Archive for January 2017
Jan 12th, 2017 |
By Rachael Revesz
In the world of Donald Trump’s post-truth politics, one fact remains undisputed: Russian equity ETFs have performed well in 2016 and analysts expect this performance to continue this year. The bounce back of crude oil prices and the olive branch from the US President-elect to Russian President Vladimir Putin helped the widely-followed MICEX Index to rise 27.6% during 2016 in Russian rouble terms, compared to a fall of 6.7% in the MSCI Emerging Markets Index over the same period. European investors may gain access to Russian equities through ETFs provided by Lyxor, iShares, Deutsche Asset Management, ComStage, RBS and HSBC.
Posted in Equities |
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Tags: Commodities, DWS Xtrackers, Emerging and Frontier, Equities, ETF and Index News, ETF Industry News, HSBC, iShares, Lyxor, MSCI, Themes and Strategy
Jan 12th, 2017 |
By James Lord, CFA
Assets invested in ETFs and ETPs listed globally reached a new record high of $3.546tn at the end of 2016 passing the prior record of $3.444tn set at the end of November 2016, according to ETF industry consultant ETFGI. ETFs/ETPs listed globally gathered a record $389.3bn in net inflows, surpassing the prior record of $372.3bn gathered in 2015. Equity ETFs/ETPs gathered the largest net inflows for the year with $231.9bn while fixed income and commodity ETFs/ETPs set new yearly records of $111.6bn and $30.8bn respectively.
Posted in ETF and Index News |
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Tags: Commodities, Equities, ETF and Index News, ETF Industry News, ETFGI, Fixed Income, Global, iShares, SSGA SPDR, Themes and Strategy, Vanguard
Jan 12th, 2017 |
By James Lord, CFA
ALPS Advisors, in collaboration with investment advisory firm Dorsey, Wright & Associates (DWA), has launched the ALPS Dorsey Wright Sector Momentum ETF (Nasdaq: SWIN), designed to capture the returns attributable to momentum investing at both the sector and stock level in the US market. The fund is not the first to harness the DWA relative strength methodology and will compete with ETFs from Invesco PowerShares and First Trust.
Posted in Equities |
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Tags: Dorsey Wright & Associates (DWA), Equities, ETF and Index News, ETF Industry News, ETF Launch, First Trust, Invesco, Nasdaq OMX Indexes, Smart Beta, Themes and Strategy, United States and Canada
Jan 12th, 2017 |
By James Lord, CFA
UBS Global Asset Management has cross-listed the UBS Barclays TIPS 10+ UCITS ETF (UIMB) on Deutsche Börse’s Xetra and Frankfurt exchanges. The fund tracks the Barclays Capital US Government 10+ Year Inflation-Linked Bond Index, providing exposure to US Treasury Inflation-Protected Securities (TIPS) with a minimum term of 10 years. Andrew Walsh, Head of UBS ETF Sales UK & Ireland, commented: “[With this] ETF our clients our able to protect long-term purchasing power and gain access to an asset class that compounds the real rate of return.”
Posted in Fixed Income |
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Tags: Barclays, ETF and Index News, ETF Industry News, ETF Launch, Fixed Income, iShares, SSGA SPDR, UBS
Jan 12th, 2017 |
By Rachael Revesz
US sector ETFs that invest in telecommunications and technology stocks are at risk after Donald Trump has opposed the $85.4bn deal to merge US telecom giant AT&T Inc and media behemoth Time Warner Inc. The US President-elect has described the merger as a “bad deal” leading to the shares of AT&T and Time Warner falling by 3.1% and 3.8% respectively on the day of the announcement. The firms’ equities had previously rallied around 10% since the election. Telecoms ETFs listed in Europe from Deutsche Asset Management and Lyxor hold almost 25% in AT&T.
Posted in Equities |
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Tags: DWS Xtrackers, Equities, ETF and Index News, ETF Industry News, Lyxor, Themes and Strategy, United States and Canada
Jan 11th, 2017 |
By James Lord, CFA
Beaumont Capital Management, has launched the BCM Dynamic Global Fixed Income strategy, a smart beta investment solution seeking opportunities in a universe of fixed income ETFs based on bond market volatility. Dave Haviland, Beaumont Capital Management’s Managing Partner, said: “More than ever, investors need the same benefits of tactical management in their fixed income portfolio as they do for their equity investments.”
Posted in Fixed Income |
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Tags: ETF and Index News, ETF Industry News, Fixed Income, Global, High Yield, United States and Canada
Jan 11th, 2017 |
By James Lord, CFA
Nutmeg has launched a new investment range of fixed allocation portfolios, becoming the first digital investment firm to offer both a fixed allocation product and a managed portfolio service. For an annual fee of 0.45%, or 0.25% for investments above £100,000, investors will receive a globally diversified portfolio constructed exclusively with ETFs, with free dividend reinvestment, automated rebalancing, and no extra or hidden costs. Martin Stead, CEO of Nutmeg, commented: “Our new fixed allocation portfolios will particularly appeal to experienced investors with a long-term mind-set.”
Posted in ETF and Index News |
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Tags: Equities, ETF and Index News, ETF Industry News, Fixed Income, Global, Themes and Strategy
Jan 9th, 2017 |
By James Lord, CFA
Canada-headquartered investment research firm BCA Research has launched Global ETF Strategy, a new service that harnesses its thematic top-down macro research to provide greater analysis of a wide range of US-listed ETFs in terms of cost, liquidity, and efficiency, as well as portfolio risk profile.
Posted in ETF and Index News |
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Tags: Equities, ETF and Index News, ETF Industry News, Global, United States and Canada
Jan 5th, 2017 |
By James Lord, CFA
Guggenheim Investments has placed 16 ETFs on E*TRADE’s commission-free trading platform including the $11.8bn Guggenheim S&P 500 Equal Weight ETF (NYSE: RSP). William Belden, Managing Director and Head of ETF Product Development at Guggenheim Investments, commented: “Guggenheim’s participation in E*TRADE’s Commission-Free ETF platform underscores our ongoing commitment to providing investors access to innovative solutions through our distinctive ETF product line. Equal weight strategies represent an alternative to traditional cap-weighted strategies, which have several potential drawbacks.”
Posted in ETF and Index News |
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Tags: Emerging and Frontier, Equities, ETF and Index News, ETF Industry News, Guggenheim, S&P Dow Jones, Smart Beta, United States and Canada
Jan 4th, 2017 |
By George Watson
Charles Schwab has announced that Schwab ETF OneSource is adding 12 more ETFs to its line up, allowing investors to trade a total of 228 ETFs without paying any commission, enrolment chanrges or early redemption fees. Heather Fischer, Vice President of ETF Platform Management at Charles Schwab, commented: “Schwab ETF OneSource is growing in every way – we’ve added to both our provider and fund ranks in the last year, and continue to offer investors of all sizes the most choice when it comes to commission-free ETFs.”
Posted in ETF and Index News |
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Tags: Charles Schwab, Equities, ETF and Index News, ETF Industry News, Global, Guggenheim, Oppenheimer Funds, SSGA SPDR, United States and Canada, WisdomTree