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

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12 år sedan

den

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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iShares Space Technologies UCITS ETF investera bortom jorden

Publicerad

46 minuter sedan

den

12 juni, 2026

Redaktionen

iShares Space Technologies UCITS ETF

Ticker: STAR, ST4R (Kortnamn kan variera beroende på lokala noteringar)

TER: 0,50 %

ISIN: IE000A9G9R73

Jämförelseindex: STOXX Global Space Satellites and Drones Index

Rymdindustrin befinner sig i en brytpunkt, då tillgången till rymdindustrin skiftar från rent statligt ledda program till en bredare blandning av myndigheter och välkapitaliserade offentliga och privata aktörer.

iShares Space Technologies UCITS ETF (ST4R) fångar hela värdekedjan i denna expanderande rymdekonomi, inklusive snabbare börsintroduktioner, från uppskjutningsleverantörer och återanvändbara tekniker som sänker kostnaden för tillgång till omloppsbana, till satellitoperatörer och de efterföljande tillämpningar som är beroende av rymdbaserad infrastruktur.

Varför ST4R?

Ren tematisk exponering

ST4R investerar i företag som genererar minst 25 % av intäkterna från rymd-, drönar- eller satellitverksamhet, vilket säkerställer en tydlig tematisk anpassning*.

Positionera investeringar i centrum för Artemis-erans ekosystem

ST4R fångar upp företag som drar nytta av den expanderande rymdekonomin, understödd av statliga program, försvarsutgifter och accelererande privata investeringar*.

Snabbspår för ledare

Indexet inkluderar ett snabbspår för börsintroduktion, vilket gör det möjligt att lägga till kvalificerade företag genom ad hoc- eller extraordinära ombalanseringar efter notering.

Handla ST4R ETF

iShares Space Technologies UCITS ETF är en europeisk börshandlad fond. Denna fond handlas på flera olika börser, till exempel Deutsche Boerse Xetra.

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

HÄMTA FONDINFORMATION >

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JIPD ETF delar ut månadsvis

Publicerad

2 timmar sedan

den

12 juni, 2026

Redaktionen

JPM US Equity Premium Income Active UCITS ETF EUR Dist (JIPD ETF) med ISIN IE000RE0SQM6, är en aktivt förvaltad börshandlad fond (ETF). Delfondens mål är att generera inkomst och långsiktig kapitaltillväxt. Delfonden strävar efter att

(i) investera i en portfölj av aktier som huvudsakligen består av företag som har sitt säte i, eller bedriver huvuddelen av sin ekonomiska verksamhet i, USA, och
(ii) sälja aktieköpoptioner och/eller aktieindexköpoptioner för att generera inkomst genom tillhörande utdelningar och optionspremier.

Den börshandlade fondens totala kostnadskvot (TER) uppgår till 0,35 % per år. Utdelningarna i ETFen delas ut till andelsägarna månadsvis.

JPM US Equity Premium Income Active UCITS ETF EUR Dist är en mycket liten ETF med 25 miljon euro i förvaltat kapital. ETFen lanserades den 6 november 2025 och har sitt säte i Irland. Denna ETF använder sig av fysisk replikering. Den börshandlade fonden använder sig av fysisk replikering.

Handla JIPD ETF

JPM US Equity Premium Income Active UCITS ETF EUR Dist (JIPD ETF) är en europeisk börshandlad fond. Denna fond handlas på flera olika börser, till exempel Deutsche Boerse Xetra.

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

Börsnoteringar

Börs	Valuta	Kortnamn
Xetra	EUR	JIPD
Borsa Italiana S.P.A.	EUR	JIPD

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Quantum computers can’t break bitcoin. Yet.

Publicerad

3 timmar sedan

den

12 juni, 2026

Redaktionen

21Shares have published a new report examining what the quantum threat actually looks like for digital assets, including the timeline, the potential exposure, the prep required, and what this all might mean for asset allocators.

The exposure is larger than most appreciate. Between 4 million and 6.9 million bitcoin have permanently visible account numbers, aka public addresses and public keys, making them vulnerable to a quantum attack. Nearly every active Ethereum account and every Solana account face the same structural exposure.

The timeline shifted in March. On March 31, Google’s quantum team, alongside researchers from the Ethereum Foundation and Stanford, published findings showing the computing power needed to break this encryption is around 20x lower than the field previously believed.

You can’t prepare adequately for a quantum break if you determine that one is six months or a year ahead. You have to act before there’s a real perceived risk – but by definition that means sounding the alarm ’too early’.

The good news is that network preparation is further along than most investors realize. Bitcoin took its first step in Feb 2026 with the merger of BIP-360, a quantum-resistant address proposal. Ethereum has working code and ten independent teams building toward network migration. Solana has a path most observers have missed entirely.

The window is narrowing, but it hasn’t closed. Download full report

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Each month 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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