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Oil, Silver and Palladium ETPs see Rising Demand on Improving Growth Sentiment

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11 år sedan

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3 april, 2014

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Oil, Silver and Palladium ETPs see Rising Demand on Improving Growth Sentiment

Long silver and palladium ETPs see over US$41mn of inflows as investors build positions in the more industrially-oriented precious metals.
Inflows into Long WTI ETPs reach 5-month high, totalling US$31mn, as shrinking stockpiles buoy price.
Investors favour diversified agriculture exposure, with sowing season fast approaching.
ETFS Coffee (COFF) ETP sees the 9th consecutive week of outflows on expectations of rain in Brazil.
Profit-taking prompts US$5.1mn out of ETFS Nickel (NICK).

Note: All flow and AUM data in this report are based on ETF Securities ETPs to 27 March 2014 and are denominated in USD unless otherwise indicated. FOR INVESTMENT PROFESSIONAL USE ONLY, NOT FOR PUBLIC DISSEMINATION – PAST PERFORMANCE DOES NOT GUARANTEE RESULTS.

Robust economic data from the US prompted investors to move into more cyclical assets last week, with the more industrially linked precious metals, particularly silver and palladium seeing strong demand. WTI oil also saw rising demand on falling US stocks. The US recovery seems to be regaining its footing, with the weather induced slowdown earlier in 2014 appearing to be an aberration. Palladium has also benefited from continued mine shutdowns in South Africa. Cyclical assets should continue to outperform following this soft patch, with gold still likely to be one of the best hedges against the risk this benign consensus scenario proves wrong.

Long silver and palladium ETPs see over US$41mn of inflows as investors build positions in the more industrially-oriented precious metals. Last week the price of gold fell to its lowest level since the beginning of February as the US dollar strengthened following robust US data and follow-on buying following Yellen’s more hawkish than expected post-FOMC comments. Expectations of a rate hike earlier than originally foreseen also contributed to the negative momentum, prompting US$18mn of outflows from long gold ETPs. While gold and silver correlations remain historically high, silver could decouple if industrial demand rebounds strongly. Both platinum and palladium have benefitted in 2014 from South African miner strikes and potential supply disruptions in Russia on the back of the Crimean crisis. With the strikes now entering their 10th week and over 800,000 ounces (14%of global supply) of platinum production lost, platinum and palladium should be in a good position to benefit from an unexpectedly tight market.

Inflows into Long WTI ETPs reach 5-month high, totalling US$31mn, as shrinking stockpiles buoy price. We expect the WTI-Brent crude spread will continue to narrow as the upcoming US driving season boosts US oil demand, in turn lifting the WTI price while a reduction in the geopolitical risk premium puts downward pressure on Brent.

Investors favour diversified agriculture exposure, with sowing season fast approaching. ETFS Agriculture (AIGA) and ETFS Grains (AIGG) received combined inflows for US$11.7mn last week, the largest in almost a year. Drought and irregular weather patterns have sent the price of grains and soft commodities higher this year. In recent weeks meteorologists have raised the probability of an El Niño event taking place later this year. El Niño has the reputation for being a powerful catalyst to driving weather extremes such as floods and droughts in different parts of the world, in turn impacting crop production.

ETFS Coffee (COFF) ETP sees the 9th consecutive week of outflows on expectations of rain in Brazil. COFF has seen over US$100mn of outflows over the past 9 weeks, as rains aided drought parched coffee crop growth. The Arabica coffee price plummeted to the lowest level in almost a month last week, as more precipitation is expected in Brazil over the next few days. Although the damage to this year’s crop in Brazil could lead to a supply deficit, the stock overhang from last year’s bumper harvest is ample.

Profit-taking prompts US$5.1mn out of ETFS Nickel (NICK). Nickel price has jumped almost 9% over the past month on Indonesia’s ore export ban and fears of trade sanctions to be imposed against Russia. With Russia and Indonesia accounting for over 34% of nickel concentrate production, supply disruptions are likely to continue to support the nickel price.

Key events to watch this week. This week the focus will likely be on the ECB rate decision, although most analysts expect the central bank to leave monetary policy unchanged. A number of manufacturing PMIs will also be released this week, with China and the US likely to be watched carefully. US non-farm payrolls will conclude the week and will be fundamental to assess the timing of the Fed tapering and rate hike.

Important Information General

This communication has been provided by ETF Securities (UK) Limited (”ETFS UK”) which is authorised and regulated by the United Kingdom Financial Conduct Authority.

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UK looking to lift the retail ban on crypto ETPs

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13 timmar sedan

den

16 juni, 2025

Redaktionen

The UK is shaking up crypto. This month, the Financial Conduct Authority (FCA) proposed lifting its ban on crypto exchange-traded notes for retail investors, a positive step in a global race to regulate digital assets and provide consumer protection.

Key metrics show Bitcoin’s rally isn’t over

Bitcoin is above $100K, and key indicators suggest a growing momentum and a potential for further upside. The Bitcoin Fear & Greed Index sits at 62, reflecting a sentiment that remains near neutral. This lack of extreme greed suggests that the rally may still have room to run in the near term.

Apple wants to enter Circle’s orbit. Why are stablecoins the tech world’s new darling?

Stablecoin issuer Circle made a blockbuster debut on the New York Stock Exchange earlier this month. Now, tech giants like Apple, Meta, and Google are reportedly exploring stablecoin integrations, marking another major step toward merging digital assets with mainstream technology.

Research Newsletter

Each week the 21Shares Research team will publish our data-driven insights into the crypto asset world through this newsletter. Please direct any comments, questions, and words of feedback to research@21shares.com

Disclaimer

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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14 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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21Shares noterarar fem nya krypto-ETPer Nasdaq Stockholm

Publicerad

15 timmar sedan

den

16 juni, 2025

Redaktionen

21Shares AG, en av världens största utgivare av kryptovaluta-ETP:er, tillkännagav idag korsnoteringen av ytterligare fem nya krypto-ETPer på Nasdaq Stockholm, vilket ytterligare förstärker sin närvaro i Norden och förstärker sitt engagemang för att investerare reglerad, transparent och enkel tillgång till digitala tillgångar.

De nyligen listade produkterna inkluderar:

Dessa produkter utökar en befintlig serie av 21Shares-produkter som redan finns tillgängliga på Nasdaq Stockholm: 21Shares Bitcoin ETP (ABTC), 21Shares Ethereum ETP (AETH), 21Shares Solana ETP (ASOL), 21Shares XRP ETP (AXRP) och 21Shares Bitcoin Core ETP (CBTC).

”Vår fortsatta expansion i Norden återspeglar den ökade efterfrågan från både privata och institutionella investerare på diversifierad och kostnadseffektiv kryptoexponering”, säger Mandy Chiu, chef för finansiell produktutveckling på 21Shares. ”Genom att erbjuda ett bredare urval av krypto-ETP:er med enskilda tillgångar och tematiska värdepapper ger vi investerare möjlighet att bygga mer anpassade och motståndskraftiga portföljer genom en välbekant börsmiljö.”

”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.

Med denna utökning erbjuder 21Shares nu 10 ETPer på Nasdaq Stockholm, som omfattar large-cap-kryptovalutor, innovativa indexstrategier och staking-aktiverade produkter. Alla produkter är fullt säkrade och handlas i ett reglerat, likvidt format, vilket ger en enkel inkörsport till digitala tillgångar utan behov av att hantera plånböcker eller förvaring direkt. Med årliga avgifter från 0,21 % till 2,50 % är dessa produkter några av de mest kostnadseffektiva på marknaden.

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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