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[18 Aug 2018 | No Comment | ]
Oljefokuserade fonder stiger när Saudiarabiens produktion faller

Oljefokuserade fonder stiger när Saudiarabiens produktion faller
Oljepriset, oljefokuserade fonder och råvarurelaterade börshandlade fonder stärktes efter ett oväntat fall i Saudiarabiens råoljeproduktion i juli 2018.
Enligt delegationen för OPEC, Organization of Petroleum Exporting Country, minskade den saudiska råoljeproduktionen till 10,3 miljoner fat per dag i juli jämfört med 10,49 miljoner fat per dag i juni, rapporterar Christopher Alessi för Wall Street Journal.
Analytiker på Commerzbank sa att rapporten om lägre produktion från kartellens största oljeproducent har ”lånat stöd” till priserna. Vidare trodde marknaderna att Saudiarabiens produktion ökade i juli, sedan OPEC och dess …

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[18 Jul 2018 | No Comment | ]
En ETF som satsar på skifferolja

En ETF som satsar på skifferolja
Den amerikanska skifferindustrins framväxt har skakat oljemarknaderna. Detta eftersom de amerikanska skifferproducenterna pumpar ut rekordstora mängder råolja nu när oljepriset har stabiliserats. Numera kan investerare få exponering mot denna sektor genom en ETF som satsar på skifferolja. Det finns flera sådana, men en som vi kommit i kontakt med nyligen är American Energy Independence ETF (NYSEArca: USAI).
Denna börshandlade fond äger aktier och andelar i både vanliga aktiebolag som är listade på de stora börserna, dels i så kallade MLPs. Den ger investerarna en exponering mot …

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[18 Jun 2018 | No Comment | ]
Industrial metal basket ETP flows benefited the most as trade wars intensify

Industrial metal basket ETP flows benefited the most as trade wars intensify
ETF Securities Weekly Flows Analysis – Industrial metal basket ETP flows benefited the most as trade wars intensify
Highlight

Industrial metal basket ETP took the lion’s share of inflows surging the most since December 2017
Gold ETPs suffered outflows last week after hawkish comments by the Federal Reserve
Bargain hunters appear to drive inflows into crude oil ETPs ahead of the OPEC meeting on June 22

Industrial metal basket ETPs took the lion’s share of inflows, worth US$52.8mn extending last week’s trend of positive …

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[12 Jun 2018 | No Comment | ]
Likely supply disruptions lead to industrial metals rally

Likely supply disruptions lead to industrial metals rally
ETF Securities Weekly Flows Analysis – Likely supply disruptions lead to industrial metals rally
Highlight

Industrial metal basket ETPs see largest inflows since February as supply disruptions likely
Energy sector ETP flows continue to bifurcate – energy baskets attract inflows while crude oil ETPs suffer outflows
Investors appear to bet on a stronger Euro vis-à-vis the US Dollar

Industrial metal basket ETPs see largest inflows since February. Industrial metals gained a strong tail-wind last week, rising 2.9%, as trade-wars escalate. Inflows of US$46.1mn in to industrial metal ETPs …

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[30 Maj 2018 | No Comment | ]
Investors appear to rotate from gold to silver ETPs

Investors appear to rotate from gold to silver ETPs
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.

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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 …

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[17 Maj 2018 | No Comment | ]
Geopolitical risks drove ETP flows last week

Geopolitical risks drove ETP flows last week
ETF Securities Weekly Flows Analysis – Geopolitical risks drove ETP flows last week
Highlights

Oil ETP see US$39.5mn outflows as investor take profit on 3.2% rise in oil price.
Gold continues to attract inflows in an environment of heightened political risk.
ETF investors short Italy in anticipation of a fallout this week.

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Long oil ETP see US$39.5mn outflows as investor take profit on 3.2% rise in oil price. Oil prices have risen to a to a 3½ -year high on the back of the …

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[8 Maj 2018 | No Comment | ]
Commodity recovery to continue although geopolitics acts as source of volatility

Commodity recovery to continue although geopolitics acts as source of volatility
Commodities Research – Commodity recovery to continue although geopolitics acts as source of volatility
Highlights

Industrial metals likely to lead commodity performance in 2018 on the back of tight supply and demand continuing to rise.
Monetary conditions likely to weigh on gold although geopolitical risks are holding prices up for now.
Planned production curbs and geopolitics currently keeping oil prices high; US production likely to expand.

