Archive for October 2017
Oct 20th, 2017 |
By James Lord, CFA
Assets invested in smart beta equity ETFs listed globally have increased 21.9% in the first nine months of the year to reach a new record high of $644 billion at the end of September, according to London-based ETF industry consultant ETFGI.
Posted in ETF and Index News |
Comments Off on Global smart beta ETF assets reach record high
Tags: Equities, ETF and Index News, ETF Industry News, ETFGI, Global, Smart Beta
Oct 19th, 2017 |
By George Watson
Franklin Templeton has added to its line-up of Europe-listed ETFs with the launch of the Franklin Templeton LibertyQ Emerging Markets UCITS ETF, tracking the performance of large- and mid-cap emerging markets stocks selected using a multi-factor approach. Vivek Kudva, head of EMEA and India at Franklin Templeton, said, “We think this new strategy can be utilised as a strategic and long-term allocation for those investors looking for an alternative way of accessing emerging markets as part of their diversified portfolio.”
Posted in Equities |
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Tags: Emerging and Frontier, Equities, ETF and Index News, ETF Industry News, ETF Launch, Franklin Templeton, High Income, Invesco, iShares, Lyxor, MSCI, Smart Beta, Volatility
Oct 19th, 2017 |
By James Lord, CFA
BNP Paribas has launched a new ETF offering exposure to the European high yield credit market while hedging against market downturns through the use of a protective put strategy.
Posted in Fixed Income |
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Tags: ETF and Index News, ETF Industry News, ETF Launch, Europe, Fixed Income, High Yield, Themes and Strategy, United Kingdom
Oct 19th, 2017 |
By George Watson
Sell-side research and brokerage firm Bernstein has waded into the ETF market with the launch of a pair of equity ETFs tracking global or US stocks selected based on the firm’s own proprietary research. Robert van Brugge, chairman and CEO of Bernstein said, “With these ETFs, investors can assess our insights directly at a competitive price and in a convenient format.”
Posted in Equities |
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Tags: Equities, ETF and Index News, ETF Industry News, ETF Launch, Global, MSCI, S&P Dow Jones, Smart Beta, United States and Canada
Oct 19th, 2017 |
By George Watson
Investors in ETFs that track the Dow Jones Industrial Average (DJIA) have enjoyed a year of incredibly strong performance and were again celebrating as the index closed over 23,000 for the first time on 18 October 2017. The index, which celebrated its 120-year anniversary in 2016, has risen 30.4% in the 12 months to 18 October compared to the 21.9% returned by the S&P 500 Index over the same time period.
Posted in Equities |
Comments Off on Boost for Dow ETFs as index passes 23,000
Tags: Equities, ETF and Index News, ETF Industry News, iShares, Lyxor, S&P Dow Jones, United States and Canada
Oct 19th, 2017 |
By James Lord, CFA
Iowa-headquartered Principal Financial has rolled out two new single factor ETFs, expanding the firm’s smart beta line-up of funds. The new launches target large- and mid-cap US equities with strong value and momentum characteristics.
Posted in ETF and Index News |
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Tags: Equities, ETF and Index News, ETF Industry News, ETF Launch, Nasdaq OMX Indexes, Smart Beta, United States and Canada, Volatility
Oct 19th, 2017 |
By James Lord, CFA
IndexIQ has begun its foray into the actively managed ETF space with the launch of two new funds targeting the municipal bond market. Salvatore Bruno, IndexIQ CIO, said: “We expect that these new products will allow more investors to gain the benefits of exposure to this complex, yet important, sector of the bond market.”
Posted in Fixed Income |
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Tags: Active ETFs, ETF and Index News, ETF Industry News, ETF Launch, Fixed Income, IndexIQ, United States and Canada
Oct 19th, 2017 |
By James Lord, CFA
Automated wealth management company Moneyfarm has announced it is to introduce charges to all investors, abandoning its previous scheme where portfolios below £10,000 or above £1 million in invested assets were exempt from fees. The firm said it has initiated the new pricing structure to bring the firm in line with other robo-advisers.
Posted in ETF and Index News |
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Tags: ETF and Index News, ETF Industry News, Global, Themes and Strategy, United Kingdom
Oct 19th, 2017 |
By Guest
By Richard Turnill, global chief investment strategist at BlackRock.
China’s growth is set to cool in 2018 after a surprisingly strong year while economic risks are rising, thinks Richard Turnill, Global Chief Investment Strategist at BlackRock.
Posted in ETF and Index News |
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Tags: Asia Pacific, China, Emerging and Frontier, Equities, ETF and Index News, iShares
Oct 19th, 2017 |
By James Lord, CFA
Virtus ETF Solutions has launched a new global multi-factor ETF – the Virtus WMC Global Factor Opportunities ETF (NYSE Arca: VGFO), sub-advised by Wellington Management. William J. Smalley, head of product strategy and management, Virtus ETF Solutions, said: “The dynamic, multi-factor approach combines the benefits of smart beta and active risk management, representing the next generation of factor investing.”
Posted in Equities |
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Tags: Active ETFs, Equities, ETF and Index News, ETF Industry News, ETF Launch, Global, Smart Beta, Themes and Strategy, United States and Canada