Tips

ArcelorMittal SA zit in een stijgende trend

Lees verder ArcelorMittal SA zit in een stijgende trend →

Schekman

Koersval batterijaandelen kan instapmoment bieden

Er is voldoende speelruimte voor de iShares Lithium & Battery Producers ETF. De koers heeft technisch ruimte voor een stijging van 25t% in Amsterdam.

Aandelen van bedrijven in de batterijwaardeketen zijn de afgelopen maanden stevig in koers teruggevallen, maar de vooruitzichten voor de langere termijn blijven positief. Dat stelt Elisa Piscopiello, Senior Index & ETF Investment Specialist bij L&G Asset Management. Na een recente verkoopgolf zijn de waarderingen teruggevallen tot ongeveer het niveau van eind vorig jaar. Dit kan een mooi instapmoment zijn, zegt Piscopiello, voor beleggers die willen inspelen op structurele trends rond elektrische voertuigen, grootschalige batterijopslag en elektriciteitsnetten.

Lees verder Koersval batterijaandelen kan instapmoment bieden →

Valuta

Georgette Boele (ABN Amro) over verdere daling euro/dollar

Het sentiment rond de Amerikaanse dollar verslechtert. De rente op Amerikaanse staatsobligaties is sterk beweeglijk en de zorgen over de Amerikaanse overheidsfinanciën blijven groot. Het uitgebreidere terugkoopprogramma van het Amerikaanse ministerie van Financiën heeft de markten niet gerustgesteld. Beleggers blijven bezorgd over de ontwikkeling van de Amerikaanse staatsschuld en de oplopende risicopremies. De euro heeft geprofiteerd van de zwakkere dollar. Een verdere daling van de dollar kan EUR/USD verder ondersteunen. EUR/PLN is gestegen doordat de renteverwachtingen voor de centrale banken uiteenlopen. De NBP stelt zich mogelijk verruimingsgezinder op, terwijl van de ECB nog één renteverhoging wordt verwacht.

Lees verder Georgette Boele (ABN Amro) over verdere daling euro/dollar →

Monetair, rente

Nuveen: beleggers willen meer duidelijk van Fed-voorzitter Warsh tijdens ‘Jackson Hole’

De bijeenkomst in Jackson Hole deze week draait om meer dan alleen het zoeken naar hints van beleidsmakers over de ‘forward guidance’, stelt Laura Cooper, Global Investment Strategist bij Nuveen.

“Beleggers hebben meer duidelijkheid nodig over hoe de Federal Reserve gaat reageren op de nog steeds hoge inflatie en de stijgende marktrentes. Zeker nu Fed-voorzitter Warsh aangaf dat de gestegen rentes op langlopende staatsobligaties al een deel van het werk van de centrale bank heeft overgenomen.”

Lees verder Nuveen: beleggers willen meer duidelijk van Fed-voorzitter Warsh tijdens ‘Jackson Hole’ →

Tips

Shell getipt door Investtech

chart

Shell Plc zit in een stijgende trend die lijkt door te zetten. Bij een neerwaartse reactie is er steun bij de bodem van het trendkanaal. Het aandeel heeft steun rond 33.60 euro en weerstand rond 41.00 euro. Het aandeel is technisch gezien licht positief voor de middellange termijn.
Aanbeveling: Zwakke koop

ETF's

Nieuwe ETF’s van Vanguard , maar hoe duur zijn ze?

Vanguard introduceert drie nieuwe UCITS ETF’s die beleggers toegang geven tot aanvullende bouwstenen voor wereldwijd gespreide aandelenportefeuilles: de Vanguard FTSE Global All-Cap UCITS ETF, de Vanguard FTSE Global Small-Cap UCITS ETF en de Vanguard FTSE All-World ex-U.S. UCITS ETF. De ETF’s krijgen een notering aan de London Stock Exchange, Deutsche Börse, Euronext Amsterdam, Borsa Italiana en de SIX Swiss Exchange[.

