Ideas

May 25, 2020

ETF trading on the rise

ETF trading has increased significantly over the past 3 months, with average daily value traded in March and April exceeding $770m and $460m, respectively. Despite the sell-off that has occurred in 2020, funds have stayed in the ETFs with each month recording positive net inflows.

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Equities Resources

May 22, 2020

Bells Gold Tracker: May 2020

In this report, we look at the hedge book positions of key ASX-listed producers to estimate what proportion of production is hedged and to what degree it discounts their gold revenues against an assumed spot price of A$2,700/oz.

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Futures & Commodities

May 19, 2020

Why Cushing Matters: A Look at the WTI Benchmark

This article discusses the connectivity of Cushing - the delivery location of WTI Futures and also covers how the extreme market imbalances between supply & demand led to the negative prices a day prior to expiration of May 2020 contract.

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Engineering & Construction Equities

May 15, 2020

E&C April Newsletter

In the April newsletter, we look at the consequences of lock-downs and what it means for the E&C sector ― including a fall in contract awards, construction delays, productivity hits and more.

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Equities

May 14, 2020

After COVID-19 Recovery Stocks

After examining our analysts’ buy-rated stocks with a market capitalisation above $1.0 billion, we have identified ten of them as cyclical recovery stocks “on the other side” of COVID-19 with strong balance sheets.

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