Updated: Oct 15, 2021
Welcome to Issue 13 of Exchange Traded Fridays for the week ending 15th October 2021. In this week's news we highlight a feature we got to do with our friends at Livewire Markets on ETFs with income focus. We also interviewed Jeff Yew, CEO and Founder of Monochrome Asset Management who are an investment firm looking to be one of the first in Australia to list a bitcoin ETF which coincides with 2 new blockchain plays being announced from 2 ETF Issuers this week in Australia and we also saw some insights out of some ESG research from Perennial Partners. Jam-packed weak so check it out below.
What's in this newsletter?
Local ETF Articles
Global ETF Articles
Tweet of the week
Chart of the week
ETFtracker App Links
Listen or Watch
Articles - Local
Livewire Markets - 5 killer ETFs for your income portfolio - This is an interview we at ETFtracker got to do with Ally Selby from Livewire Markets as part of their larger Income Series. The full series is available here https://incomeseries.livewiremarkets.com/ and in it, they'll have interviews and discussions with other experts in this field. For our interview we went through the data in terms of details about the ETFs that offer income exposure and then they even asked for ideas of a balanced portfolio that could provide income and positive returns as well which we chose. Check out the article for more details and the videos section below for our interview.
AUSIEX - Dive into technology ETFs - In this article, the team at AUSIEX talk technology ETFs including ACDC, ATEC, FANG, SEMI and more on the growth of thematic ETFs. Matt Tilley from AUSIEX chats with Kanish Chugh of ETF Securities about their latest listings.
Stockhead - Aussie Bitcoin ETF? Close enough… ASX to host BetaShares crypto-stock-focused fund - Details of the new BetaShares crypto ETF which will track the Bitwise Crypto Industry Innovators Index (BITQ) index so Coinbase, Microstrategy and other companies in the space will be part of this index and it gives some indirect bitcoin exposure. Looks like we are getting closer to a bitcoin tracking ETF.
LinkedIn - FTEC Launch by ETF Securities - Another launch this week is that of FTEC from ETF Securities which will track Indxx Developed Markets Fintech & DeFi Index and is a fintech and blockchain play. Another way to access blockchain but with a mix of financial technology. What a week of launches from Australia! Check out the link for more details which are from David Tuckwell at ETF Securities and his post.
AFR - Millenials want their super invested in ETFs - a survey of 4,000 members by online trading platform Superhero has shown that ETFs were the most popular destination for investor money. 66% want this as the vehicle for retirement savings beating other assets like shares, crypto, property and US shares. This is higher for younger age groups as well. What is also interesting is that younger investors are wanting more crypto exposure.
Livewire Markets - An ETF poised to ride a $15 trillion global opportunity - Article and interview adding more flavour to the new ETF Securities hydrogen ETF that came aboard last week (ASX:HGEN). It leads to an article from last week showing more details about HGEN so worth a look for those interested in this new ESG play.
Why is the Betashares Nasdaq 100 (ASX:NDQ) ETF share price struggling lately? - From US treasury yields to market rate hikes and supply chain woes, some reasons here for why NDQ price has been off lately.
ETF Securities - Weekly Report - w/e 8th October - Per ETF Securities: "Markets swayed last week on the US debt ceiling talks, inflation fears and hawkish central bank comments. Oil continued its gain and precious metals Palladium and Platinum bounced. The best performers for the week were ETFS Physical Palladium (ETPMPD) was up 6.1%, BetaShares Global Gold Miners ETF (Hedged) (MNRS) was up 5.2% and ETFS Physical Platinum (ETPMPT) was up 5%. The worst performers were broad based Asian Equity ETFs iShares MSCI South Korea Capped ETF (IKO) was down 3.9% and iShares MSCI Japan ETF (IJP) down 3.7%."
More details in the PDF.
Articles - Global
Seeking Alpha - Father Knows Best: SEC Chair Gensler Maps Crypto Regulatory Plan, Further Entrenching Bitcoin - More on the positive news seeing increased likelihood of a bitcoin ETF is this piece from Seeking Alpha. It sees a regulatory framework being drawn out and roles for congress, SEC, CFTC and banking regulators. More in the article.
