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Silver looking to upstage big brother gold on medal podium

The forgotten precious metal – silver – is quietly having a blinder of a year. With a 34.7% gain so far, silver is outperforming gold, the S&P 500, the Dow Jones Industrial Average, the DAX Index in Germany, and the Nikkei index in Tokyo. At US$24.27 an ounce, silver is up 63.3% since March, but…

James Dunn | 4th Nov 2020 | More
Premiums and discounts: looking closely at LICs

LIC/LIT IPO Vintage Year Analysis The listed investment company/listed investment trust (LIC/LIT) sector in the ASX has copped a lot of criticism over the last 12 months, in relation to the apparent mis-selling of new issues and conflicts of interest. We have no interest in revisiting the debate, other than to say that it is…

Rodney Lay | 3rd Nov 2020 | More
If you can’t beat them, buy them

While the active versus passive debate rolls on and on across the investment world, some active managers have gone to the ‘dark side’, at least partially, by adding more quantitative inputs for new strategies, such as thematic investing. The concept of ‘thematic’ investing, which describes the strategy of identifying sectors of the economy expected to…

Drew Meredith | 7th Oct 2020 | More
  • Thinking forward – Batteries and EV

    One of the great investment success stories of the last 25 years has been the exchange-traded fund (ETF), which got under way in the early 1990s as a vehicle offering access, in one listed stock, to the entire stock market through tracking an index. Gone were the worries of paying “active” management fees and failing…

    James Dunn | 7th Oct 2020 | More
    Everything is GOLD – ETF Securities cruises past $3 billion

    Gold prices have seen specialist Exchange Traded Fund provider, ETF Securities move beyond $3 billion in assets under management to start the new financial year.

    Drew Meredith | 26th Aug 2020 | More
    Magellan launches its Core ETF series

    The well-known fund manager has launched a series of low-cost ETFs which will help further its reach into the retail investor market.

    Ishan Dan | 25th Aug 2020 | More
  • What we read this week, leading White Papers

    All that glitters, active vs. passive and why a closer look at infrastructure.

    Drew Meredith | 28th Jul 2020 | More
    Using the greenback: where the buck can stop in your portfolio

    In uncertain times such as the present, with asset prices and exchange rates fluctuating unpredictably, many investors are looking to make sure their portfolios are well-diversified, a and to shore-up the defensive areas of their portfolios; while also looking to hedge risk in other parts of the portfolio – and even to take advantage of…

    Drew Meredith | 9th Jun 2020 | More
  • ETF Securities: FANGs defy rocky market

    In hindsight, March 2nd, 2020, as the world started to get to grips with the scale of the global health emergency that was unfolding in the form of the Covid-19 pandemic, was an inauspicious time to launch a new investment product. In fact, the S&P/ASX 200 Index is down 19% since that day – after…

    Kris Walesby | 13th May 2020 | More
    Oil a great contrarian trade, but ETF woes cause rethink

    In a sea of potential contrarian trades, oil is one that stands out. The North American West Texas Intermediate (WTI) benchmark has lost more than 75 per cent since the start of 2020, seeing it fall to its lowest price since 2002. The European Brent grade has dropped by almost 65 per cent. They are…

    Drew Meredith | 27th Apr 2020 | More