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[18 mar 2019 | Kommentarer inaktiverade för Level of debt worries bond investors; majority expects higher risk premiums | ]
Level of debt worries bond investors; majority expects higher risk premiums

Bond investors see high debt levels as the greatest concern for the global economy. More than three-quarters of respondents consider high government debt as a possible trigger of a new recession or market crisis.
This is one of the conclusions of the second Global Fixed Income Study by asset manager Invesco, based on interviews with 145 bond specialists and CIOs in EMEA (Europe, Middle East and Africa), North America and Asia. Together the respondents account for assets under management of $ 14.1 trillion.
A possible new crisis in emerging markets, the Chinese …

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[22 feb 2019 | Kommentarer inaktiverade för Bankfonder klättrar efter Buffetts satsning på finanssektorn | ]
Bankfonder klättrar efter Buffetts satsning på finanssektorn

Bankaktier och branschrelaterade börshandlade fonder steg på aktiemarknaden efter det att det framkommit att att Warren Buffetts Berkshire Hathaway Inc köpt in sig i banker. Att bankfonder klättrar efter Buffetts satsning på finanssektorn beror på Buffetts ökade satsning på finanser. Han har också antytt att det finns möjligheten till ytterligare fusioner och förvärv på marknaden.
Invesco KBW Bank ETF (NASDAQ: KBWB) ökade med 2,3% och First Trust NASDAQ ABA Community Bank Index Fund (NasdaqGM: QABA) avancerade med 2,0%. SPDR S & P Bank ETF (NYSEArca: KBE ) ökade med 2,1%. Under …

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[14 feb 2019 | One Comment | ]
Bankfusion driver upp värdet på bankfond

De regionala bankerna och sektorspecifika ETFerna skakade av sig den bredare marknadens svaghet efter att BB & T (NYSE: BBT) gjort en uppgörelse om att köpa SunTrust Banks Inc. (NYSE: STI). Kombinerat kommer bankerna för att bilda den sjätte största detaljistbanken i USA. Denna bankfusion driver upp värdet på bankfond som till exempel IAT och KRE.
BB & T och SunTrust genomför en fusion som motsvarar den största amerikanska bankfusionen sedan finanskrisen, med ett sammanlagt företagsvärde på 66 miljarder dollar, rapporterar Wall Street Journal. Den nyfusionerade banken kommer att ha cirka …

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[13 nov 2017 | Kommentarer inaktiverade för Oil ETP outflows reach 11-month high as investors take profit | ]
Oil ETP outflows reach 11-month high as investors take profit

Oil ETP outflows reach 11-month high as investors take profit
ETF Securities Weekly Flows Analysis – Oil ETP outflows reach 11-month high as investors take profit

Highlights

Crude oil ETPs saw largest outflow since December 2016 as investors took profit.
Third consecutive week of inflows in gold ETPs, totalling US$181mn over the period.
Largest weekly inflows into robotic themed ETFs see since their inception.
Agricultural ETPs saw largest outflows since July 2017.

Download the complete report (.pdf)
Crude oil ETPs saw largest outflow in since December 2016 as investors took profit on further price gains. Brent crude prices …

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[7 aug 2017 | Kommentarer inaktiverade för Investors rotate into gold out of silver | ]
Investors rotate into gold out of silver

Investors rotate into gold out of silver
ETF Securities Weekly Flows Analysis – Investors rotate into gold out of silver

Investors rotate back to gold, away from silver.
Emerging market bond ETPs see highest inflows since January.
Investors sell oil ETPs as price nears the top of trading range.

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Gold ETPs receive largest inflows since May 2017, while silver ETPs see largest outflows since July 2016. With gold holding its gains last week, investors increased their holding of the metal by US$64.7mn. A small miss in US ISM manufacturing figures and …

Börsen, ETF:er, Headline »

[31 jul 2017 | Kommentarer inaktiverade för Crude rally leads investors to take profit | ]
Crude rally leads investors to take profit

Crude rally leads investors to take profit
ETF Securities Weekly Flows Analysis – Crude rally leads investors to take profit

The 6% rise in crude oil over the last week has led to investors taking profits with outflows of US$53m.
Selling long positions and buying short positions in EUR against the USD has been a continued trend.
Precious metals saw minor inflows of US$19m after a run of outflows.

