Cameron Blanks from Pacific Equity Partners speaks to James Dunn at The Inside Network’s Alternatives Symposium in Melbourne on looking through the cycles and catalysing growth. The Inside Adviser
Duncan Farley from RBC Bluebay Asset Management speaks to Giselle Roux at The Inside Network’s Alternatives Symposium in Melbourne on macro trends that matter more. The Inside Adviser
ETFS Semiconductor ETF
Semiconductors, or microchips, are like the brains that enable electronic devices – from televisions to phones to computers – to function. They are so ubiquitous that, like windows or doors, we can just forget they are there. However, the ongoing semiconductor shortage, which has increased wait times for some semiconductors to 18 weeks as of June 2021 according to Bloomberg1, has raised the visibility of this crucial sector. The shortage has put a rocket on the share prices of major chip makers and highlighted the investment case for semiconductors.