Commodities are in a third year of a recovery, after a five year slump. Being largely a cyclical asset …

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[23 Apr 2018 | No Comment | ]
Precious metal ETP flows strengthen as trade tensions continue

Precious metal ETP flows strengthen as trade tensions continue
ETF Securities Weekly Flows Analysis – Precious metal ETP flows strengthen as trade tensions continue
Highlights

Bargain hunters continued to drive strong inflows into gold ETPs – worth US$16.1mn – supported by ongoing trade tensions and geopolitical risks.
Crude oil ETPs faced redemptions worth US$32.7mn, the highest level in five weeks, on the back of profit taking as oil prices rose for the second week in a row.
Outflows from nickel ETPs widened the most in 3 weeks as prices rose over concerns of further US sanctions …

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[10 Apr 2018 | No Comment | ]
Safe havens gain traction as trade war escalates

Safe havens gain traction as trade war escalates
ETF Securities Weekly Flows Analysis – Safe havens gain traction as trade war escalates
Highlights

Safe haven demand drives US$23.9mn into long gold ETPs and US$28.1mn into long silver ETPs.
Geopolitical risk led to US$21mn outflows from industrial metals basket.
Long crude oil ETP inflows reach a seven-week high of US$20.6mn.

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Trade wars escalate. When we first reported on the US tariffs, the Chinese retaliation was very limited, but we noted that it did not preclude further action. Last week we saw China announce a …

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[19 Mar 2018 | No Comment | ]
Tarifferna tände gnistan för mexikansk ETF

Tarifferna tände gnistan för mexikansk ETF
iShares MSCI Mexico Capped ETF (NYSEArca: EWW), den största börshandlade fonden för mexikanska aktier, har handlats något lägre under den senaste månaden. Fondens prestanda kan emellertid anses anständigt med tanke på tariffpratet från Vita huset. Nu ser vi hur Tarifferna tände gnistan för mexikansk ETF.
EWW allokerar nästan en fjärdedel av sin vikt till konsumentsektorn med telekom och finansiella tjänster som kombinerat svarar för nästan en tredjedel av denna ETFs vikt. Förra veckan ökade optionsaktiviteten i EWW som i spåren av pratet om tarifferna. Den 8 …

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[6 Mar 2018 | One Comment | ]
Tidpunkten kan vara rätt för mexikanska aktier

Tidpunkten kan vara rätt för mexikanska aktier
iShares MSCI Mexico Capped ETF (NYSEArca: EWW) är den största av de börshandlade fonder som ger investerare exponering mot mexikanska aktier. Denna ETF har stigit med nästan fem procent sedan årets början, och ytterligare kursuppgångar kan väntas. Detta om de säsongsmönster som denna aktiemarknad visat upprepar sig även i år.
Spekulationen virvlar kring USA och dess plats i NAFTA. Några marknadsobservatörer bedömer att det är sannolikt att USA drar sig ur frihandelsavtalet. Detta skulle vara potentiellt förödande för Mexikos ekonomi.
NAFTA skapar oro
EWW har haft ett …

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[5 Mar 2018 | No Comment | ]
Broad commodity basket ETPs took the lion’s share of flows

Broad commodity basket ETPs took the lion’s share of flows
ETF Securities – Broad commodity basket ETPs took the lion’s share of flows
Highlights

Diversified commodity basket ETPs dominate inflows.
Softening momentum in global manufacturing data sparked outflows from copper, aluminium and industrial metal basket ETPs.
Outflows from gold ETPs rose for the fifth consecutive week amidst a strong US dollar.
Crude oil ETPs faced another week of outflows as higher inventory data caused oil prices to decline.