Overzicht van beheerskosten, bron  selectie TradingView

DescriptionPriceTechnical rating, 1 weekBollinger Bands, 20, 1 week, LowerBollinger Bands, 20, 1 week, UpperExpense ratioAsset classFocus
VanEck Bitcoin ETN33.4 Sell29.2 43.7 1.0 CurrencyLong Bitcoin, short USD
WisdomTree Broad Commodities13.6 Buy12.6 14.5 1.0 CommoditiesBroad market
Amundi Pan Africa ETF -Acc- Capitalisation14.3 Neutral13.4 15.6 0.9 EquityTotal market
Xtrackers Physical Silver EUR Hedged ETC294.7 Neutral272.8 440.1 0.8 CommoditiesSilver
iShares Listed Private Equity UCITS ETF27.6 Neutral25.3 28.4 0.8 EquityLarge cap
iShares MSCI AC Far East ex-Japan UCITS ETF77.0 Neutral65.5 91.4 0.7 EquityTotal market
iShares MSCI Korea UCITS ETF USD (Dist)95.9 Sell71.7 139.7 0.7 EquityTotal market
iShares MSCI Turkey UCITS ETF19.3 Buy17.9 21.2 0.7 EquityTotal market
iShares MSCI Taiwan UCITS ETF154.1 Buy109.7 193.5 0.7 EquityTotal market
iShares China Large Cap UCITS ETF USD89.5 Buy81.0 93.4 0.7 EquityLarge cap
Invesco Solar Energy UCITS ETF AccumUSD23.3 Sell21.7 31.3 0.7 EquityTheme
Xtrackers MSCI KOREA UCITS ETF169.0 Sell125.9 247.2 0.7 EquityTotal market
VanEck Crypto and Blockchain Innovators UCITS ETF11.0 Sell8.9 14.3 0.7 EquityTheme
iShares MSCI South Africa UCITS ETF USD48.9 Neutral47.0 54.9 0.7 EquityTotal market
Amundi Index Solutions SICAV - Amundi Gold Miners -Ucits ETF- Distribution62.6 Neutral56.3 83.8 0.7 EquityMaterials
iShares Global Infrastructure UCITS ETF USD35.2 Buy32.6 35.5 0.7 EquityTheme
iShares MSCI Mexico Capped UCITS ETF197.0 Buy180.3 203.5 0.7 EquityTotal market
Invesco Global Clean Energy UCITS ETF AccumUSD20.7 Sell19.8 26.3 0.6 EquityTheme
Invesco Hydrogen Economy UCITS ETF Accum-USD-4.8 Neutral4.0 6.1 0.6 EquityTheme
VanEck Rare Earth and Strategic Metals UCITS ETF Accum A USD11.6 Sell11.7 18.8 0.6 EquityMaterials
iShares Developed Markets Property Yield UCITS ETF23.8 Buy20.7 23.9 0.6 EquityReal estate
iShares Asia Property Yield UCITS ETF19.7 Buy18.5 20.1 0.6 EquityReal estate
VanEck Uranium and Nuclear Technologies UCITS ETF Accum A USD43.2 Sell42.0 56.5 0.6 EquityTheme
iShares Essential Metals Producers UCITS ETF AccumUSD8.1 Sell7.6 9.9 0.6 EquityMaterials
VanEck Junior Gold Miners UCITS ETF Accum A USD79.0 Sell72.2 104.9 0.6 EquityMaterials
VanEck Defense UCITS ETF53.5 Neutral48.4 61.3 0.6 EquityTheme
VanEck Space Innovators UCITS ETF Accum A USD69.4 Sell61.0 107.7 0.6 EquityTheme
VanEck Space Innovators UCITS ETF Accum A USD69.3 Sell60.7 107.9 0.6 EquityTheme
Amundi MSCI Greece UCITS ETF -Dist-2.8 Strong buy2.2 2.9 0.6 EquityTotal market
VanEck Hydrogen Economy UCITS ETF Accum A USD7.3 Sell5.9 10.7 0.6 EquityTheme
iShares IV PLC - iShares Copper Miners UCITS ETF AccumUSD10.2 Neutral9.2 11.8 0.6 EquityMaterials
iShares Lithium & Battery Producers UCITS ETF AccumUSD6.8 Sell6.5 10.0 0.6 EquityTotal market
VanEck Gold Miners UCITS ETF Accum A USD74.6 Sell68.4 97.4 0.5 EquityMaterials
iShares Metaverse UCITS ETF USD (Acc)11.6 Buy10.3 12.5 0.5 EquityTotal market