Download the complete report (.pdf)
The 6% rise in crude oil over the last week has led to investors taking profits with outflows of US$53m. This year …

Börsen, ETF:er, Featured, Headline »

[26 jul 2017 | Kommentarer inaktiverade för Fyra börshandlade fonder med fokus på banker | ]
Fyra börshandlade fonder med fokus på banker

Fyra börshandlade fonder med fokus på banker
Donald Trumps seger i det amerikanska presidentvalet skickade aktiemarknaden till en ny toppnivå. De stora referensindexen nådde rekordnivåer och det kändes åter som det var 1999. Trots att tjurmarknaden går in i sitt sjunde år ser de flesta analytiker fortfarande en potential för 2017, särskilt för finansiella aktier. Vi har valt att titta på fyra börshandlade fonder med fokus på banker som ger en enkel exponering mot denna sektor.
Om president Trump lever upp till sina kampanjlöften, kommer bankerna att se ett tillbakadragande av många …

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[20 jun 2017 | Kommentarer inaktiverade för Declining commodity prices drive a mixture of bargain-hunting and profit-taking | ]
Declining commodity prices drive a mixture of bargain-hunting and profit-taking

Declining commodity prices drive a mixture of bargain-hunting and profit-taking
ETF Securities Weekly Flows Analysis – Declining commodity prices drive a mixture of bargain-hunting and profit-taking

Bargain hunting sees US$79.7mn into long crude oil ETPs, the highest inflows in five weeks.
Third consecutive week of long gold ETP outflows.
Sterling shorts unwind post UK elections.

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Bargain hunting sees US$79.7mn into long crude oil ETPs. Crude oil slipped 3% last week as US inventories withdrawals continue to disappoint. Gasoline stocks increased, bucking seasonal trends. IEA data released last week shows that year-to-date …

Börsen, ETF:er, Featured, Headline »

[3 maj 2017 | Kommentarer inaktiverade för Profit taking in precious metals continues | ]
Profit taking in precious metals continues

Profit taking in precious metals continues
ETF Securities Weekly Flows Analysis – Profit taking in precious metals continues

Profit taking in precious metals continued with outflow in gold totalling US$113m last week.
Crude ETP inflows of US$62m as recent oil price weakness seen as a buying opportunity.
Continued inflows into agri-commodities, potential bargain hunting given recent price weakness.
Bearish EUR positioning after dovish ECB comments.

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Profit taking in Precious Metals continued with gold outflows totalling US$113m last week. Following the first round of the French Presidential elections, the worst case in terms …

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[25 apr 2017 | Kommentarer inaktiverade för Profit taking in precious metals but contrarian inflows into cocoa and oil | ]
Profit taking in precious metals but contrarian inflows into cocoa and oil

Profit taking in precious metals but contrarian inflows into cocoa and oil
ETF Securities Weekly Flows Analysis – Profit taking in precious metals but contrarian inflows into cocoa and oil

Profit taking on precious metals after last week’s strong rally.
Opportunistic inflows into crude oil ETPs as oil prices corrected last week.
8th straight week into cocoa ETPs as spot prices hit a 4-year low USD shorts are building.

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Profit taking in precious metals. With gold almost reaching our target price for the year (US$1,300/oz by mid-year), we saw outflows of …

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[18 apr 2017 | Kommentarer inaktiverade för Short European equities ahead of French elections | ]
Short European equities ahead of French elections

Short European equities ahead of French elections
ETF Securities Weekly Flows Analysis – Short European equities ahead of French elections

Gold ETPs recorded inflows for the second consecutive week as prices head closer to US$1,300/oz.
Oil ETPs continue to see outflows as prices rise back to levels seen at the end of February.
Investors are positioning ahead of the European elections, reducing exposure to the European equities.

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Gold ETPs recorded inflows for the second consecutive week as prices head closer to US$1,300/oz. Following the launch of 59 tomahawks on Syria, markets …

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[14 mar 2017 | Kommentarer inaktiverade för Precious metals outflows continue ahead of this week’s Fed meeting | ]
Precious metals outflows continue ahead of this week’s Fed meeting

Precious metals outflows continue ahead of this week’s Fed meeting
ETF Securities Weekly Flows Analysis – Precious metals outflows continue ahead of this week’s Fed meeting

Second consecutive week of gold selling ahead of March Fed meeting
Strong inflows into Equity ETP products
Opportunistic inflows into Crude Oil as WTI prices fall below US$50
Strong cyclical data continue to support inflows into Industrial Metals
Outflows from Euro and GBP ahead of Dutch Elections and Article 50 vote

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Precious Metals outflows continue ahead of this week’s Fed meeting. For a second straight week Gold …

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[8 mar 2017 | One Comment | ]
VIX and Tax promises lulling equity investors into a false sense of security

VIX and Tax promises lulling equity investors into a false sense of security
Equity Research – VIX and Tax promises lulling equity investors into a false sense of security
Summary
US equities have started the year in an amazingly tranquil way. Under such calm, the Dow and S&P500 have reached record levels. Consensus is optimistic, expecting corporate earnings growth of 21% this year, while the VIX is exceptionally low.
However, other indicators do not share such a placid view of the world. For example, government bond yields have remained low, indicating that risk appetite …