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Inflows into diversified commodity basket ETPs, totalling US$92.5mn surged to their highest level since May …

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[22 Feb 2018 | No Comment | ]
Den mexikanska ekonomin inför tester

Den mexikanska ekonomin inför tester
Även om rädslan om Nordamerikanska frihandelsavtalet (NAFTA) kvarstår, har iShares MSCI Mexico Capped ETF (NYSEArca: EWW), den största ETF som är inriktad på mexikanska aktier, stigit med cirka 3% i år. Trots detta står den mexikanska ekonomin inför tester. Aktiemarknaden spekulerar kring USA och dess roll i NAFTA sedan några marknadsobservatörer kommunicerat att de bedömer att det är sannolikt att USA drar sig ur frihandelsavtalet. Detta skulle kunna vara förödande för den mexikanska ekonomin.
”Mexikos makroekonomiska och skattemässiga data från och med fjärde kvartalet var i linje …

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[19 Feb 2018 | No Comment | ]
Profit-taking leads to outflows in gold ETPs

Profit-taking leads to outflows in gold ETPs
ETF Securities – Profit-taking leads to outflows in gold ETPs
Highlights

Agricultural basket ETPs received the largest inflows since inception.
Inflows into industrial metal basket ETPs rebound, reversing the prior week’s trend of outflows.
Gold ETPs suffer US$103.5mn redemptions on the back of profit-taking.

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Agricultural basket ETPs received the largest inflows since inception, totalling US$54.7mn surpassing the previous high achieved only four weeks ago. After a lacklustre performance over the prior year with the exception of cotton, a majority of agricultural commodities are trading higher …

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[29 Jan 2018 | No Comment | ]
Gold inflows continue to buoyant

Gold inflows continue to buoyant
ETF Securities – Gold inflows continue to buoyant
Highlights

Agricultural basket ETPs receive the largest inflows on the platform, totalling US$46.4mn.
Crude oil ETPs experienced the 23rd consecutive week of outflows.
Copper price lags the industrial metal sector but receives biggest inflows.

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Agricultural basket ETPs receive the largest inflows on the platform, totalling US$46.4mn. With the exception of cotton, all agricultural commodities have posted price declines over the past year. According to the USDA January World Agricultural Supply and Demand (WASDE) report, updates show most agricultural commodities …

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[27 Jan 2018 | No Comment | ]
US dollar gives transitory boost to commodities

US dollar gives transitory boost to commodities
Commodity Monthly Monitor US dollar gives transitory boost to commodities
Your reference guide to commodity markets. Includes the latest outlook for each commodity sector and major developments for individual commodities.
Download the complete report (.pdf)
Summary

Global oversupply projected to continue for 2017/2018.
Weaker US dollar provides additional support to the improving fundamentals for industrial metals.
Energy rally looking stretched.
Further upside for precious metals amidst weaker US dollar

Summary
Commodities have enjoyed a great start to 2018. From the low point mid-December they have rallied 6.7%. The performance has been broad-based too …

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[23 Jan 2018 | No Comment | ]
Investors remain sceptical over the recent oil rally

Investors remain sceptical over the recent oil rally
ETF Securities – Investors remain sceptical over the recent oil rally
Highlights

Investors continue to sell long positions in crude oil ETPs with outflows of US$36mn last week.
In currencies, investors sold out of long ETPs in both the USD and EUR to the sum of US$61m, the largest flows since June 2017.
Robotics ETPs posted another strong week of inflows – totalling US$53m – just shy of the record US$56 the previous week.

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Investors continue to sell long positions in crude oil ETPs …

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[15 Jan 2018 | No Comment | ]
Record inflows into robotic ETFs

Record inflows into robotic ETFs
ETF Securities – Record inflows into robotic ETFs
Highlights

Record inflows of US$56.3mn into robotic ETFs.
Industrial metal ETPs saw four consecutive weeks of inflows.
Crude oil ETP outflows of US$29.3mn followed a 3.3% oil price rally last week.

Download the complete report (.pdf)
Record inflows of US$56.3mn into robotic ETFs. Inflows into robotic ETFs rose to US$56.3mn, the highest weekly flow since their inception. Inflows into cybersecurity ETFs rose to US$15.9mn, the highest since June 2017. Robust inflows into these ETFs track a broader trend of strong performance in technology stocks …

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[9 Jan 2018 | No Comment | ]
2018 ETP flows pick up right where 2017 left off

2018 ETP flows pick up right where 2017 left off
ETF Securities – 2018 ETP flows pick up right where 2017 left off
Highlights

Global equity ETPs garnered US$21.6mn buoyed by a synchronised global growth story.
Gold ETPs received inflows of US$19.2mn led by higher gold prices, having gained support from a weaker US dollar.
Outflows worth US$14.1mn from crude oil ETPs mark a continuation of last year’s trend of outflows.