iShares EURO STOXX Banks 30-15 UCITS ETF (DE) Accumulating Shares20.5 Strong buy14.9 21.2 0.5 EquityFinancials
Amundi BEL 20 UCITS ETF86.1 Buy74.3 90.3 0.5 EquityLarge cap
VanEck S&P Global Mining UCITS ETF A USD50.1 Neutral47.5 60.4 0.5 EquityMaterials
iShares Blockchain Technology UCITS ETF Accum Shs USD16.5 Sell13.4 21.5 0.5 EquityTheme
iShares Energy Storage & Hydrogen UCITS ETF Accum-USD10.0 Sell8.3 13.8 0.5 EquityTheme
iShares MSCI World UCITS ETF USD (Dist)89.8 Buy78.2 94.5 0.5 EquityTotal market
WisdomTree Industrial Metals16.9 Buy15.5 17.9 0.5 CommoditiesBroad market
WisdomTree Precious Metals40.5 Sell38.8 49.9 0.5 CommoditiesBroad market
Amundi Japan TOPIX UCITS ETF - Daily Hedged GBP (C)183.7 Buy159.9 192.9 0.5 EquityTotal market
Amundi Global Hydrogen UCITS ETF Parts707.8 Neutral679.9 790.8 0.5 EquityTheme
Multi Units France - Amundi EURO STOXX 50 Daily (2x) Leveraged UCITS ETF85.4 Strong buy64.3 91.7 0.4 EquityLarge cap
WisdomTree Battery Solutions UCITS ETF USD Acc40.8 Sell38.1 55.7 0.4 EquityTheme
iShares Digital Entertainment and Education UCITS ETF USD12.1 Buy8.7 13.6 0.4 EquityTheme
iShares Digitalisation UCITS ETF9.9 Buy7.8 10.4 0.4 EquityTheme
iShares EURO STOXX Mid UCITS ETF89.8 Strong buy80.2 92.3 0.4 EquityMid cap
Invesco NASDAQ Biotech UCITS ETF59.8 Buy47.7 62.1 0.4 EquityHealth care
iShares Smart City Infrastructure UCITS ETF USD9.6 Buy8.8 10.5 0.4 EquityTheme
iShares Electric Vehicles & Driving Technology UCITS ETF10.7 Neutral7.9 13.7 0.4 EquityTheme
VanEck European Equal Weight Screened UCITS ETF96.0 Buy86.2 100.0 0.4 EquityLarge cap
iShares Digital Entertainment and Education UCITS ETF USD13.8 Buy10.1 15.6 0.4 EquityTheme
iShares Smart City Infrastructure UCITS ETF AccumUSD10.2 Neutral9.4 11.3 0.4 EquityTheme
iShares Ageing Population UCITS ETF9.4 Buy7.6 9.6 0.4 EquityTotal market
iShares EURO STOXX Small UCITS ETF53.3 Buy47.4 56.0 0.4 EquitySmall cap
iShares European Property Yield UCITS ETF31.0 Buy29.3 32.3 0.4 EquityReal estate
Invesco Defence Innovation UCITS ETF AccumUSD8.9 Buy7.8 9.8 0.4 EquityTheme
VanEck Semiconductor UCITS ETF Accum A USD88.8 Buy54.4 116.2 0.4 EquityInformation technology
iShares China CNY Bond UCITS ETF USD5.7 Buy5.5 5.7 0.4 Fixed incomeInvestment grade
iShares III PLC - iShares MSCI World Small Cap CTB Enhanced ESG UCITS ETF Accum Shs USD6.9 Buy6.2 7.4 0.4 EquitySmall cap
iShares MSCI Global Semiconductors UCITS ETF AccumUSD18.5 Neutral11.7 25.5 0.4 EquityInformation technology
iShares AI Infrastructure UCITS ETF Accum USD10.1 Neutral7.0 12.7 0.4 EquityTheme
VanEck Multi-Asset Growth Allocation UCITS ETF95.1 Buy84.7 98.1 0.3 Asset allocationTarget outcome
iShares EURO STOXX Select Dividend 30 UCITS ETF (DE) Accumulating Shares8.3 Buy7.1 8.4 0.3 EquityHigh dividend yield
iShares Nasdaq 100 Top 30 UCITS ETF AccumUSD5.8 Neutral4.8 6.7 0.3 EquityLarge cap
Amundi STOXX Europe 600 Banks UCITS ETF -Acc- Capitalisation72.9 Buy54.1 75.2 0.3 EquityFinancials
