ETFs Analysis & Opinion

EuropeStocks in Europe fell on Wednesday when Greece’s latest proposal in a cash-for-reforms deal was rejected by creditors. Greek government officials purportedly also rejected a...

Yields on US treasury bonds erased early gains and closed lower on Tuesday spurring a move lower in European yields on Wednesday which provided a little calm after a turbulent start to the week....

Europe A continuation of the sell-off in government bonds and a sharp drop in the US dollar sent equity markets into risk-off mode on Tuesday. Bond yields had been rising all last week before a...

Fear over the accelerating bond market rout is causing a collapse of European stocks on Tuesday and feeding through to a considerably lower US market open. German bunds yields are rising faster than...

Europe Multiple Eurozone officials offering no hope of a resolution for Greece at the next meeting of finance ministers hit sentiment in European stocks on Monday. Another rate cut over the weekend...

Another rate cut over the weekend in China was a boost to domestic markets but the affect looks more muted in Europe and the US which both finished last week strongly and are pulling back on Monday....

US stocks are looking to open higher on Friday, getting some positive read-through from the rapid jump in UK markets after a Conservative Party election victory that eased uncertainty at the prospect...

Europe European stock markets were left a little out of breath on Thursday as government bond markets pulled a full 180 degree turn from savage losses to a sizeable move higher. A fall in crude oil...

Another sector at risk of government interference post this week’s election is the transport sector with talk of fare caps, fare freezes and greater regulation. Transport companies have been a...

Two weeks ago in our latest contribution, we were hoping for continued Dollar strength. We had argued that the US Dollar rally which started mid 2014 on the back of diverging central bank actions and...

London markets look set to play catch-up this morning after a positive European session yesterday in what looks set to be a big week for financial markets, where the focus is set to be on the UK...

Data for the first four months of 2015 (up to 27 April) show inflows into exchange-traded funds are so far running some 80% higher than a year ago, with total assets under management rising some...

EuropeShare trading was volatile again in Europe; losses on Tuesday erased most of the impressive gains seen on Monday. The prospect of a referendum over reforms in Greece in case bailout talks fail...

We last contributed before spring-break, to be precise on the 27th of March. We were arguing that this time was different, that markets differed from the 2000 and 2007 tops. Cyclicals stocks (e.g. the...