All entries by this author

Bitcoin: good as gold?

Jun 4th, 2021 | By
21Shares combines bitcoin and gold in new ETP

By Daniel Barrera, Senior Associate, MSCI Research, and Simon Minovitsky, Vice President, Equity Research Team, MSCI.

During inflationary periods, equity investors, historically, have turned to gold as a hedge and diversifier. As the issue of inflation becomes more pressing, we ask whether cryptocurrencies, such as Bitcoin, could have played a similar role.

Thematic ETFs are just getting started

May 28th, 2021 | By

By Rahul Sen Sharma, Managing Partner, and Varun Raju, Senior Analyst Index Research at Indxx.

Thematic ETFs, with an agenda to achieve value over the long term, have necessitated the birth of funds with far sights on the future.

The pressure of the crowd: Stress testing thematic indexes

May 21st, 2021 | By
The pressure of the crowd: Stress testing thematic indexes

By Anil Rao, Executive Director, Equity Solutions Research, and Thomas Verbraken, Executive Director, MSCI Research at MSCI.

Some investors may be concerned about crowding within the fast-growing thematic-investing segment. Using MSCI’s stock-crowding model, we identify crowded themes and run stress tests to understand how they might respond to an equity sell-off.

Finding an investment-grade edge

May 21st, 2021 | By
William Sokol, Director of Product Management at VanEck

By William Sokol, Senior ETF Product Manager at VanEck.

Corporate bond investors are faced with a challenge in the current environment: sacrifice income or take more risk.

Getting in on global luxury

May 21st, 2021 | By
Getting in on global luxury

By the research team at Amundi Asset Management.

The global luxury goods industry represents an attractive opportunity for investors seeking long-term, structural growth.

Cleaning up ETF ESG greenwashing

May 20th, 2021 | By
Cleaning up ETF ESG Greenwashing

By Shaheen Contractor, ESG Analyst, Bloomberg Intelligence.

ESG ETF assets hit $218bn last year as the number of funds grew and asset managers launched new funds to capitalize on the growth in the market. However, even though ESG factors have become a major influence in the market, it is still difficult for investors to understand what exactly ESG ETFs offer.

Are you being left behind? Institutions are not waiting on MSCI China A-share inclusion

May 19th, 2021 | By
Luke Oliver, Head of Strategy at KraneShares.

By Luke Oliver, Head of Strategy at KraneShares.

MSCI has not increased the inclusion factor of China A-shares in its indexes since November 2019. While the global index provider is taking a measured approach to inclusion, financial institutions are proceeding more ambitiously.

The case for combining fallen angels and low volatility high yield

May 12th, 2021 | By
The case for combining fallen angels and low volatility high yield

By Salvatore J. Bruno, Chief Investment Officer; and Kelly Ye, Director of Research at IndexIQ.

The past year saw high yield bonds rally strongly in the wake of March’s Covid-driven selloff as growth rebounded and a widely expected wave of corporate bankruptcies failed to materialize.

How to leverage thematic investments in existing portfolios?

May 11th, 2021 | By
The Future Fund debuts active secular growth ETF

By Pierre Debru, Director of Research at WisdomTree.

Whether thematic investments are used tactically or strategically, investors’ portfolio allocation should be able to accommodate them efficiently.

Energy prices rise in the wake of Colonial cyberattack

May 11th, 2021 | By
Aneeka Gupta, Associate Director of Research, WisdomTree.

By Aneeka Gupta, Director of Research at WisdomTree.

Colonial Pipeline Co., a supplier of gasoline, diesel, and jet fuel to the eastern US, was forced to halt operations on Friday owing to a ransomware attack that affected some of its IT systems.