VanEck World Equal Weight Screened UCITS ETF42.1 Buy36.2 44.7 0.3 EquityTotal market
VanEck AEX UCITS ETF109.5 Buy95.9 113.0 0.3 EquityLarge cap
iShares Nasdaq 100 ex-Top 30 UCITS ETF AccumUSD5.9 Buy5.1 6.4 0.3 EquitySmall cap
State Street SPDR MSCI World Industrials UCITS ETF Accum Ptg USD86.0 Strong buy76.5 88.5 0.3 EquityIndustrials
State Street SPDR MSCI World Energy UCITS ETF Accum Ptg USD64.0 Buy56.9 67.3 0.3 EquityEnergy
State Street SPDR MSCI World Materials UCITS ETF Accum Ptg USD69.5 Neutral66.1 74.0 0.3 EquityMaterials
State Street SPDR MSCI World Technology UCITS ETF Accum Ptg USD221.0 Buy170.7 254.0 0.3 EquityInformation technology
State Street SPDR MSCI World Financials UCITS ETF Accum Ptg USD91.4 Buy72.6 92.4 0.3 EquityFinancials
iShares Nasdaq 100 Top 30 UCITS ETF AccumUSD6.6 Sell5.5 7.7 0.3 EquityLarge cap
VanEck Multi-Asset Balanced Allocation UCITS ETF80.0 Strong buy73.1 81.9 0.3 Asset allocationTarget outcome
SSgA SPDR ETFs Europe II PLC - State Street SPDR MSCI World Consumer Staples UCITS ETF Accum Ptg USD48.8 Strong buy44.8 48.8 0.3 EquityConsumer staples
iShares AEX UCITS ETF108.8 Buy95.5 112.5 0.3 EquityLarge cap
State Street SPDR MSCI World Health Care UCITS ETF Accum.Ptg. USD62.2 Buy52.1 62.9 0.3 EquityHealth care
iShares MSCI China UCITS ETF AccumUSD5.6 Sell5.2 6.1 0.3 EquityTotal market
VanEck Global Real Estate UCITS ETF43.8 Strong buy37.7 43.6 0.3 EquityReal estate
iShares MSCI World Health Care Sector Advanced UCITS ETF Accum Shs USD5.1 Buy4.3 5.2 0.3 EquityHealth care
iShares MSCI World Communication Services Sector ESG UCITS ETF USD7.6 Neutral7.2 8.5 0.3 EquityCommunication services
iShares II PLC - iShares EUR High Yield Corp Bond ESG SRI UCITS ETF Accum EUR5.9 Buy5.7 6.0 0.3 Fixed incomeHigh yield
iShares MSCI World Information Technology Sector Advanced UCITS ETF USD19.3 Buy15.2 22.3 0.3 EquityInformation technology
Amundi FTSE EPRA Nareit Global -UCITS ETF DR- Capitalisation75.6 Strong buy64.9 75.8 0.2 EquityReal estate
Invesco Bloomberg Commodity UCITS ETF64.6 Buy60.6 70.1 0.2 CommoditiesBroad market
iShares MSCI Europe SRI UCITS ETF77.4 Buy67.0 80.9 0.2 EquityTotal market
iShares Global Real Estate Environmental Tilt UCITS ETF USD6.1 Buy5.5 6.2 0.2 EquityReal estate
Amundi MSCI Em Asia Shs -UCITS ETF- Capitalisation54.0 Neutral46.2 63.7 0.2 EquityTotal market
Amundi EURO STOXX 50 II UCITS ETF Act -Acc-71.8 Strong buy61.5 74.7 0.2 EquityLarge cap
Amundi MSCI EM Latin America21.2 Buy19.6 22.4 0.2 EquityTotal market
ISHARES NASDAQ 100 SWAP UCITS ETF USD6.8 Buy5.4 7.6 0.2 EquityLarge cap
iShares MSCI Japan SRI UCITS ETF USD7.3 Buy6.4 7.4 0.2 EquityTotal market
iShares MSCI EM Latin America UCITS ETF USD18.4 Buy16.9 19.8 0.2 EquityTotal market
iShares EUR Govt Bond 5-7 Year UCITS ETF141.4 Sell140.7 145.6 0.2 Fixed incomeInvestment grade
Ishares Msci World Climate Transition Aware Ucits ETF Accum- USD7.0 Buy6.1 7.3 0.2 EquityTheme
iShares EUR Govt Bond 3-7 UCITS ETF (Acc)133.7 Neutral132.3 135.0 0.2 Fixed incomeInvestment grade
