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Latin America ’
Oct 27th, 2013 |
By Simon Smith, CFA
In this column I’d like to introduce what I rather inelegantly call the “linear link challenge”. In the real world of investing, pure ideas and strategies end up becoming horribly messy – we see a trend or a process at work and we try and find some way of ‘playing’ that via basket of shares or a fund. Cue the linear challenge. Is there actually a direct link between that process or change (i.e. investment theme) and an actual, easy-to-buy fund or group of shares? If there isn’t, we’re forced to rely on indirect ‘surrogates’ to make our play.
Posted in ETF and Index News |
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Tags: Asia Pacific, China, Equities, First Trust, Global X Funds, Latin America, Themes and Strategy
Oct 23rd, 2013 |
By Simon Smith, CFA
S&P Dow Jones has licensed the S&P MILA 40 Index, an index tracking 40 of the largest stocks on Latin America’s MILA platform, to Horizons ETFs Group to serve as the basis for an exchange-traded fund listed in Colombia. The ETF, known locally as the Fondo Bursátil Horizons MILA 40 de S&P (HMILA40), will be listed on the Bolsa de Valores de Colombia (BVC) and will be the first Andean equity-focused ETF available in Colombia.
Posted in Equities |
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Tags: Emerging and Frontier, Equities, ETF and Index News, ETF Industry News, ETF Launch, Horizons, Latin America, S&P Dow Jones
Sep 11th, 2013 |
By Simon Smith, CFA
Clients of Barclays Stockbrokers are continuing to favour UK-focused ETFs, according to new analysis from the UK’s largest execution-only retail broker. Data for August 2013 revealed the iShares FTSE 100 UCITS ETF (Inc) (ISF) was the most traded ETF by clients of the broker for the month. The fund has now been the top purchased ETF by Barclays clients for fourteen weeks in a row. The data also revealed the UK was a popular region among investors, with 27% of all client ETF purchases being focused on the UK.
Posted in Equities |
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Tags: DWS Xtrackers, Emerging and Frontier, Equities, ETF Industry News, Europe, Fixed Income, FTSE, iShares, Latin America, MSCI, United Kingdom, United States and Canada, Vanguard
Sep 11th, 2013 |
By Simon Smith, CFA
United States Commodity Funds, a US-based provider of commodity-focused exchange-traded funds, has cross-listed five products on the Mexican Stock Exchange, or Bolsa Mexicana de Valores. They are the United States Oil Fund (USO), the United States Natural Gas Fund (UNG), the United States 12 Month Oil Fund (USL), the United States Gasoline Fund (UGA) and the United States Commodity Index Fund (USCI).
Posted in Commodities |
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Tags: Commodities, ETF Industry News, ETF Launch, ETNs and ETCs, First Trust, Invesco, iShares, Latin America, US Commodity Funds, VanEck Vectors, WisdomTree
Aug 4th, 2013 |
By Simon Smith, CFA
Index giant S&P Dow Jones Indices has added to its expanding equity income offering with the launch of the S&P Brazil Dividend Indices, a new family of indices tracking the performance of dividend-paying securities focused on the Brazilian market. The index family is composed of three different indices offering a range of exposures from dividend stability to pure high yield to small- and mid-cap stocks.
Posted in Equities |
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Tags: EG Shares, Emerging and Frontier, Equities, ETF and Index News, High Income, Latin America, S&P Dow Jones
Jun 21st, 2013 |
By Simon Smith, CFA
iShares, the world’s largest manager of exchange-traded funds (ETFs), has launched the iShares MSCI Colombia Capped ETF (ICOL), a new fund providing targeted exposure to Colombian stocks. The fund, listed on the NYSE Arca, tracks the MSCI All Colombia Capped Index, a broad-market index measuring the performance of companies that are headquartered or listed in Colombia and have the majority of their operations based there. The fund complements iShares’ existing LatAm line-up, which includes products linked to Brazil, Mexico, Chile, Peru and the region.
Posted in Equities |
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Tags: Amundi, DWS Xtrackers, Emerging and Frontier, Equities, ETF Industry News, ETF Launch, Global X Funds, HSBC, iShares, Latin America, Lyxor, MSCI, SSGA SPDR, VanEck Vectors
Jun 17th, 2013 |
By Simon Smith, CFA
WisdomTree, a leading provider of exchange-traded funds (ETFs), has listed an additional 12 ETFs on the Mexican stock exchange, the Bolsa Mexicana de Valores (BMV). All 12 equity ETFs are listed in the special international section of the BMV, the Sistema Internacional de Cotizaciones (SIC).
Posted in Equities |
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Tags: Emerging and Frontier, Equities, ETF Industry News, ETF Launch, Latin America, WisdomTree
Jun 13th, 2013 |
By Simon Smith, CFA
Last week, Brazil officially eliminated a tax that affected foreign buyers of Brazilian government bonds. The elimination of the tax represents positive news for exchange-traded funds (ETFs) with exposure to Brazilian government debt. And while there isn’t yet a pure-play Brazilian government bond ETF on the market, a number of funds are set to benefit, most notably those that provide access to emerging markets local currency debt.
Posted in Fixed Income |
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Tags: Barclays, Emerging and Frontier, ETF Industry News, Fixed Income, High Yield, iShares, Latin America, Lyxor, Pimco, Source, SSGA SPDR, VanEck Vectors, WisdomTree
May 20th, 2013 |
By Simon Smith, CFA
S&P Dow Jones has expanded its Latin American product offering with the launch of the S&P MILA Financials and S&P MILA Resources indices. The indices are designed to measure the primary equity sectors represented on the MILA (or Mercado Integrado Latino Americano) market. The MILA is a regional equity trading platform integrating the main stock exchanges of Chile, Colombia and Peru.
Posted in ETF and Index News |
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Tags: Equities, ETF and Index News, Latin America, S&P Dow Jones
Apr 25th, 2013 |
By Simon Smith, CFA
Exchange-traded funds (ETFs) linked to frontier markets, such as the db X-trackers S&P Select Frontier UCITS ETF, present an enticing proposition for investors. Inherently a long-term investment opportunity, they not only offer potential for strong returns, but also provide an ideal means of portfolio diversification. With 22% of the world’s population, of which almost 60% is under 30 years of age, abundant natural resources and low labour costs, frontier markets are “too significant to ignore”, says Tim Drinkall of Morgan Stanley Investment Management.
Posted in Equities |
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Tags: DWS Xtrackers, Emerging and Frontier, Equities, Guggenheim, Invesco, iShares, Latin America, MSCI, Nasdaq OMX Indexes, RBS, S&P Dow Jones, Themes and Strategy