All entries by this author

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
Dimensional unveils sustainable multi-factor global bond ETF

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
Tabula unveils world’s first Paris-aligned fallen angels ETF

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.


Commodities burst higher in April

May 5th, 2021 | By
Jim Wiederhold, Associate Director, Commodities and Real Assets at S&P Dow Jones Indices.

By Jim Wiederhold, Associate Director, Commodities and Real Assets at S&P Dow Jones Indices.

Several commodities made new all-time highs, as the global economy reflated, consumer confidence hit pre-pandemic highs, and housing prices in the US jumped the most in 15 years.


Corn reaping the benefits of Chinese demand

Apr 28th, 2021 | By
Corn reaping the benefits of Chinese demand

By Aneeka Gupta, Director of Research at WisdomTree.

Corn has had a strong run over the past year, and we expect strong fundamentals coupled with improving sentiment to continue to support its upward trajectory.


The view of US investment-grade credit from Europe

Apr 28th, 2021 | By
SSGA slashes fee on emerging markets equity ETF

By the ETF research team at State Street Global Advisors.

Investment-grade credit was the darling of investors in 2020. Dramatically wider spreads to government bonds, following the March sell-off, coupled with a central bank backstop made IG credit an easy investment choice.


Regime change takes root in Factorland

Apr 22nd, 2021 | By
Burney debuts active US factor rotation ETF

By FTSE Russell.

The rotation away from pricey defensive factors (notably Quality) into their cyclically sensitive counterparts (led by Value) went into overdrive in Q1 2021 as markets recalibrated expectations for a quicker post-crisis economic recovery.