iShares MSCI ACWI SRI UCITS ETF USD8.0 Neutral7.2 8.6 0.2 EquityTotal market
iShares MSCI World Consumer Discretionary Sector UCITS ETF USD8.3 Sell7.9 9.3 0.2 EquityConsumer discretionary
Amundi Index Solutions - Italy MIB ESG UCITS ETF DR128.6 Strong buy103.0 138.8 0.2 EquityLarge cap
iShares Core MSCI EM IMI UCITS ETF44.7 Neutral39.5 51.2 0.2 EquityTotal market
iShares Russell 1000 Value UCITS ETF AccumUSD42.2 Buy35.5 43.5 0.2 EquityTotal market
iShares MSCI EM UCITS ETF USD (Dist)54.5 Neutral47.9 62.7 0.2 EquityTotal market
Vanguard ESG Developed Asia Pacific All Cap UCITS ETF Accum USD-Acc9.0 Neutral7.6 10.4 0.2 EquityTotal market
Amundi Euro Government Bond 7-10Y UCITS ETF Acc169.2 Sell166.7 172.0 0.2 Fixed incomeInvestment grade
VanEck iBoxx EUR Corporates UCITS ETF16.8 Sell16.7 17.1 0.2 Fixed incomeInvestment grade
iShares II PLC - iShares USD Corp Bond ESG SRI UCITS ETF Accum USD5.2 Neutral5.2 5.3 0.2 Fixed incomeInvestment grade
SSgA SPDR ETFs Europe II Plc - S&P US Technology Select Sector152.9 Buy118.9 175.1 0.2 EquityInformation technology
VanEck iBoxx EUR Sovereign Diversified 1-10 UCITS ETF12.3 Sell12.1 12.4 0.2 Fixed incomeInvestment grade
iShares MSCI EMU Paris-AlignedClimate UCITS ETF AccumEUR7.3 Strong buy6.3 7.7 0.2 EquityTotal market
iShares EUR Govt Bond 3-5 Year UCITS ETF159.0 Sell158.2 161.3 0.2 Fixed incomeInvestment grade
Amundi ETF Govies 0-6 Months EuroMTS Inv. Gr. UCITS ETF DR126.9 Buy125.9 127.0 0.1 Fixed incomeInvestment grade
iShares Core MSCI Europe UCITS ETF EUR (Acc)104.9 Strong buy91.9 108.2 0.1 EquityTotal market
State Street SPDR STOXX Europe 600 SRI UCITS ETF Accum Unhedged EUR38.8 Strong buy33.8 40.1 0.1 EquityTotal market
Invesco Physical Gold ETC342.1 Sell328.6 405.8 0.1 CommoditiesGold
State Street SPDR MSCI World UCITS ETF Accum Shs USD45.7 Buy39.6 48.1 0.1 EquityTotal market
iShares Core MSCI Japan IMI UCITS ETF68.4 Buy60.8 73.4 0.1 EquityTotal market
iShares Core MSCI Europe UCITS ETF40.5 Buy36.0 41.7 0.1 EquityTotal market
iShares Global Aggregate Bond ESG SRI UCITS ETF Accum Hedged USD5.5 Sell5.5 5.6 0.1 Fixed incomeInvestment grade
iShares Core Global Aggregate Bond UCITS ETF Accum Hedged EUR4.9 Sell4.9 5.0 0.1 Fixed incomeInvestment grade
iShares Core EURO STOXX 50 UCITS ETF (Irl)64.8 Strong buy56.2 67.2 0.1 EquityLarge cap
iShares PLC - iShares Euro Inflation Linked Government Bond UCITS ETF AccumEUR235.9 Neutral233.0 239.3 0.1 Fixed incomeInvestment grade
Amundi Index Solutions SICAV - Euro Government Bond 25+Y72.7 Sell71.7 75.1 0.1 Fixed incomeInvestment grade
iShares USD Treasury Bond 3-7yr UCITS ETF125.5 Strong buy121.0 126.2 0.1 Fixed incomeInvestment grade
iShares Core FTSE 100 UCITS ETF GBP (Dist)12.3 Strong buy11.2 12.4 0.1 EquityLarge cap
iShares Core S&P 500 UCITS ETF USD (Dist)64.9 Buy55.8 69.0 0.1 EquityLarge cap
iShares MSCI USA UCITS ETF680.5 Buy578.5 716.8 0.1 EquityTotal market
State Street SPDR S&P 500 Leaders UCITS ETF Accum Shs USD47.3 Buy40.7 50.4 0.0 EquityLarge cap