All ETFs articles – Page 3
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Special ReportETFs Guide 2022: Better tax treatment could prompt European ETF takeoff
First the good news: Globally, investment in ETFs continues to surge, with the first half of 2022 seeing the second highest inflows on record. The flexibility and ease of access they offer helped them play an instrumental role achieving the highest volume fixed income trading day being recorded in June, as $58bn of assets were moved from EM debt and high yield into government bonds (see p7). This helped cement ETFs’ position as an essential tool of the fixed income ecosystem.
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NewsNew thematic ETFs seen increasingly as active investment vehicles
Investors also keen to see more focus on social issues, according to poll
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NewsThermal coal mining bond in ESG ETF but now sold, data coverage rectified
Bond was issued by SPV that was initially not linked to the parent, Siberian Coal Energy JSC
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NewsBlackRock: Institutions to help drive global bond ETFs to $5trn by 2030
Asset manager upgrades forecast ‘despite the most challenging fixed income market in decades’
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NewsVarma gains €300m exposure to low-emission Japanese stocks via tailored ETF
Finnish pensions firm seeds Nomura-run exchange-traded fund amid low availability of ESG ETFs in Japan
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NewsAmundi sets out post-Lyxor acquisition AUM aims
Lyxor is now a subsidiary of Amundi and in a second phase will be merged into Amundi
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Special ReportMulti-purpose, measuring up and poised for the European mainstream
As the world economy emerges from COVID-19, the relentless rise of ETFs continues. Assets invested in ETFs and ETPs listed globally reached a record $9.35trn (€7.94trn) at the end of June 2021, with year-to-date net inflows at a record $660.7bn, according to research firm and consultancy ETFGI.
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Special ReportGreen ETFs: a perfect pairing or fleeting fad?
Sustainable investing is here to stay. What was once a set of niche strategies for environmentally conscious investors is now an industry expected to hold a third of global assets by 2025, according to Bloomberg analysis.
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Special Report
Sustainable ETFs are a pension scheme’s friend
Pension fund trustees already face myriad challenges and, today, most schemes face a timeline for compliance with various climate and ESG regulations, which vary by country, scheme type and scheme size. Meanwhile, the intensifying spotlight being shone by scheme members on areas like climate, diversity and stewardship will continue to pave the direction of travel.
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Special ReportInvestor self-seeded ETFs: the dos and don’ts
Two of Finland’s biggest pension firms – Varma and Ilmarinen – have initiated the launch of several ESG-themed ETFs over the past few years. In April this year, Ilmarinen announced it was investing €170m in the new AXA WF US high yield low carbon bonds fund, which focuses particularly on the carbon and water intensity scores of issuers, acting as a seed investor for the fund launch.
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Special ReportESG and fixed income: a new direction for ETF investors
Fixed income has long lagged equities in the environmental, social and governance (ESG) investing space, but we are at a turning point in ESG investing in corporate bonds, for both active and passive management. Rising demand for ESG debt is leading to the development of a rapidly expanding range of fixed income solutions. As increasingly socially conscious investors re-evaluate their asset allocations, fixed income exchange-traded funds (ETFs) present an opportunity for the reshaping of portfolios.
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Special ReportIndex design: do your research
Thematic exchange-traded funds (ETFs) are not new but over the past year those with a sustainability and technology slant have captured the imagination. Inflows have surged but investors are advised to be vigilant and judiciously examine the index construction and approach. As past events have shown, it is too easy to be caught off guard by rebalancing or by stocks that may not fit the bill.
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Special ReportWhat the data-led technology revolution means for ETFs
Since launching in the early 1990s, ETFs have had a considerable impact on the investment landscape, providing a low-cost, simple alternative to mutual funds.
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Special ReportEvolution and diversification outpace consolidation
Asset manager consolidation had a direct impact on the European ETF market this year when Amundi announced its acquisition of Lyxor. This will merge the two largest French providers of these product ranges.
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Special ReportTurning scale and commitment into influence
The popularity of passive strategies such as ETFs among institutional investors might at first sight appear inconsistent with the role of asset owners as effective corporate stewards. The reality is that passive does not equate to a lack of interest or influence.
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Special Report
Sustainable evolution puts index design centre stage
As the growth in sustainable investing continues to gather pace, index-based solutions have become popular with investors as a simple, low-cost and transparent way to implement sustainable strategies.
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Special ReportBuilding stronger portfolios for a low carbon world
Limiting further global warming will require less fossil fuel use and an increase in the production and use of greener forms of energy. As the world transitions to a low carbon economy, investors need to prepare their portfolios to manage the risks and capitalise on the opportunities that are being created across all markets, sectors and regions.
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Special ReportESG futures: building from a strong foundation
Environment, social and governance (ESG) criteria have moved to the forefront of fund managers’ decisions, meaning that risk, reward and sustainability are now the three key considerations when investing.
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Special ReportChina bond ETFs: the path to a new opportunity
Historically, investors outside of China have struggled to access the country’s full range of unique investment opportunities. But this story is changing as policymakers seek to liberalise Chinese stock and bond markets to allow greater access to onshore Chinese investments.
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Special ReportThe European bond market is modernising
The European bond market is modernising at a rapid pace, and fixed income exchange-traded funds (ETFs) are playing a crucial role in driving this progress. ETF liquidity, price transparency and versatility are propelling many of the developments we see in the market today and are supporting a more robust and structured bond ecosystem.
