All entries by this author
Oct 4th, 2021 |
By Guest
By Varun Raju, Team Lead, Products, and Vaibhav Agarwal, Head of Products, Indxx.
The unrelenting growth of passive investing, owing to its ease and low costs, has further galvanized index providers and fund managers to discover innovative solutions and reduce market inefficiencies.
Posted in ETF and Index News |
Comments Off on ETF rebalancing and reconstitution
Tags: Equities, ETF and Index News, ETF Industry News, Fixed Income, Themes and Strategy
Sep 7th, 2021 |
By Guest
Guilt-free investing? Josh Gregory, Founder of Sugi, explains why investors still need to be cautious.
Posted in ETF and Index News |
1 Comment »
Tags: Active ETFs, Equities, ESG & Climate, ETF and Index News, ETF Industry News, HANetf, S&P Dow Jones, Themes and Strategy
Jul 26th, 2021 |
By Guest
By Anthony Beevers, Portfolio Manager at First Trust Global Portfolios.
The Covid-19 vaccine announcement on 9 November 2020 triggered a significant factor rotation in favour of value. Given the rally that value has recently enjoyed, many will be wondering if they might have missed the boat.
Posted in Equities |
Comments Off on Think you’ve missed the value boat? Think again
Tags: Equities, ETF and Index News, ETF Industry News, First Trust, Smart Beta, Themes and Strategy, United States and Canada
Jul 15th, 2021 |
By Guest
According to Bloomberg Intelligence (BI), the decreased concentration of stocks associated with the clean energy theme within ETFs provides investors with broader and less volatile exposure. Still, warns BI, some companies like Sunworks still have close to 20% of their shares held by the ETFs so drastic price swings can still be expected.
Posted in ETF and Index News |
Comments Off on Concentration risk in clean energy ETFs still a concern, says Bloomberg Intelligence
Tags: Bloomberg Indexes, Equities, ESG & Climate, ETF and Index News, ETF Industry News, Global, iShares, S&P Dow Jones, Themes and Strategy
Jul 7th, 2021 |
By Guest
By WisdomTree.
Commodities and gold have historically been an excellent hedge for inflation.
Posted in Commodities |
Comments Off on Positioning for inflation: commodities and gold are essential hedging instruments
Tags: Commodities, ETF and Index News, ETF Industry News, ETNs and ETCs, Gold and Precious Metals, WisdomTree
Jun 4th, 2021 |
By Guest
By Fiona Boal, Head of Commodities and Real Assets, S&P Dow Jones Indices.
While the S&P GSCI’s upward momentum attenuated, high dispersion in the performance of single commodities continued, albeit with reversals among the leaders and laggards.
Posted in Commodities |
Comments Off on High levels of dispersion across the commodities complex in May
Tags: Commodities, ETF and Index News, ETF Industry News, ETNs and ETCs, Gold and Precious Metals, S&P Dow Jones
Jun 4th, 2021 |
By Guest
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.
Posted in Alternatives / Multi-Asset |
Comments Off on Bitcoin: good as gold?
Tags: Alternatives, Commodities, Currencies, ETF and Index News, ETF Industry News, MSCI, Volatility
May 28th, 2021 |
By Guest
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.
Posted in ETF and Index News |
Comments Off on Thematic ETFs are just getting started
Tags: Equities, ESG & Climate, ETF and Index News, ETF Industry News, Global X Funds, Themes and Strategy, United States and Canada
May 21st, 2021 |
By Guest
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.
Posted in Equities |
Comments Off on The pressure of the crowd: Stress testing thematic indexes
Tags: Equities, ESG & Climate, ETF and Index News, ETF Industry News, Global, MSCI, Themes and Strategy
May 21st, 2021 |
By Guest
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.
Posted in Fixed Income |
Comments Off on Finding an investment-grade edge
Tags: ETF and Index News, ETF Industry News, Fixed Income, High Income, United States and Canada