ETF marknaden, Featured, Flöden och utveckling, Headline »

[17 jan 2017 | Kommentarer inaktiverade för Commodity rally drives a mixture of profit-taking and position building | ]
Commodity rally drives a mixture of profit-taking and position building

Commodity rally drives a mixture of profit-taking and position building
ETF Securities Weekly Flows Analysis – Commodity rally drives a mixture of profit-taking and position building

Crude oil, industrial metal and gold ETPs see inflows as the price rally draws in investors.
Palladium ETPs see profit taking after a very strong rally.
Inflows into short European equity ETPs the highest since July 2016.

Download the complete report (.pdf)
First inflows into crude oil ETPs since November 2016 as investors encouraged by Saudi Arabia adhering to quota. There were US$44.2mn of inflows into long crude oil ETPs …

Börsen, ETF:er, Featured, Headline »

[13 dec 2016 | Kommentarer inaktiverade för Investors bullish on the US Dollar, ahead of the FOMC | ]
Investors bullish on the US Dollar, ahead of the FOMC

Investors bullish on the US Dollar, ahead of the FOMC
ETF Securities Weekly Flows Analysis – Investors bullish on the US Dollar, ahead of the FOMC

Bullish inflows for US Dollar ETPs ahead of the FOMC meeting, totalling US$4.1mn.
Investors lose faith in OPEC’s ability to cut production, prompting second week of outflows.
Fourth consecutive week of gold ETP outflows, totalling US$153.3mn.
Agricultural ETPs receive largest inflows in six weeks, led by broad basket exposures.

Download the complete report (.pdf)
Bullish inflows for US Dollar ETPs ahead of the FOMC meeting, totalling US$4.1mn. We expect that the …

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[3 okt 2016 | Kommentarer inaktiverade för OPEC-led oil price rally drives profit-taking in crude | ]
OPEC-led oil price rally drives profit-taking in crude

OPEC-led oil price rally drives profit-taking in crude
ETF Securities Weekly Flows Analysis – OPEC-led oil price rally drives profit-taking in crude

Yellen’s dovish tone.Investors take profit on OPEC-led oil price rally.
Platinum sees inflows as miners strike.
Precious metals continue to see inflows as investors hedge against financial market jitters.

Download the complete report (.pdf)
Investors take profit on crude oil after a sharp OPEC-led rally. OPEC members reached an agreement on Wednesday to limit oil output. If implemented, it will be the first time in two years that the cartel will have …

Börsen, Featured, Headline »

[8 maj 2016 | Kommentarer inaktiverade för Central bank separation anxiety, the seed of a policy error | ]
Central bank separation anxiety, the seed of a policy error

Central bank separation anxiety, the seed of a policy error
ETF Securities Outlook 2016 April Update: Central bank separation anxiety: the seed of a policy error
The US Federal Reserve (Fed) has made a policy mistake. After raising rates for the first time in nine years, the Fed has held back from further hikes in 2016, heeding to market tantrums. At the same time, the European Central Bank (ECB) announced further policy easing including widening the types of assets it purchases from the market. Separation is hard. The Fed is struggling to …

Börsen, ETF:er, Featured, Headline »

[16 apr 2016 | Kommentarer inaktiverade för Central Bank Policy Concerns Support Gold in March | ]
Central Bank Policy Concerns Support Gold in March

Central Bank Policy Concerns Support Gold in March
Central Bank Policy Concerns Support Gold in March For the month ended March 31, 2016
Gold reached a new high for the year of $1,285 per ounce on March 11 when the European Central Bank (ECB) announced its upcoming plans, which include reducing rates on overnight bank deposits by 10 basis points to -0.4%, expanding quantitative easing to include corporate bonds in addition to sovereign bonds, and adding a new series of bank loans. Gold’s gain reflects investors’ worries over the financial risk and …

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[15 mar 2016 | Kommentarer inaktiverade för Are central banks losing their magic touch? | ]
Are central banks losing their magic touch?

