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Investors appear to rotate from gold to silver ETPs

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7 år sedan

den

30 maj, 2018

Redaktionen

ETF Securities Weekly Flows Analysis – Investors appear to rotate from gold to silver ETPs

Highlights

Silver ETPs receive highest weekly inflows since January 2015.
Equity contrarians looking to buy Italian ETFs.
Long crude oil ETPs saw US$45mn outflows as WTI oil declined the most in 10 weeks.

Silver ETPs receive highest weekly inflows since January 2015. Silver’s underperformance relative to gold has been correcting in recent weeks. The gold-to-silver ratio has declined to 78 on 25th May from a 2-year high of 82 reached in April. While gold remains under pressure from a rising interest rate environment in the US, silver has the potential to leverage off its industrial’s traits. With global purchasing managers indices seeing improvement in the start Q2, the outlook for industrial demand for silver is looking good. Silver had been in a supply deficit in since 2013 and the lack of capital expenditure in mines in recent years its likely to see that supply deficit persist. Growing demand from electronics (in particular in cars) and photovoltaics bodes well for the metal. Long silver ETPs saw US$97.3mn of inflows last week. Gold ETPs on the other hand saw outflows. Despite gold seeing gains toward the end of the week after the US-North Korea-South Korea summit experienced further turbulence, gold ETPs saw US$63.5mn outflows during the week as gold prices were predominantly falling.

Equity contrarians looking to buy Italian ETFs. The forming of an all-populist coalition government in Italy spooked the market and the FTSE MIB declined a good 4.5% last week. Prior to the events that caused further turmoil over the weekend, ETF investors appear to have sensed a buying opportunity. US$8.2mn of inflows into long FTSE MIB ETFs were the highest since July 2016.

Sugar ETPs saw largest outflows since July 2015 as investors appear to take profit. Sugar prices rose 7% last week as the market reassessed the extent of global over-supply. After a bumper cane crop (and strong crush thereafter), the market was conditioned to think that India would flood the market with high levels of exports. But it appears that India is happy to hold a larger inventory this year. At the same time, less favourable weather is likely to reduce supplies from Brazil and relatively strong oil prices are likely to see a higher amount of cane be diverted to ethanol production rather than sugar. Long sugar ETPs saw US$8.5mn of outflows last week as investors appeared to take profit on the recent price increase.

Investors appear to profit-take on industrial metals. Broad industrial metal prices have risen 1.5% after in the past month, after a period of decline. Investors appear to have taken profit on these moves. US$16.6mn of outflows last week were the highest in eight weeks. While the fundamentals on industrial metals remain supportive, near-term headwinds from an appreciating US Dollar could cap price gains.

Long crude oil ETPs saw US$45mn outflows as WTI oil declined the most in 10 weeks. WTI oil prices fell 5% last week as OPEC and Russia signalled they are ready to increase supply. It is not clear by how much they will increase production or to what extent the 14 member group (and 10 non-OPEC countries participating in the voluntary production adjustments) even agree with reducing production curbs. We expect more clarity after the 174th OPEC meeting scheduled on 22nd June.

Important Information

This communication has been issued and approved for the purpose of section 21 of the Financial Services and Markets Act 2000 by ETF Securities (UK) Limited (“ETFS UK”) which is authorised and regulated by the United Kingdom Financial Conduct Authority (the “FCA”).

The information contained in this communication is for your general information only and is neither an offer for sale nor a solicitation of an offer to buy securities. This communication should not be used as the basis for any investment decision. Historical performance is not an indication of future performance and any investments may go down in value.

This document is not, and under no circumstances is to be construed as, an advertisement or any other step in furtherance of a public offering of shares or securities in the United States or any province or territory thereof. Neither this document nor any copy hereof should be taken, transmitted or distributed (directly or indirectly) into the United States.

This communication may contain independent market commentary prepared by ETFS UK based on publicly available information. Although ETFS UK endeavours to ensure the accuracy of the content in this communication, ETFS UK does not warrant or guarantee its accuracy or correctness. Any third party data providers used to source the information in this communication make no warranties or representation of any kind relating to such data. Where ETFS UK has expressed its own opinions related to product or market activity, these views may change. Neither ETFS UK, nor any affiliate, nor any of their respective officers, directors, partners, or employees accepts any liability whatsoever for any direct or consequential loss arising from any use of this publication or its contents.

