAS) was the overall top performing fund, returning 13.0%. Major precious metals declined last week, with gold (GOLD, QAU and PMGOLD) ending the week lower. Silver (ETPMAG) also ended the week down, having been more than 8% higher in Reddit-inspired trading earlier in the week. Platinum (ETPMPT) and palladium (ETPMPD) both posted modest gains, while oil fund OOO gained 8.9%. Total reported flows into domestically domiciled ETFs were $318m, while outflows totalled $143m. Silver fund ETPMAG saw the week’s biggest inflows, followed by a range of equity funds including IOZ, IHVV, QUAL and NDQ. Domestic equity fund A200 saw the biggest outflows for the week. IOZ was the most traded fund for the week, followed by IHVV and VAS. IHVV and ETPMAG saw above average volumes. ...
Demand for silver skyrocketed this week, off the back of the latest campaign from Reddit’s r/wallstreetbets group. Investors may wonder what’s beyond the frenzy and whether the Reddit campaign has unexpected substance to it. Download the complete article here The Reddit Story Following a bid to counter short-selling of GameStop, r/wallstreetbets turned its collective eyes to silver. With the claim from some segments within the Reddit group that silver prices were being held artificially low by bank and hedge fund manipulation and short-selling, amateur investors piled in to purchase silver ETFs and mining companies in a bid to push prices up. ...
This week's highlights Major equity markets sold off last week on valuation concerns and Reddit-inspired short squeeze mania. Top performing equity funds were all short plays; SNAS, BBUS, BBOZ and BEAR. At the other end, Australian resources ETFs (MVR, QRE and OZR) were the poorest performers amongst non-leveraged funds. Battery technology (ACDC), energy (FUEL) and Asia tech (ASIA) were also all in negative territory. Precious metals had a strong week. Silver (ETPMAG) was the top performer across the market following Reddit-led buying across physical and ETF markets globally. Gold (GOLD), platinum (ETPMPT) and diversified precious metals basket (ETPMPM) funds were all amongst the week’s top performers. Leveraged US dollar fund YANK and pound sterling fund POU also posted strong weeks. Total reported flows into domestically domiciled ETFs were $680m, while outflows totalled $21m. Domestic equity fund VAS saw the biggest inflows, followed by a range of global equity funds including VGS, VDHG, VGAD and VGE. Cash fund AAA saw the bulk of the week’s outflows. VAS was the most traded fund for the week, followed by STW and BBOZ. VGS saw above average volumes. ...
This week's highlights Technology and Asia focused ETFs dominated the list of top performers in a strong week for equity funds across the board. ETFS Ultra Long Nasdaq 100 Hedge Fund (LNAS) returned 10.2%, while ETFS FANG+ ETF (FANG), ASIA, IZZ and ATEC were all amongst the top performers for the week. Bearish funds (SNAS, BBUS and BBOZ) were the biggest decliners for the week, while global sector funds such as financials (BNKS), energy (FUEL) and infrastructure (MICH and VBLD) also posted negative weeks. Precious metals had a quiet week with gold (GOLD) adding 0.5%. Palladium (ETPMPD), which dropped by 3.1%, was the biggest mover for the week. Total reported flows into domestically domiciled ETFs were $242m, while outflows totalled just $2m. Domestic sustainability fund FAIR saw the biggest inflows for the week, followed by a range of global equity funds including QUAL, ASIA and ACDC. VAS was the most traded fund for the week, followed by STW and IOZ. ASIA saw above average volumes. ...
Investors may be feeling a cautious sense of optimism as we enter 2021 with global vaccine rollouts. Last year, technology companies and commodities were investment winners, so what will 2021 hold for investment markets? There are three trends we see influencing ETF investments in 2021: the movement to value, thematic investing and short & leveraged investing. Download the complete paper here Movement to value As news of vaccines hit markets in late 2020, investors started to shift their approach away from a pure growth focus and towards value investments such as banks and industrials. ...
Investing may look a bit different in 2021 as the year starts with cautious optimism and global vaccine rollouts. The investment winners in the year of the pandemic were technology companies, but what lies ahead this year for your clients? Portfolios will be guided by five trends this year: economic drivers such as recovery from COVID-19 and low global interest rates, along with trends like the movement to value, thematic investing and short & leveraged investing. Download the full whitepaper Global economic recovery from COVID-19 We now have approved vaccines being rolled out in the US and UK, along with planned pipelines for the rest of the globe, but investors shouldn’t assume an instant return to normal. It takes time to vaccinate a population and many countries are still battling severe outbreaks. ...