Are central banks losing their magic touch?
The limits of monetary policy: Are central banks losing their magic touch?
When markets worry about central banks, they are really fretting about two distinct things. On the one hand, there is the real economy. On the other hand, and usually of much more immediate interest is the question of how central-bank moves will impact financial markets.
For much of the period since equity markets bottomed out in 2009, those two questions have become intertwined. Not so long ago, the prices of risky assets, such as …

Börsen, ETF marknaden, ETF:er, Flöden och utveckling, Headline »

[2 nov 2015 | Kommentarer inaktiverade för Markets whipsaw between hawkish Fed and softer data | ]
Markets whipsaw between hawkish Fed and softer data

Markets whipsaw between hawkish Fed and softer data
ETFS Multi-Asset Weekly – Markets whipsaw between hawkish Fed and softer data

Download the complete report (.pdf)
Highlights
•  Commodities: Gold under pressure after 2015 rate hike odds stacked at 50/50.
•  Equities: Change in Fed’s tone sees choppy trading week for global stocks.
•  Currencies: Hawkish Fed raises the prospect of a 2015 rate hike.
•  Upcoming webinar: Global commodities, have we reached the floor in prices? Register here to attend.
Asian stocks have opened on a weaker footing after official data highlighted contraction in China’s manufacturing sector continuing …

Börsen, ETF marknaden, ETF:er, Featured, Flöden och utveckling, Headline »

[5 okt 2015 | Kommentarer inaktiverade för Hopes of cheap money continue as global markets struggle | ]
Hopes of cheap money continue as global markets struggle

Hopes of cheap money continue as global markets struggle
ETFS Multi-Asset Weekly – Hopes of cheap money continue as global markets struggle

Download the complete report (.pdf)
Highlights
•  Commodities: Palladium gains after US auto sales surge ahead.
•  Equities: Fourth consecutive miss of payrolls data sends equities lower
•  Currencies: Expectations of a Fed lift off pushed forward after weak jobs data.
•  ETF Securities will be hosting a Q4 update on the 8 October to look at trends for commodities, equities and currencies – register here to attend
European and Asian stocks have started the week …

Börsen, ETF marknaden, ETF:er, Featured, Flöden och utveckling, Headline »

[20 jul 2015 | Kommentarer inaktiverade för Risk Off to Risk On | ]
Risk Off to Risk On

Risk Off to Risk On
ETFS Multi-Asset Weekly – Risk Off to Risk On

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Highlights
Historic accord on Iran deal paves way for lower oil prices.
Positive Chinese data, Q2 earnings and central bank meetings help fuel equity rally.
Declining commodity currencies underscore growth path divergence within major developed economies.
With Greece’s survival in the EU extended, and Greek banks partially opening today cyclical assets rallied. However, banking restrictions remain after being shut for three weeks and the ECB has injected €900m worth of fresh liquidity taking the country’s emergency liquidity assistance …

Börsen, ETF marknaden, ETF:er, Featured, Flöden och utveckling, Headline »

[30 jun 2015 | Kommentarer inaktiverade för Greece Teetering on the Brink of Default | ]
Greece Teetering on the Brink of Default

Greece Teetering on the Brink of Default
ETFS Multi-Asset Weekly – Greece Teetering on the Brink of Default

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Highlights
•    Weather driving sharp movements in agricultural commodities.
•    Equity markets to price in default?
•    Haven demand and economic recovery fuelling US dollar higher.
A sharp re-pricing of risk is likely to follow Greece’s decision to hold the question of accepting its creditor terms to a referendum. Capital controls have been implemented to stem outflows from Greece’s banks while the ECB has frozen the Emergency Liquidity Assistance to Friday’s levels. Greece still …

Börsen, ETF marknaden, ETF:er, Featured, Flöden och utveckling, Headline »

[21 jun 2015 | Kommentarer inaktiverade för Coffee and Sugar Prices Continue to Slide | ]
Coffee and Sugar Prices Continue to Slide

Coffee and Sugar Prices Continue to Slide
Coffee and Sugar Prices Continue to Slide

The last few months have seen coffee and sugar prices continue their relentless march lower, as adverse currency movements and bearish supply forecasts weigh on sentiment in both markets. The result is that coffee and sugar prices have fallen to low levels by historical standards prompting the question: has either coffee or sugar found a floor?

We believe that, despite headwinds likely to come from weakness in the Brazilian Real, oversupply concerns for coffee are overblown and a correction …

Börsen, ETF marknaden, ETF:er, Featured, Flöden och utveckling, Headline »

[17 jun 2015 | Kommentarer inaktiverade för Greece The Dangerous Game of Brinkmanship Continues | ]
Greece The Dangerous Game of Brinkmanship Continues

Greece The Dangerous Game of Brinkmanship Continues
ETFS Multi-Asset Weekly – Greece The Dangerous Game of Brinkmanship Continues

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Highlights
Energy rallies while agriculture pares recent gains.
China A-shares rally on positive indications from MSCI.
Commodity currencies diverge.
Talks between Greece and its creditors collapsed over the weekend adding a further blow to the country’s precarious financial situation after the IMF pulled out discussions last week. Euro-zone finance ministers will meet again on Thursday to try to break the impasse, but the willingness from either side to see a resolution appears to be …