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  • Faisal Rafi
    Special Report

    Q&A: A manager selector’s perspective

    October 2021 (Magazine)

    IPE asked RisCura’s head of research, Faisal Rafi, for a perspective on the wider implications of recent events in China

  • Tiffany-Hsiao-Artisan-Partners
    Special Report

    Common prosperity reshaping equity markets

    October 2021 (Magazine)

    China’s focus is shifting to emerging industries in its drive to become a powerhouse of innovation

  • China MSCI relative to MSCI USA, 6m rate of change
    Special Report

    Commentary: A mile in Xi’s shoes

    October 2021 (Magazine)

    The shift from ‘trade war’ to ‘tech war’ between China and the US has forced China’s policy makers to deal with the country’s three key vulnerabilities 

  • Diana Choyleva
    Special Report

    Interview: Diana Choyleva

    October 2021 (Magazine)

    Diana Choyleva, chief economist at Enodo Economics, says the battle for technological supremacy between the US and China will transform the global investment map 

  • One-yuan note displaying the West Lake in Hangzhou, China
    Special Report

    Investing in China

    October 2021 (Magazine)

    Investors the world over are thinking about China, from Soros to Mr and Ms Main Street. Our contribution to this theme (written before the Evergrande story broke) looks at both private and public equity, where managers are looking to align portfolios with China’s long-term investment needs. From a manager selection perspective, boots plus portfolio managers on the ground were an essential ingredient for successful portfolio positioning ahead of the July regulatory crackdown.

  • Liang Y
    Special Report

    Private equity: Focus shift brings turmoil to market

    October 2021 (Magazine)

    China’s focus on ‘common prosperity’ is boosting the importance of ESG factors and generating new opportunities as well as risks 

  • Vincent Denoiseux, Lyxor
    Special Report

    Multi-purpose, measuring up and poised for the European mainstream

    ETF Guide (2021)

    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.

  • carlo-funk-SSGA
    Special Report

    Green ETFs: a perfect pairing or fleeting fad?

    ETF Guide (2021)

    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.

  • Special Report

    Sustainable ETFs are a pension scheme’s friend

    ETF Guide (2021)

    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.

  • Cosmo Elms LGIM
    Special Report

    Investor self-seeded ETFs: the dos and don’ts

    ETF Guide (2021)

    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.

  • ESG and ETFs – the global rotation
    Special Report

    ESG and fixed income: a new direction for ETF investors

    ETF Guide (2021)

    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.

  • Roxane Sanguinetti
    Special Report

    Index design: do your research

    ETF Guide (2021)

    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.

  • rafi-aviav-wisdomtree
    Special Report

    What the data-led technology revolution means for ETFs

    ETF Guide (2021)

     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. 

  • Fannie-Wurtz
    Special Report

    Evolution and diversification outpace consolidation

    ETF Guide (2021)

    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.

  • Amandeep Shihn_Formal1_2016
    Special Report

    Turning scale and commitment into influence

    ETF Guide (2021)

    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. 

  • Special Report

    Sustainable evolution puts index design centre stage

    ETF Guide (2021)

    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.

  • Building a carbon transition portfolio
    Special Report

    Building stronger portfolios for a low carbon world

    ETF Guide (2021)

    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. 

  • E-mini S&P 500 ESG futures quarterly average daily volume and open interest since launch
    Special Report

    ESG futures: building from a strong foundation

    ETF Guide (2021)

    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.

  • China accounts for more than half of global bonds yielding more than 2.5%
    Special Report

    China bond ETFs: the path to a new opportunity

    ETF Guide (2021)

    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.

  • 2. UCITS ETFs secondary trading volumes as % of euro IG and HY corporate bond volumes
    Special Report

    The European bond market is modernising

    ETF Guide (2021)

    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.