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Tabula Investment Management ’
Jan 20th, 2020 |
By James Lord, CFA
Tabula Investment Management has introduced a US dollar hedged share class for the Tabula JP Morgan Global Credit Volatility Premium Index UCITS ETF. Michael John Lytle, CEO of Tabula Investment Management, commented, “Investors have responded well to our first global credit volatility ETF, and we are pleased to add to our offering with a US dollar-hedged share class of the fund.”
Posted in Alternatives / Multi-Asset |
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Tags: Currency-hedged, ETF and Index News, ETF Industry News, ETF Launch, Europe, Fixed Income, JP Morgan, Markit, Tabula Investment Management, United States and Canada, Volatility
Jan 9th, 2020 |
By Simon Smith, CFA
Tabula Investment Management has unveiled its first cash bond ETF, the Tabula iTraxx Europe IG Bond UCITS ETF, offering physical corporate bond exposure to an index mirroring the important iTraxx Europe CDS benchmark. The fund, which has listed on the LSE, is likely to appeal to investors seeking a well-diversified, pure-play position in investment-grade, genuinely European credit. It may also provide an effective investment vehicle by which to facilitate basis trades between bonds and CDS. Michael John Lytle, CEO of Tabula, said he was “very excited at the level of innovation” offered by the ETF.
Posted in Fixed Income |
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Tags: ETF and Index News, ETF Industry News, ETF Launch, Europe, Fixed Income, Markit, Tabula Investment Management
Dec 18th, 2019 |
By James Lord, CFA
Fixed income specialist Tabula Investment Management has strengthened its product offering in Germany with the cross-listing of a further three ETFs on Xetra. Gereon Tewes, who is responsible for German-speaking client coverage at Tabula, said, “I am extremely pleased to see the extension of our offering in a key and significant market. The opportunity this offers to German investors will undoubtedly spur the demand for credit exposures in fixed income and further allow us to develop our lines of business.”
Posted in Fixed Income |
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Tags: ETF and Index News, ETF Industry News, ETF Launch, Fixed Income, Markit, Tabula Investment Management, Themes and Strategy
Nov 27th, 2019 |
By Simon Smith, CFA
BMO Global Asset Management is to withdraw from the European ETF market. In a letter to shareholders in its ETFs, the asset manager announced its intention to close all of its London-listed ETFs and cease managing ETFs domiciled in Europe. It said the decision was based on a variety of factors, including the current level of assets under management and projected asset growth in the current market environment. The ETF closures raise some important questions with respect to fund due diligence and issuer viability.
Posted in ETF and Index News |
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Tags: BMO, Boost ETP, China Post Global / Market Access, ComStage, Fidelity Investments, Franklin Templeton, Goldman Sachs, HANetf, Invesco, iShares, JP Morgan, L&G ETFs, Lyxor, Tabula Investment Management, VanEck Vectors, WisdomTree
Sep 25th, 2019 |
By James Lord, CFA
Professional investors are expected to increase their allocations to fixed income over the next three years and within those allocations boost their exposure to ETFs, according to research commissioned by Tabula Investment Management. The research also uncovered an appetite for new product development within fixed income ETFs with more than half of investors keen to see the sort of smart beta innovation exhibited in equity markets replicated in the fixed income space.
Posted in Fixed Income |
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Tags: ETF and Index News, ETF Industry News, Europe, Fixed Income, High Yield, Markit, Tabula Investment Management, Themes and Strategy, Volatility
Sep 18th, 2019 |
By James Lord, CFA
Tabula Investment Management’s credit volatility premia ETF – the Tabula J.P. Morgan Global Credit Volatility Premium Index UCITS ETF – has surpassed €150m in assets under management, less than six months since its launch. The fund, which debuted on the London Stock Exchange in March, captures the difference between realized and implied volatility in North American and European high yield credit default swap markets. Michael John Lytle, CEO of Tabula, commented, “Our ETFs have struck a chord with many types of investors, from wealth managers and asset managers to banks and insurance companies.”
Posted in Alternatives / Multi-Asset |
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Tags: ETF and Index News, ETF Industry News, Europe, Fixed Income, High Yield, Markit, Tabula Investment Management, Themes and Strategy, United States and Canada
Aug 27th, 2019 |
By James Lord, CFA
European fixed income specialist Tabula Investment Management has listed the Tabula JP Morgan Global Credit Volatility Premium Index UCITS ETF (TAB2 GR) on Deutsche Börse’s Xetra platform. The ETF captures the difference between realized and implied volatility in credit default swap index options markets. Michael John Lytle, CEO of Tabula Investment Management, commented, “There is a growing need for more innovative fixed income tools to manage risk and navigate markets, and we are excited to be able to offer this product to German investors.”
Posted in Alternatives / Multi-Asset |
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Tags: ETF and Index News, ETF Industry News, ETF Launch, Europe, Fixed Income, High Yield, JP Morgan, Markit, Tabula Investment Management, Themes and Strategy
Aug 1st, 2019 |
By James Lord, CFA
European fixed income specialist Tabula Investment Management has announced that its suite of UCITS ETFs is now registered for distribution in Spain. Combined with existing registration in Portugal, Tabula will now enjoy a robust Iberian presence.
Posted in ETF and Index News |
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Tags: ETF and Index News, ETF Industry News, ETF Launch, Europe, Fixed Income, High Yield, JP Morgan, Markit, Tabula Investment Management, Themes and Strategy
Jul 30th, 2019 |
By Simon Smith, CFA
Finding innovative sources of return that are structural and uncorrelated is a priority for around 85% of wealth managers and institutional investors, according to a survey from fixed income ETF provider Tabula Investment Management. According to the survey, 51% of professional investors expect to see the level of smart beta and innovation being used in the fixed income ETF sector increasing over the next three years, with only 2% expecting it to decrease. Michael John Lytle, CEO of Tabula, said, “Fixed income ETFs not only provide easy and cost-efficient access to standard bond indices, they can also deliver new and innovative investment opportunities.”
Posted in Fixed Income |
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Tags: Amundi, ETF and Index News, ETF Industry News, Fixed Income, iShares, Smart Beta, Tabula Investment Management, UBS
Jun 24th, 2019 |
By James Lord, CFA
European fixed income specialist Tabula Investment Management has entered the Swiss market with the cross-listing of its five ETFs on Bern’s BX Swiss exchange. “We are focused on delivering a wide range of fixed income factors that were previously only available to sophisticated investors,” said Tabula CEO Michael John Lytle.
Posted in Fixed Income |
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Tags: ETF and Index News, ETF Industry News, ETF Launch, Europe, Fixed Income, High Yield, Tabula Investment Management