In our weekly publication series we monitor trends in a pool of more than 40 ETF equity themes. Every week we focus on one themes which have moved the most in the previous week relative to its usual trading pattern and volatility, and we provide an unbiased sample of companies within the theme. This week we describe the theme which has gained the most interest, measured by last week’s trading volume relative to the usual trading volume.
A slightly softer than expected US CPI number for October last week seemed to convince investors that inflation is slowly slowing down in the US. The subsequent drop in the yields and the dollar gave gold and other metals a major boost last week, and this of course also had an impact on those involved in gold mining.
The list below illustrates 10 different companies within the theme. They are spanning a broad area of the theme and is intended as an inspirational list only: