Welcome to Issue 2 of Exchange Traded Fridays. Interesting week with the Tokyo Olympics under way. Have you guys been watching and what's been your favourite sport? Basketball fan over here so, go Boomers! You can tell the basketballers in the image below, they're mostly the tallest ones in the group.
Great to see the Aussie get a couple of wins and I'm not surprised about Team USA losing in the basketball - they're a great bunch of players but they don't work well yet as a team. Maybe there's an analogy there between teams and the pieces that make a strong portfolio?
Anyway, back to the markets. It's Friday and here we have a collection of articles, videos, podcasts, data updates and more you might have missed. But don't worry, we got your back.
Listen or Watch
Before we go further, if you'd prefer to consume all this content in more convenient forms of media, we've launched the Exchange Traded Fridays podcast and it's also on YouTube.
You can also access the podcast directly on our website here: https://www.etftracker.com.au/podcasts
The Weekly Wrap
Articles - Local
Livewire - The megatrends investors can't ignore - interviews with investors on themes they're looking at and includes the ETF view with ETF Securities Kanish Chugh.
LinkedIn - launch of Superhero Super - announcement on Wednesday this week from Superhero CEO John Winters on the launch of their Superannuation product enabling investors to put super money into ETF investments.
ETFtracker Forum - Chinese exposed ETFs and 1-month performance - in this forum post from our site we look at the ASX traded ETFs with exposure to China and how that compares to other Asian ETFs.
ETFtracker - Follow the Inflows - With the latest Chi-X inflows added to the app we see the total market went to $115.7 billion in FUM in June 2021. In this article we highlight where those flows were and weren't going.
Money Management - A year of two halves - Great article looking at market performance to 30 June 2021 and the ASX, on a 1-year basis is up over 25%. The RBA cutting rates and new vaccines to help fight the global pandemic have helped. They also look at what to expect going forward. Bunch of market commenters in there from the likes of Shane Oliver, Chief Economist at AMP to Anthony Doyle, Cross Asset Specialist at Fidelity and Stephen Bruce, Senior Portfolio Manager at Perennial.
BestETFs - 1 ETF worth a spot in any portfolio - in this article, the team at Rask look at VanEck's MOAT ETF which, as the name implies, looks at companies with competitive advantage characteristics.
Accument - Looking for underperformers - If you've not seen the work being done by Jonathon Coulter at Accument then you are missing out. He's growing a database of ETF analysis and articles and in this one he looks at the 20 worst performing ETFs over the last 6 months (filtering out a few categories) and dives into what might happen next
Articles - Global
Financial Times - Ex-chair of world’s biggest pension fund sounds caution on ESG - ex Chair of the Board of a $1.7 trillion pension fund (world's largest) made comments concerning ESG type goals for their GPIF (Government Pension Investment Fund) that it needs to ensure it fits the mandate of benefiting Japanese citizens through returns generated. He highlights how much of ESG investing has focused on environmental rather than other factors too. Worth a quick read.
Coinbase - SEC Commissioner concerned about the US lagging behind global Bitcoin ETFs - article talking about concerns from SEC Chair Hester Pierce and how the US appears to be lagging behind other nations when it comes to a bitcoin ETF. More on that if you check out the Tweet of the week below.
Ausbiz - 28th July 2021 - Crystal ball gazing - In this episode, as we head towards 20 years since ETFs came to Australia Meaghan Victor from State Street looks at where ETFs are likely going in their next 20 years such as doubling in size and the new products likely to come to market. 3mins
Ausbiz - 28th July 2021 - It's time to get serious about cybersecurity - Kanish from ETF Securities looks at how investors can play cybersecurity and the broader technology play with their TECH ETF. 5mins
Ausbiz - 27th July 2021 - The robots are coming to help retail investors make their first trade - In this episode, Alex Dunnin from Rainmaker group chats about robo-advice and the benefits to investors getting started whether its ETFs or other investments and the efficient exposure to investing they offer. 7mins
Ausbiz - 27th July 2021 - Peak peak? Not yet for old oil ETFs - looking at laggards and potential upside in the markets given that the markets appear to be at their peaks. 3mins
Equity Mates - 26th July 2021 - Reporting season is coming! Here's all you need to know - in this episode, Bryce and Alec talk about earnings season and not just their expectations but also the expectations of various experts in the market to see what they're watching. 16mins
Ausbiz - 26th July 2021 - The Bitcoin ETF race is heating up in the US | Word on the Block - Angie Lau of Forkast news chats with Leah Wald of Valkyrie who are also looking to create a bitcoin ETF. 28mins
Ausbiz - 26th July 2021 - Investors have a clear strategy - and it's not in stock names - in this update, CEO Superhero John Winters talks about what's being trade on their platform such as the most popular, NDQ and also what else is being traded across different sectors. 6mins
The Compound - 28th July 2021 - Why is China crashing its own market - in this episode, Josh and Mike talk about China's self-sabotage, the toppiness across trends stocks and more on the value trade. 41mins
ETF Securities Weekly ETF Monitor for week ending 23rd July - this weekly publication from ETF Securities showed data to end of last week and what people are pouring money into as well as who's performing the best so far. Last week the it was the sustainable focused ETHI with the most inflows for the week - this week its US broad sector ETFs, IVV and NDQ.
Tweet of the week
This tweet from James Seyffert looks at all of the bitcoin/crypto related ETFs that have been applied for in the US - there's just a few - https://twitter.com/JSeyff/status/1417969227017957378
Chart of the Week Last week we got the latest data from Chi-X who come out a few days after the ASX with their results. Though not as big as the ASX, they're significant enough to make the $113.5 billion of FUM we saw in the local ETF markets grow to $115.7 billion. That prediction we had of the market getting to $120 billion by the end of 2021 looks pretty safe.
Further ETF Education
Did you know that Investopedia has a tonne of great information about ETFs and in this link you get to learn a bit more about leveraged ETFs. In Australia we don't have as many as you get overseas but if you're interested in GEAR, LNAS, BBUS, BBOZ, BEAR or other leveraged ASX/Chi-X ETFs then check out this article:
We have the main ETFtracker App you can access (below) as well as holdings analysis apps for ETFs from iShares, BetaShares and State Street. See the main ETFtracker app here: https://www.etftracker.com.au/the-app
ETFtracker Forum If you're not already a member of the ETFtracker Forum then please sign up - you can access conversations and share ideas amongst peers for free. Sign up is via Facebook, Gmail or Email: https://www.etftracker.com.au/forum
YouTube, Spotify, Instagram, Twitter, TikTok We're on a few platforms (some more than others) so look up ETFtracker on your favourite platform for more.
Below is an example of our last YouTube video covering the last newsletter.