Liknande ämnen:ETF Securities ETPs Gold Silver

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UK looking to lift the retail ban on crypto ETPs

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The information provided does not constitute a prospectus or other offering material and does not contain or constitute an offer to sell or a solicitation of any offer to buy securities in any jurisdiction. Some of the information published herein may contain forward-looking statements. Readers are cautioned that any such forward-looking statements are not guarantees of future performance and involve risks and uncertainties and that actual results may differ materially from those in the forward-looking statements as a result of various factors. The information contained herein may not be considered as economic, legal, tax or other advice and users are cautioned to base investment decisions or other decisions solely on the content hereof.

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AMEM ETF, de ledande aktierna från tillväxtmarknaderna i en enda transaktion

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5 timmar sedan

den

16 juni, 2025

Redaktionen

Amundi MSCI Emerging Markets UCITS ETF EUR (C) (AMEM ETF) med ISIN LU1681045370, försöker följa MSCI Emerging Markets-index. MSCI Emerging Markets-index spårar aktier från tillväxtmarknader över hela världen.

Den börshandlade fondens TER (total cost ratio) uppgår till 0,20 % p.a. ETFen replikerar det underliggande indexets prestanda syntetiskt med en swap. Utdelningarna i ETFen ackumuleras och återinvesteras.

Amundi MSCI Emerging Markets UCITS ETF EUR (C) är en mycket stor ETF med tillgångar på 2 330 miljoner euro under förvaltning. Denna ETF lanserades den 30 november 2010 och har sin hemvist i Luxemburg.

Investeringsmål

Amundi MSCI Emerging Markets UCITS ETF EUR (C) försöker replikera utvecklingen av MSCI Emerging Markets Index så nära som möjligt, oavsett om trenden är stigande eller fallande. Denna ETF, nettoutdelning återinvesterad (nettoavkastning), beräknad i US-dollar och omvandlad till euro, gör det möjligt för investerare att dra nytta av en exponering mot de ledande aktierna från tillväxtmarknaderna för aktier, med en enda transaktion.

Handla AMEM ETF

Amundi MSCI Emerging Markets UCITS ETF EUR (C) (AMEM ETF) är en europeisk börshandlad fond. Denna fond handlas på flera olika börser, till exempel Deutsche Boerse Xetra och Euronext Paris.

Det betyder att det går att handla andelar i denna ETF genom de flesta svenska banker och Internetmäklare, till exempel DEGIRO, Nordnet, Aktieinvest och Avanza.

Börsnoteringar

Börs	Valuta	Kortnamn
gettex	EUR	AMEM
Stuttgart Stock Exchange	EUR	AMEM
Borsa Italiana	EUR	AEEM
Euronext Paris	EUR	AEEM
SIX Swiss Exchange	EUR	AEEM
XETRA	EUR	AMEM

Största innehav

Denna fond använder syntetisk replikering för att spåra indexets prestanda.

Namn	Valuta	Vikt %	Sektor
TAIWAN SEMICONDUCTOR MANUFAC	TWD	10.23 %	Informationsteknologi
TENCENT HOLDINGS LTD	HKD	4.14 %	Kommunikationstjänster
SAMSUNG ELECTRONIC CO LTD	KRW	3.92 %	Informationsteknologi
ALIBABA GROUP HOLDING LTD	HKD	1.89 %	Sällanköpsvaror
RELIANCE INDUSTRIES LTD	INR	1.50 %	Energi
SK HYNIX INC	KRW	1.22 %	Informationsteknologi
HON HAI PRECISION INDUSTRY	TWD	1.11 %	Informationsteknologi
PDD HOLDINGS INC	USD	1.07 %	Kommunikationstjänster
ICICI BANK LTD	INR	1.00 %	Finans
MEITUAN-CLASS B	HKD	0.97 %	Sällanköpsvaror

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Publicerad

6 timmar sedan

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16 juni, 2025

Redaktionen

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De nyligen listade produkterna inkluderar:

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”Vi är glada att välkomna utökningen av 21Shares produktsvit på Nasdaq Stockholm. Dessa nyligen noterade ETPer återspeglar den typ av innovation som formar framtiden för finansmarknaderna. I takt med att ETP-marknaden fortsätter att växa är vi fortsatt engagerade i att modernisera tillgången till investeringsmöjligheter och stödja större transparens”, säger Helena Wedin, chef för Nasdaq & ETP.

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Med noteringar över hela Europa, inklusive Euronext Paris, Euronext Amsterdam, London Stock Exchange och SIX Swiss Exchange, är 21Shares den största och mest diversifierade krypto-ETP-leverantören i regionen.

För mer information om 21Shares fullständiga produktvit, besök www.21shares.com.

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