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Gold ETPs received inflows of US$19.2mn, staging a strong start to the new year. Gold prices ended the week higher by …

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[7 Jan 2018 | No Comment | ]
Råoljan stärks på ekonomiska orsaker och oro för Iran

Råoljan stärks på ekonomiska orsaker och oro för Iran
Den pågående ekonomiska expansions- och försörjningsproblemet i Iran, OPECs tredje största producent, har hjälpt till att förstärka priset på råolja. West Texas Intermediate har nu noterat det högsta priset på tre år. Råoljan stärks på ekonomiska orsaker och oro för Iran är alltså temat.
På onsdag ökade United States Oil Fund (NYSEArca: USO), som spårar West Texas Intermediate crude oil future, 2,2% och United States Brent Oil Fund (NYSEArca: BNO), som spårar Brent råolja futures, ökade med 1,9%.
Under tiden steg WTI-råoljepremierna 2,4% till …

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[6 Jan 2018 | No Comment | ]
A mixed outlook for commodities in 2018

A mixed outlook for commodities in 2018
Commodities have enjoyed a great start to 2018, from the low point mid-December they have rallied 6.5%, the performance has been broad-based too, driven not only by the Iran issues inflating the oil price but a rally in industrial/precious metals and agriculture. A mixed outlook for commodities in 2018.
We are wary of some who are interpreting this as being a positive sign for broad commodities this year. Commodities as an asset class are a very heterogeneous group and we expect varied performance from each. …

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[4 Jan 2018 | No Comment | ]
Gold inflows rebound towards the end of the year

Gold inflows rebound towards the end of the year
Highlights

Gold ETPs saw inflows of US$32mn for the final week in December.
Crude oil ETPs saw further outflows of US$28mn last week, we have seen 22 consecutive weeks of outflows highlighting pessimism amongst investors.
In Currency ETPs we saw US$10mn and US$11mn respectively for the US dollar and Euro short positions.

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The flows for the final week in December were understandably low for most commodities with the exception of gold and oil.
Gold ETPs saw inflows of US$32mn for the final week …

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[28 Dec 2017 | No Comment | ]
Vad kan få oljepriset att röra sig under 2018?

Vad kan få oljepriset att röra sig under 2018?
United States Oil Fund (NYSEArca: USO) som följer priset på West Texas Intermediate crude oljeterminer har stigit med cirka 12 procent under det fjärde kvartalet 2017. Det har hjälpt oljepriset och de börshandlade produkter som replikerar oljepriset att stänga året positivt efter flera års nedgångar. Vad kan få oljepriset att röra sig under 2018?
OPEC, Organization of Petroleum Exporting Countries, arbetar för att sänka sina medlemsländers produktion. Det som stör är att den amerikanska shaleoljeproduktionen är ett kvarvarande orosmoment. Trots detta har neddragningar …

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[26 Dec 2017 | No Comment | ]
Börshandlad fond med fokus på Nigeria rusar på förhoppning om tillväxt

Börshandlad fond med fokus på Nigeria rusar på förhoppning om tillväxt
Aktiemarknaden i Nigeria, och den landspecifika börshandlade fonden som spårar börsen i Lagos steg i veckan. Orsaken till detta är att denna börshandlade fond med fokus på Nigeria rusar på förhoppning om tillväxt i landet ekonomi. Investerarna sökte sig åter till aktier efter att stått vid sidlinjerna. Orsaken är förväntningar om högre vinster efter det att Nigerias ekonomi visat tecken på att ta sig ur den recession landet befunnit sig i. Global X Nigeria Index ETF (NYSEArca: NGE) steg med …

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[18 Dec 2017 | No Comment | ]
Inflows into ETPs driven by tactical reallocations

Inflows into ETPs driven by tactical reallocations
ETF Securities Weekly Flows Analysis – Inflows into ETPs driven by tactical reallocations

Investors injected US$26mn inflows into platinum and silver ETPs last week, withdrawing US$25mn from the precious metals basket and palladium ETPs at the same time.
Net inflows into oil ETPs for the first time since September, driven by inflows into short.
Inflows into thematic equities ETPs and EuroSTOXX ETPs as Brexit move to trade negotiations.

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Last week widely expected outcomes led to small inflows into equities, energy and precious metals ETPs. …