Martin Hurst
Director, Marketing Research & Communications IPE International Publishers Ltd
Contact info
- Email:
- martin.hurst@ipe.com
Special ReportClass actions by European investors on the rise in the name of good governance and fiduciary duty
Deepwater Horizon, Volkswagen (Dieselgate), Wirecard, Silcon Valley Bank and Credit Suisse are recent, high-profile examples of corporate wrong doing resulting in losses for investors. As stewards of retirement savings and guardians of beneficiaries’ interests, it is only natural that pension funds should scrutinise the investments they are making – or outsourcing to asset managers to make – on their members’ behalf. This is a central plank of fiduciary duty.
Special ReportETFs Guide 2023: Innovation challenges concentration as investors spread their ETF wings
ETFs’ steep upward trajectory continues, driven, as industry participants note, by their low cost, simplicity, and flexibility as an allocation tool. Globally the value of assets invested in ETFs, some $10.7trn (€10trn) at the end of August 2023, is 17.5% higher than at the same point in 2022, according to consultancy ETFGI. In Europe the increase was greater, at 20.8%, but from a much smaller base, with total investment in ETFs now standing at $1.7trn, with the lower take-up still being attributed to less favourable tax treatment.
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.
Special ReportIPE ETF Investor Survey 2022
IPE’s first survey of investors focusing specifically on ETFs, conducted between mid-July and mid-August 2022, drew responses from institutional investors across nine European jurisdictions, of which 24% were invested in ETFs. Respondents were located in Belgium, Denmark, Germany, Italy the Netherlands, Portugal, Spain, Sweden and the UK.
Special ReportETFs Guide 2021: A story of scale, scope and sophistication
In tandem with continued strong inflows, which you will see illustrated in granular detail in the data supplied by research and consultancy firm ETFGI at the back of this year’s ETF Guide, the scope of ETFs’ role is broadening with the adoption of what one asset manager describes as a ‘whole portfolio’ approach.
Special ReportVersatile and resilient on the path to maturity
The ETF market continues its penetration across asset classes beyond equities, its traditional area of activity: According to data from ETFGI, fixed income ETFs account for the largest proportion of net new assets for the second year running and now represent 20% of the market, while commodities ETFs grew 30% in value in the year to July.
