Gold leads ytd precious metals inflows above US$1.5bn, as investor sentiment remains fragile. Oil outflows accelerated last week, as investors booked profits. Clear concern for the sustainability of the recent trend for higher oil prices is the driver and some investors are concerned that there will be limited further near-term… Read More »
Over the past 60 years, portfolio management has significantly gained in complexity and sophistication with active funds such as the Yale endowment fund not always outperforming a passive index tracking strategy. Nowadays, it is possible to construct an equivalent strategy to the Yale model that is more transparent, more liquid,… Read More »
Midstream MLPs’ (Master limited partnership) revenues are more resilient to oil price fluctuations than upstream oil companies’ revenues yet they are trading more like upstream oil companies. We believe there is potential for an upward correction as MLP resilience becomes apparent The MLP structure remains intactMaster limited partnerships (MLPs) are… Read More »
In 2015, in Europe, this sector raised 41 billion euros. “SMEs are still too leveraged and too dependent from banks”, said Vari (JCI Capital Limited), who added: “There are a wide variety of investment structures available” Private debt market provides large opportunity for SMEs and private debt funds represent a… Read More »
European equities have endured their worst start to the year since 2008, underpinned by broader macro instabilities and more recently, earnings concerns in Europe’s banking sector. The extent of the sell-off suggests a somewhat deflated outlook for Europe’s equity markets in 2016. However, we believe that souring sentiment is not… Read More »
Gold ETPs recorded the largest daily and weekly inflows on record, as the European equity market sell-off, led by the banking sector, triggered a 7.3% price rally for gold. Gold ETPs recorded US$552.1mn inflows last week, the largest weekly inflows ever. While European banks recovered slightly last Friday, the market… Read More »
McNeil, Co-Ceo: “2015 was a breakthrough year for the company. We had an increase in AuM from about $170m to just under $800m by year end” 12 WisdomTree UCITS ETFs, some with multiple share classes, and a further 64 Boost ETPs listed across five different Exchanges. This is the balance… Read More »
Gold inflows surge to highest level since August 2015 as the metal remains one of the best performing assets year-to-date Gold ETP inflows of US$108.5mn last week were the highest since August 2015. Gold has been one of the best performing assets this year and is up 9.1% year-todate, compared… Read More »
Investors will recall 2015 as a mediocre and trying year. The memorable events were the Greek saga, the commodity market rout, the Chinese devaluation and the first rate hike in the US in over a decade To everyone’s surprise, the economic slowdown in China had the largest impact on global… Read More »
Precious metal ETP outflows cast a shadow in 2015 weighed by the stronger dollar and the indecisiveness of the Fed 2015 will be remembered as one of the most volatile years for commodities, facing the repercussions of a structural slowdown in China, rising geopolitical risks and the Volkswagen emissions scandal.… Read More »
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