Johann Erasmus | executive director 1nvest
Precious metals were on a tear, and broader commodity markets were flashing signals that hadn’t been seen in years; before they started selling off earlier this year.
Five of the major commodities; gold, platinum, palladium, rhodium and copper are all seeing much higher demand while supply is struggling to keep up.
Simon Brown and Johan Erasmus examine the secular trends driving demand, the supply-side pressures shaping prices, and whether the conditions are ripe for a sustained super cycle.
They will also demystify how commodity ETFs and ETNs actually deliver exposure, because the mechanics matter more than most investors realise and what about ETNs expiring?
ETFs and ETNs discussed;
- 1nvest Gold ETF (ETFGLD)
- 1nvest Platinum ETF (ETFPLT)
- 1nvest Palladium ETF (ETFPLD)
- 1nvest Rhodium ETF (ETFRHO)
- Standard Bank Oil ETN (SBOIL)
- Standard Bank Copper ETN (SBCOP)
ETF blog
At Just One Lap, we are big fans of passive investment using ETFs. In this weekly blog, we discuss ETFs on the local market and the factors you need to consider when choosing an ETF. If you have wondered how one ETF differs from another, this is where you can find out. We explain which index each ETF tracks, what type of portfolio could benefit from holding each ETF, and how the costs will affect your bottom line.
