Global ETF News Older than One Year
Few commodity traders saw improved liquidity in 2015-poll
Three-quarters say OTC liquidity held steady or fell last year, while 25% saw gains
January 8, 2016--About three-quarters of traders surveyed in a Risk.net poll say liquidity in over-the-counter commodity derivatives markets held steady or declined over the past 12 months, with only about a quarter saying the liquidity picture had improved.
In comments submitted along with the poll, most traders blamed poor liquidity on the exodus of banks from commodity markets and new regulatory regimes such as the US Dodd-Frank Act and the European Market Infrastructure Regulation (Emir).
Source: risk.net
The $6 million bet against emerging markets
January 8, 2016--On a week filled with China concerns and market turmoil, one trader is making a massive bet that it's going to get a lot worse for emerging markets.
"The largest trade in the options market today was in the EEM, the emerging markets ETF," RiskReversal.com's Dan Nathan said Thursday, when one trader bought 100,000 of the June 25-strike puts in EEM for 62 cents per share.
Source: CNBC.com
Infographic-Global Stock Markets Off to Worst Start in History
January 8, 2016--In our review of the economic events of 2015, we noted that the simple turning of a calendar page does not rectify the problems of the previous year.
The first week of trading on major exchanges has made this even more clear.
Source: visualcapitalist.com
Dow has worst four-day start to a year on record
January 7, 2016--The global market freakout of 2016 just got worse.
The latest scare came on Thursday as China's stock market crashed 7% overnight and crude oil plummeted to the lowest level in more than 12 years.
The wave of selling has knocked the Dow down 911 points, or more than 5% so far this year.
Source: CNN
Infographic-The Average Investor Lost 3.1% in 2015
January 7, 2016--Contrarian investors pride themselves in running a different direction than the majority of the pack.
They find opportunities in asset classes that are universally hated by the masses, and try to carve out their own convictions by downplaying popular sentiment.
However, at the end of the day, contrarians will concede that it is nice to know how the investing masses are doing.
Source: visualcapitalist.com
WGC-Investment Commentary: 2015 review and 2016 outlook
January 7, 2016--Gold was down in 2015 in US dollars but not in all currencies
The gold price fell by more than 11% in 2015 in dollar terms as the US currency strengthened across the board.
However, more than 90% of physical demand coming from outside the US. For all these non-dollar investors, it is the local price-and not the US dollar price-that matters most. During 2015, the non-US dollar price of gold has held up even moving up in some currencies.
view the World Gold Council Investment Commentary 2015 review and 2016 outlook
Source: World Gold Council
Anemic recovery in emerging markets to weigh heavily on global growth in 2016
Global economy to accelerate modestly to 2.9%
January 6, 2016--Weak growth among major emerging markets will weigh on global growth in 2016, but economic activity should still pick up modestly to a 2.9 percent pace, from 2.4 percent growth in 2015, as advanced economies gain speed, according to the World Bank's January 2016 Global Economic Prospects.
Simultaneous weakness in most major emerging markets is a concern for achieving the goals of poverty reduction and shared prosperity because those countries have been powerful contributors to global growth for the past decade. Spillovers from major emerging markets will constrain growth in developing countries and pose a threat to hard-won gains in raising people out of poverty, the report warns.
view the Global Economic Prospects Spillovers amid Weak Growth January 2016
Source: World Bank
UBS: Give up on stocks this year and buy gold
January 5, 2016--2015 was a volatile year for the stock markets, and 2016 opened with a near obliteration of Chinese stocks on the first day back.
For this reason, equity salesmen Michael Riesner and Marc Müller at UBS told clients in a 39-page equity sales trading commentary
Source: businessinsider.com
New Smart Beta Factor in Emerging Markets
January 5, 2016--While near-term allocators to emerging markets may not be easy to find, the economic difficulties in emerging markets (EM) can function as a catalyst for rethinking how these markets can be accessed.
We're finding that investors may not want to take all of the risk factors inherent to an MSCI Emerging Markets Index, traditionally the "beta benchmark" for emerging market equity investments.
Source: WisdomTree
Infographic-It's Official: Bitcoin was the Top Performing Currency of 2015
January 5, 2016--For most investors, the major story of 2015 was the eventual fulfillment of a rate hike, signalling the start of tightening monetary policy in the United States.
This led to a strengthening dollar, and the greenback did indeed gain or stay on par with most currencies.
Source: visualcapitalist.com
