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Active ETF Insights: The Japanese & European banks opportunity


In this video, Nader Naeimi, Head of Dynamic Markets at AMP Capital, analyses the performance of European and Japanese banks and the investment opportunities they might present in a rising interest rate environment.

 
  • Globally, the banking sector has been under pressure due to zero interest rate policies and bond yields progressively declining.
  • Japanese and European banks represent a significant investment opportunity as they have experienced these problems most acutely.
  • In both markets, price-to-book valuations are currently well below 1, yet there are clear signals that we have likely seen the lows of bond yields and interest rates; offering a strong environment for banks to benefit and outperform.
  • DMKT is taking advantage of these opportunities by investing in Nomura NF Topix-17 Banks ETF (JPY) and LYX ETF EURSTX600 BANKS (EUR).
  • The JPY and EUR currency exposures are managed separately to reduce the risk that gains from the underlying exposures are lost on unmanaged currency exposures.
  • Investing in DMKT provides clients with the flexibility to take advantage of global opportunities as they arise.


For more information on DMKT view this page or request a call.

 

This website has been prepared by AMP Capital Investors Ltd (ABN 59 001 777 591, AFSL 232497) (“AMP Capital”). BetaShares Capital Ltd (ACN 139 566 868, AFSL 341181 ("BetaShares") is the responsible entity and the issuer of units in the AMP CAPITAL DYNAMIC MARKETS FUND (HEDGE FUND) (“Fund”). AMP Capital is the investment manager of the Fund and has been appointed by the responsible entity to provide investment management and associated services in respect of the Fund. Investors should consider the Product Disclosure Statement (PDS) for the relevant Fund before making any decision regarding the Fund. The PDS contains important information about investing in each Fund and it is important investors read the PDS before making a decision about whether to acquire, continue to hold or dispose of units in the Fund. Neither BetaShares, AMP Capital, nor any other company in the AMP Group guarantees the repayment of capital or the performance of any product or any particular rate of return referred to in this information. Past performance is not a reliable indicator of future performance. While every care has been taken in the preparation of this information, BetaShares and AMP Capital make no representation or warranty as to the accuracy or completeness of any statement in it including without limitation, any forecasts. This content has been prepared for the purpose of providing general information, without taking account of any particular investor’s objectives, financial situation or needs. Investors should, before making any investment decisions, consider the appropriateness of this information, and seek professional advice, having regard to their objectives, financial situation and needs.

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