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This week's highlights Precious metal silver, gold miners and oil posted strong gains last week as markets remained near all time highs. ETFS Physical Silver (ETPMAG) was the best performer over the week up 7.3%. BetaShares Global Gold Miners ETF (Hedged) (MNRS) surged 5.9% and BetaShares Crude Oil Index ETF - Ccy Hedged (OOO) was also up 5.3%. The Aussie dollar continued to strengthen and broke through US 76 cents. BetaShares Strong US Dollar Hedge Fund (YANK) was one of the worst performers down 2.9%. Australian domiciled products maintained strong inflows of A$206m over the week. Global equity products saw most of the inflows as investors steered away from cash products. VanEck Vectors MSCI World Ex-Australia Quality ETF (QUAL) had A$42m of inflows for the week and BetaShares Australian High Interest Cash ETF (AAA) had A$55m of outflows. This year has seen large inflows into ETFS Physical Gold (GOLD) as investors look for diversification and protection amongst a canvas of uncertainty. ETF Securities offers Gold, Silver, Platinum and Palladium physically backed products enabling efficient and cost effective exposure. Gold’s more volatile sibling Silver remains the best YTD performers of the precious metals up 31.5%. ...
This week's highlights ETFS S&P Biotech ETF (CURE) was the top-performing unleveraged fund last week as COVID-19 vaccine rollouts commenced. Domestic resource sector funds (OZR and QRE) were also amongst the top performers. China-related funds CNEW, CETF and IZZ were the poorest performing equity funds, while UK and European funds F100 and ESTX also saw negative weeks. Precious metals declined last week with gold (GOLD), which dropped 1.4%, being the best performer. Platinum fund ETPMPT dropped 6.1% and was the week’s overall poorest performing ETF. Pound sterling fund POU was also amongst the worst performers as Brexit concerns escalated. Total reported flows into domestically domiciled ETFs were $449m, while outflows totalled $26m. Domestic equity funds STW and IOZ saw the biggest inflows for the week, followed by currency hedged S&P 500 fund IHVV and a range of other, mostly equity, funds. Short equity funds BBOZ, BEAR and BBUS saw the bulk of the week’s outflows. VAS was the most traded fund for the week, followed by IOZ and STW. IHVV and FAIR saw above average volumes. ...
India’s star is on the rise with many nations, including Australia, seeking to forge closer trade partnerships. Investors may wonder whether they should consider investing in India and the ways in which to include it in their portfolios. There are a range of options for investors to consider. Why consider India for your investments? Many investors are interested in emerging markets as a diversification strategy in their portfolio, with the Asian region typically attractive. The Asian region has a well-documented growth case in terms of a growing middle-class and economic prospects. Though China is typically front of mind, investors shouldn’t discount other countries, such as India, as valid options. Investors should be aware that India has continued to struggle with COVID-19, however, it is starting to show signs of recovery. India’s future is dominated by three key growth drivers: ...
India’s star is on the rise and if you are considering an emerging markets exposure for your clients’ portfolios, it may be time to revisit India. Global challenges may just be a temporary setback for India, which is forging ahead with growth plans and many nations, including Australia, are seeking to forge closer trade partnerships. Like the broader Asian region is typically attractive to investors in emerging markets, India also benefits from the growth case of a well-documented growing middle-class and economic prospects. Recovering from the global pandemic The COVID-19 pandemic has been significant globally, not just from a health perspective but also economically. India was initially hard-hit, implementing one of the harshest and most extensive lockdowns globally1. Cases appear to have peaked in India in September and there are now signs of economic recovery as seen in indicators such as industrial output and energy consumption2. The Indian government has returned its efforts to the future growth of the nation, with key emphasis on its existing plans for infrastructure. Three key growth drivers A large and diverse nation, both in population and in region, India’s future is dominated by three key growth drivers. ...
This week's highlights Precious metals and resources products were amongst the top performers last week. ETFS Physical Platinum (ETPMPT) was up 11.2% for the week, while ETFS Physical Silver (ETPMAG) was up 4.2%. Resources funds BetaShares S&P/ASX 200 Resources Sector ETF (QRE) and SPDR S&P/ASX 200 Resources Fund (OZR) were also up 5.7% and 5.5% respectively. The poorest performers for the week were infrastructure funds, BetaShares Agricultural ETF - Ccy Hedged (QAG) down 3% and Magellan Infrastructure Fund (Hedged) (MICH) down 1.7%. Reported inflows into domestically domiciled ETFs were high at over AU$1.1bn. Outflows totalled AU$145m. Vanguard Australian Shares Index ETF (VAS) and iShares Government Inflation ETF (ILB) had the largest inflows, while the largest outflows were seen in iShares S&P/ASX 200 ETF (IOZ). Expectedly VAS and STW were the most traded names over the week. ...
This week's highlights Energy and resources companies performed strongly last week on the back of higher commodity prices. Oil fund OOO and global energy fund FUEL were the week’s top-performing ETFs. ETFS Battery Tech & Lithium ETF (ACDC), which includes exposure to lithium miners, was also amongst the top performers along with Australian resources sector funds, OZR, QRE and MVR. Precious metals funds and global gold miners were the week’s poorest performers as gold dipped below US$1,800/oz for the first time since July. Total reported flows into domestically domiciled ETFs were $469m, while outflows totalled $33m. Bearish equity fund BBOZ saw the week’s largest outflows. VAS was the most traded fund for the week, followed by AAA and IOZ. Asian tech fund ASIA saw above average volumes. ...