ETF, LIC & LITs

On June 16th the yield on 10-Year US Treasury Notes was higher at ~1.6% after the Federal Reserve signposted a rise in interest rates next year with two increases pencilled in by 2023.

Environmental, Social and Governance (ESG) issues are showing an increasing impact on Australian investors with the number of designated responsible ETFs surging 77.8% YoY as at 31st March 2021

Volumes in the Vanguard Global Value Equity Active ETF (VVLU) are on the rise coinciding with the re-opening of global economies, positive GDP growth and prospects of a reflation trade.

As a sustained economic recovery starts, we look at two LICs: Tribeca Global Natural Resources (TGF), a well-rounded commodities portfolio; and WAM Leaders (WLE), their 6.9% Financials weight may benefit from a steeping yield curve.

In this month's Bell Potter EFT Report the difficulties around monitoring hours are discussed. Investors need to be aware of when the underlying markets open and close to ensure best pricing. For this reason it is advisable to hold off buying or selling an ETF 15 minutes after a market opens and 15 minutes prior to market close.

In this month's Bell Potter EFT Report style trends from 2020 and beyond are discussed. 2020 has reminded investors of the need to remain vigilant in an environment of insurmountable data. Global uncertainties, tensions and sentiment can be hard to navigate on a day-to-day basis when this media is so readily accessible.