VanEck, one of the 10 largest ETF issuers in the US, has acquired Think ETF Asset Management, an ETF issuer based in the Netherlands, which manages € 1.5 billion.

VanEck is setting up in Europe, a market that the Company considers very promising in its press release.… Lire

The ETF offering for European investors is growing rapidly, with many ETFs becoming “UCITS”.

ETF Securities has just launched 3 thematic ETFs:

– ETFS Battery Value Chain GO UCITS ETF (companies involved in batteries)

– ETFS Ecommerce Logistics GO UCITS ETF (companies that benefit from digitalisation of commerce)

– ETFS Pharma Breakthrough GO UCITS ETFs (companies developing treatments for rare diseases)

Also note that ETF Securities offers ETF ROBO (Robotisation) in UCITS so accessible from Europe

Our ROBO ETF analysis:

ROBO (ETF Securities – UCITS) : weekly data

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ETFs listed in Europe reached a total of € 670 billion in assets under management in 2017, up € 133 billion over one year, an increase of nearly 25%!

Equity ETFs accounted for the largest share, with 67% of the total, followed by Bond ETFs (23%) and Commodities (7%).… Lire

In South America, the political risk, whether it is linked to elections or repeated scandals, must be taken into account before any investment.

The election of Chilean billionaire Sebastian Piñera with more than 54% of the vote, who was already President of Chile between 2010 and 2014 led the Chilean index to flare Monday, December 18 with an increase of 10.4%, which brings on its annual high.… Lire

Political problems accumulate in South America.

After the scandals that affected President Temer in Brazil in the spring of 2017, it was the results of the first round of elections in Chile that caused the country’s stock market to bend.

The latest scandal is now affecting Peru and its President Pedro Pablo Kuczynski.… Lire

In a recent study, ETF Securities suggested that one of the impacts of the growing use of autonomous vehicles and the development of automation would be the sharp increase in demand for metals.

Among them Gold, Silver, Copper but also metals such as Lithium, Cobalt, Palladium, Yttrium or Praseodymium.… Lire

Altice has sadly led the Telecom sector and even the High Yield sector in recent weeks.

Concern over the Group’s outlook and debt led the stock to lose 59% of its value in November.

But it is the entire Telecom sector that is deprived of a stock market party this year: while the Eurostoxx600 has increased by almost 10% since the beginning of the year (including the dividend), the Telecom index has lost 1% at the same time

Our TEL ETF analysis (Lyxor Telecom Europe)

Spread TEL (Lyxor Telecom Europe) / SXXR (Stoxx600 Net Return) : weekly data

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Décollecte importante la semaine dernière sur les fonds dédiés à la dette spéculative, avec un retrait de 6,8 milliards de dollars, selon les statistiques publiées par l’EPFR.

L’évolution de High Yield est un indicateur très surveillé car les corrections sur ce marché sont souvent un indicateur avancé du risque de correction sur les marchés actions.… Lire

Merkel’s inability to form a coalition has plunged investors into confusion.

The reaction was however limited. After opening down (-0.4%), the index quickly returned to close up 0.5%.

The German political calendar should continue to impact the index. Several options are indeed on the table, between final negotiations or the organization of new elections, in which Angela Merkel would participate again.… Lire

The S&P Dow Jones and MSCI Indices have announced significant changes in their Global Industry Classification Standard (GICS).

These changes will probably have the impact of grouping the “FANG” (Facebook, Amazon, Netflix, Google) in a single sector. The Telecom sector should also be impacted.… Lire