The Bank of England has kept rates on hold at its meeting today, contrary to market expectations. Sterling staged a modest rebound, albeit from multi-decade low...
US natural gas is currently trading at US$2.74/MMBtu, up from US$2.00/MMBtu in May 2016 (+37%) in response to the warmer weather forecasts. We believe that it...
Investors rotate to cyclical assets as confidence is slowly restored – Weekly Flows Analysis Highlights • Investors have begun to rotate away from defensive assets such...
ETF Securities Equity Research – Don your CAPE to outperform Summary CAPE serves as a more effective valuation metric in forecasting long term equity market returns...
Gold’s fair value at US$1440 as uncertainty reigns. The US Dollar, Yen, the Swiss Franc and gold have all been beneficiaries of investors seeking haven asset...
Commodity Monthly Monitor – Commodity investors look optimistically beyond Brexit Your reference guide to commodity markets. Includes the latest outlook for each commodity sector and major...
Brexit dominated ETP flows last Friday – Weekly Flows Analysis Investors frantically purchase Gold ETPs after Britain delivered a shock vote to leave the European Union...
The view from the back of the queue. GBP in focus. The British Pound is plumbing 30-year lows against the US Dollar, after the shock of...
ETF Securities Revises Fair Value Target as Brexit Gold Rush Continues. ETF Securities has adjusted its fair value target for gold to $1400, amid a surge...
Market Insight – Foreign Exchange –Brexit, The Aftermath Markets blindsided Brexit, The Aftermath After a week of tracking increasingly optimistic voting polls, financial markets have been...
