All entries by this author

Position for rates, reflation and reopening

Apr 21st, 2021 | By
Position for rates, reflation and reopening

By Anqi Dong, Senior Research Strategist at State Street Global Advisors.

In a reflationary regime shift with a favorable economic outlook, we see three industry opportunities that may benefit – banks, metals and mining, and retail.


Are we in a commodity supercycle?

Apr 21st, 2021 | By
UBS launches sustainable commodities ETF

By Mobeen Tahir, Associate Director, Research at WisdomTree.

The notion of a commodity supercycle is exciting for commodity investors. The term supercycle is used for a bull run that may extend for many years.


Aluminium’s surge fuelled by fundamentals

Apr 14th, 2021 | By
Aluminium’s surge fuelled by fundamentals

By Mobeen Tahir, Associate Director of Research at WisdomTree.

Strong fundamentals have driven aluminium prices in recent weeks. Can the rally be sustained going forward?


Fortify your 40% with emerging markets bonds

Apr 12th, 2021 | By
Fran Rodilosso, Portfolio Manager, Head of Fixed Income ETF Portfolio Management at VanEck.

By Fran Rodilosso, Head of Fixed Income ETF Portfolio Management at VanEck.

Emerging market bonds historically do well in rising rate environments—particularly when rates rise due to higher growth prospects rather than a taper tantrum.


Is now the time for sector investing?

Apr 6th, 2021 | By
Matthew J Bartolini, Head of SPDR Americas Research

By Matthew J Bartolini, Head of SPDR Americas Research at State Street Global Advisors.

The current market environment appears highly conducive to sector investing based on two variables: correlation and dispersion.


A quiet end to a strong quarter for commodities

Apr 5th, 2021 | By

By Fiona Boal, Head of Commodities and Real Assets, S&P Dow Jones Indices.

Despite giving up some of its recent gains in March, the S&P GSCI rose 13.5% in Q1 2021.


Replication: a simple solution to the hedge fund fee conundrum

Mar 29th, 2021 | By
Replication: a simple solution to the hedge fund fee conundrum

The great hedge fund fee debate is arguably asset management’s Gordian Knot – on the surface an intractable problem, but one that may have a relatively simple solution for allocators and institutions. 


Active semi-transparent ETFs: Ready to launch?

Mar 24th, 2021 | By
Matthew Schiffman, principal for Distribution Insight, Broadridge Financial Solutions.

By Matthew Schiffman, Principal, Distribution Insight at Broadridge.

Creating an effective go-to-market strategy requires data and insight.


Bitcoin and the Planet

Mar 23rd, 2021 | By
Europe’s largest bitcoin ETP goes carbon neutral

By Will Peck, Head of Strategy & Emerging Technologies at WisdomTree.

How should investors who are concerned about ESG issues think about bitcoin.


Targeting leisure and entertainment in the re-opening economy

Mar 17th, 2021 | By
Invesco leisure and entertainment etf

By Rene Reyna, Head of Thematic ETFs and Specialty Products, Invesco US.

The leisure and entertainment sector could offer investors a unique way to play the economic re-opening.