Exchange-traded funds and commodities are a hotbed of innovation and an exciting way for investors to access capital markets. Read our insights on the latest news and developments in this fast moving area.
Monthly fixed income ETF update
Bond markets rallied in September as the Federal reserve cut rates by 50 basis points for the first time this cycle, responding to mixed economic data and a softening labor market. Read our latest thoughts on how fixed income markets performed during the month and what we think you should be looking out for in the near term.
Global equity exposure without the concentration risk
The brief stock market correction in July highlighted how quickly market sentiment can change. Although economic fears have since eased, investors are still seeking optimal portfolio strategies. An equal weight version of the MSCI World Index could offer broad global equity exposure while reducing concentration risk compared to a standard market-cap-weighted approach. Read our latest article to find out more.
Monthly gold update
The gold price rose 2.3% in August, breaking through US$2,500 an ounce as the market prepares for the first Fed interest rate cut. Discover insights into the key macro events and what we think you should be keeping your eyes on in the near term.
Bitcoin: To halve and to hold
The crypto market is preparing for the next Bitcoin halving. What does the halving mean and what are the longer-term prospects for investors in Bitcoin?
Nasdaq-100: A gauge of the modern economy
Explore the case for the Nasdaq-100 index and how its constituents are driving innovation across the global economy.
Nasdaq-100 Index: Where some of the biggest innovators live
The Nasdaq-100 is an index that tracks the 100 largest non-financial companies by market capitalization listed on the Nasdaq.
Gold’s supply and demand in Q4 2023
In this second part of the Gold Report, we explore the various sources of supply and demand to further explain recent movements in the gold price.
Central bank digital currencies: the future of money?
Central Bank Digital Currencies (CBDCs) are a digitalised fiat currency. Currently, 130 countries are actively researching CBDCs encompassing 98% of world GDP. Some smaller central banks in the Caribbean have already issued CBDCs, and China has continued its gradual expansion of its ‘Digital Yuan’ pilot project. So what’s the big deal?
Equities investment outlook: our equity market predictions for 2024
It’ll be a challenging backdrop for equities in 2024. From an investment perspective, company fundamentals are likely to become more important. Read our investment outlook for more.
Gold’s supply and demand in Q3 2023
In this second part of the Gold Report, we explore the various sources of supply and demand to further explain recent movements in the gold price.
Using maturity-targeted ETFs to manage curve exposure
Income investors are often looking to achieve a yield-related objective, for example delivering a target yield relative to cash or inflation, or wanting to manage their credit, currency, duration or any other risks inherent with the asset class. Here, we look at how maturity-targeted ETFs can help investors manage exposure to the yield curve.
Gold’s supply and demand in Q2 2023
In this second part of the Gold Report, we explore the various sources of supply and demand to further explain recent movements in the gold price.
Investing in gold
Today, gold plays an important part in some investors’ portfolios, for a variety of reasons. From central banks wanting to diversify their reserves to individuals wanting physical assets that may retain value over time. Find out more.
Gold’s supply and demand in Q1 2023
In this second part of the Gold Report, we explore the various sources of supply and demand to further explain recent movements in the gold price.
Beyond the freeze: Blockchain’s revival after the Crypto Winter
Blockchain is growing rapidly and faced a difficult 2022. We look back at some of the challenges and look forward to some key developments and innovations in 2023.
