‘ IndexIQ ’

IndexIQ expands ‘dual impact’ lineup with three new thematic equity ETFs

Oct 22nd, 2021 | By
IndexIQ expands 'dual impact' lineup with three new thematic equity ETFs

IndexIQ, a subsidiary of New York Life Investments, has expanded its ‘dual impact’ family of thematic equity strategies with the launch of three new ETFs on NYSE Arca.


IndexIQ launches active ESG core bond ETF

Jul 2nd, 2021 | By
Janelle Woodward, President of MacKay Shields

IndexIQ has launched the IQ MacKay ESG Core Plus Bond ETF (ESGB US), a new actively managed ETF on NYSE Arca designed to serve as a core holding in socially responsible fixed income portfolios.


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.


IndexIQ launches ‘Healthy Hearts’ ETF in partnership with American Heart Association

Feb 3rd, 2021 | By
IndexIQ Healthy Hearts ETF

IndexIQ has teamed up with the American Heart Association to launch the IQ Healthy Hearts ETF (HART US), a thematic ETF offering exposure to health care companies that treat cardiovascular diseases as well as firms supporting a heart-healthy lifestyle.


The pace of economic recovery outside the US

Aug 24th, 2020 | By
Sal Bruno, Chief Investment Officer at IndexIQ.

By Salvatore J. Bruno, Chief Investment Officer, IndexIQ.

The coronavirus has impacted different countries with differing severity at different times, so it stands to reason the economic recovery will move forward in different ways as well.


Water Island debuts AltShares brand with global merger arbitrage ETF

May 14th, 2020 | By
John S. Orrico, Founder and CIO of Water Island Capital.

New York-based Water Island Capital has become the latest entrant to the ETF industry with the launch of the AltShares Merger Arbitrage ETF (ARB US) on NYSE Arca. The fund harnesses the firm’s 20-years of experience in managing event-driven portfolios to provide passively managed exposure to a global merger arbitrage investment strategy. John S. Orrico, Founder and CIO of Water Island Capital, said, “We are pleased to bring Water Island’s time-tested approach to merger arbitrage investing to those interested in accessing this strategy through a passively managed ETF.”


First Trust launches actively managed merger arbitrage ETF

Feb 7th, 2020 | By
First Trust launches actively managed merger arbitrage ETF

First Trust Advisors has launched a new actively managed ETF in the US providing returns similar to those attributable to hedge funds pursuing merger arbitrage strategies. The First Trust Merger Arbitrage ETF (MARB US) has listed on NYSE Arca and comes with an expense ratio of 1.94%. Ryan Issakainen, Senior Vice President, ETF Strategist at First Trust, commented, “Since this ETF is expected to have low correlations to both stocks and bonds, we believe it will be an effective tool for investment professionals seeking to further diversify their clients’ portfolios.”


IndexIQ 2020 macro outlook: Three actionable ideas for the year ahead

Jan 18th, 2020 | By
Sal Bruno, Chief Investment Officer at IndexIQ.

By Salvatore J. Bruno, Chief Investment Officer, IndexIQ.

After what had been a tumultuous 2019, the end of the year is bringing significant progress on a number of fronts that have had investors on edge for months.


M&A: A decade of deals

Dec 2nd, 2019 | By
Merger Arbitrage ETFs

By Salvatore J. Bruno, Chief Investment Officer, IndexIQ. The past decade has been one of the most robust in the history of mergers & acquisitions, with thousands of transactions encompassing trillions of dollars. While I would love to say we saw all of this coming at the time, we had no way of knowing just what sort of decade we were about to embark upon when we brought the IQ Merger Arbitrage ETF (MNA US) to market on November 17, 2009, but planned or not, the timing has certainly been fortuitous.


SEC grants preliminary approval for semi-transparent active ETFs

Nov 15th, 2019 | By
SEC postpones ruling on VanEck bitcoin ETF until at least June

The U.S. Securities and Exchange Commission has granted preliminary exemptive relief to asset managers T. Rowe Price, Fidelity and Natixis and turnkey ETF provider Blue Tractor to offer semi-transparent exchange-traded funds. The relief paves the way for the firms to issue ETFs that employ an actively managed investment approach without being subject to a daily portfolio transparency condition.