ETFtracker Interview with Experts - Episode 9 - The Bitcoin Expert - In this week's experts series we spoke about bitcoin ETFs with Jeff Yew and you can see that video in the link here and it was a great talk all about how Jeff got started in bitcoin and all the way to what Monochrome Asset Management are doing for clients in making it easier to understand bitcoin for when it becomes more mainstream in institutional settings (see the ETF Education section below). 32mins
Livewire Income Series - 5 killer ETFs for your income portfolio - video to go along with the Livewire article we mentioned in the local ETF articles section above. 17mins
ausbiz - The top four priorities for ASX-listed companies - 11th October 2021 - In this episode, Emilie O'Neill from eInvest/Perennial Partners goes through their latest 2021 Perennial Better Future Survey including greenhouse gas emissions, including alignment with the Paris Agreement and more. 4min
ausbiz - Crypto's newest fan? George Soros - 11th October 2021 - per the show notes "Caroline Bowler, CEO of BTC Markets reflects on the implications of the Soros fund announcing that it was now holding bitcoin. Is this the beginning of such funds making the leap? The Soros fund certainly thinks so." 5mins
ausbiz/Equity Mates - stock and an ETF for a Thursday afternoon | Equity Mates - 7th October 2021 - One we missed from last week but covers an important ETF we've been looking at, ESPO. Check it out from the crew at Equity Mates. 15mins
In this episode, Josh and Mike bring on JC Parets and Tyrone Ross to discuss cryptocurrencies, entrepreneurship, charts and more. Whilst not all ETF focused specifically, it's worth a watch/listen especially as they discuss how advisers and institutions could have an effect on cryptocurrency prices which will happen if bitcoin ETFs become a thing. At around the 19:20 mark they show the number of banks investing in crytpo and blockchain companies which could interest some readers here. JC runs All Star Charts covering technical trading and Tyrone's company is Onramp Invest which is a way for advisers to better manage crypto assets. 44mins
Podcasts ETF Edge - The ESG Equation & Bitcoin Futures ETF - Description per podcast "CNBC's Bob Pisani spoke with Jan van Eck, CEO of VanEck and Todd Rosenbluth, Senior Director of ETF and Mutual Fund Research at CFRA. They discussed pending Bitcoin ETF proposals, fixed income ETFs as rates creep steadily higher and ESG-related products in the market. In the 'Markets 102' portion of the podcast, Bob continues the conversation with Jan van Eck on the commodity explosion." 29mins
Tweet of the week From Nir Kaissar at Bloomberg Opinion - the battle between ETFs and mutual funds appears over... https://twitter.com/nirkaissar/status/1447526879775313921
Chart of the Week In this week's chart we take a look at the FUM of a relatively new ETF on the market, ESPO. With September figures from the ASX out we can see some net outflows but overall the ETF has been popular. You can see this portion of the chart in the ETFtracker app under the Size menu and filtered on ESPO.
You can also see more info on ESPO in our recent review as part of the ETF Analysis series (some of these are filmed on weekends so we're a bit more casual than usual - hope you don't mind).
Further ETF Education Monochrome Asset Management - Research and Insights - this is a new one from the team at Monochrome and timely given our podcast with their CEO this week. They also launched a new Research and Insights page (below). Whilst they have plans to bring a bitcoin ETF to Australia they also provide research into crypto so it's worth a look whether you're looking to invest here or overseas. Better yet, if you're an adviser needing to earn CPD hours - this offers you the ability to do that so check it out.
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ETFtracker Podcast and Videos Before we go further, if you'd prefer to consume all this content in more convenient forms of media, we've launched The ETFtracker Show as a podcast and video and Exchange Traded Fridays comes at the end of each week. Additionally, we've launched a series of interviews with various ETF market participants.
You can also access the podcast directly on our website here: https://www.etftracker.com.au/podcasts