All ETFs Guide articles – Page 5
-
Special ReportLiquidity & Implementation: Woodford fallout renews focus on ETF risks
The recent suspension of redemptions from Neil Woodford’s Equity Income fund is a cautionary tale and one that has further sharpened the spotlight on the liquidity of mutual funds, a category that includes exchange-traded funds (ETFs).
-
Special ReportFocus on Fixed Income: The rise and rise of fixed income ETFs
When ETFs first broke up the active management party in the fallout of the financial crisis, it was equity funds that bore the brunt of the impact.
-
Special ReportFocus on Fixed Income: ETFs: the natural home for fixed income
In recent years, fixed income ETFs have been grabbing a larger slice of the ETF market as investors look to capitalise on the enhanced diversification, tradeability, price transparency and liquidity they can provide to bond portfolios. According to the latest research by Citi Business Advisory Services, fixed income ETF assets have increased at a robust 25% annual compound growth rate over the last decade, hitting more than $870bn by the end of 2018.
-
Special ReportLiquidity & Implementation: The shifting sands of index provision
As ETFs are created to track ever more specialised market exposures, competitive pressures and new regulations are impacting the complex relationships between asset managers and index providers.
-
Special Report
Implementation: Five myths about ETFs debunked
Over the years, exchange-traded funds (ETFs) have attracted their fair share of criticism from market participants, regulators and investors
-
Special ReportImplementation: The future is active
While passive ETFs continue to dominate flows, active ETFs are one of the factors that will drive further growth in the sector
-
Special Report
The market: M&A activity in European ETFs
The European ETF industry is still relatively youthful compared with its US counterpart, but already there have been significant mergers and acquisitions
-
Special Report
Factor investing & smart beta: Advances in factor-based fixed income indices
Global fixed income investors have benefited from a long bull market that began in the early 1990s
-
Special ReportFactor investing & smart beta: What’s in a name?
Many smart beta ETFs are bought with the expectation of long-term market outperformance. The factors that many are based on have been proven both academically and empirically to produce excess returns
-
Special ReportFactor investing & smart beta: The smart beta (r)evolution
The ability of stocks with certain investment characteristics to outperform the market has been well understood and documented for decades. But options of how to implement this strategy were limited
-
Special Report
ESG: Building impact and values into portfolios
Exchange-traded funds that prioritise environmental, social and governance matters have grown exponentially in popularity over the past few years
-
Special Report
ESG: Responsible investing that reduces your carbon footprint
The development of ESG indices reflects growing interest in divesting out of fossil fuel investments to address the threat posed by global warming
-
Special ReportFixed income: Consistent growth in a changing landscape
Fixed income, an asset class that historically traded over the counter, is increasingly being traded on exchange through exchange-traded funds (ETFs)
-
Special Report
Markets & regions: How commodities strategies can help investors diversify their portfolios
In the current market environment, investors are looking for asset classes that can lower overall portfolio volatility without sacrificing returns
-
Special ReportImplementation: A cost comparison of futures and ETFs
The investment management industry has seen a relentless drive to wring out costs. A good grasp of implementation cost of using different vehicles for the same strategy matters
-
Special Report
Introduction: Competition and innovation
Consolidation has been a hallmark of the ETF sector in recent years as the market continues its growth trajectory, with global assets exceeding $5.7trn
-
Special Report
ESG: Managing indices to match convictions
More and more investors know it is perfectly possible to link index management with responsible investment by choosing an index fund or an ETF
-
Special ReportNew frontiers: Getting to grips with cryptocurrencies
For institutional investors and asset managers, crypto-currencies pose a triple dilemma
-
Special Report
The market: ETF products and the current market
As the present elongated bull run is beginning to make some market participants nervous, investors should assess which ETF products could help them navigate changing market conditions
-
Special Report
Implementation: A liquid diet for trustees
The balancing act of locking assets up whilst retaining enough liquidity to meet member benefits, if done correctly, can improve the returns generated from a scheme’s asset allocation
