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Following Lyxor Dauphine Research Academy’s recent study explaining how more active managers will adopt passive investments, Moody’s Investor Service has announced its expectations for Europe’s ETF market. Lyxor Dauphine concluded its report by saying investors will soon stop thinking "active or passive" but rather "active and passive". Moody’s latest report supports this theory, predicting passive funds will comprise 25 per cent of the fund industry’s total AUM within Europe by 2025. ETFs are a key driver in this development, growing[...]

Silicon Valley fat cats can’t beat the index either

15th November 2018

It’s not only Wall St that can’t beat the index. Silicon Valley can’t either, an explosive new review has claimed. Silicon Valley’s venture capitalists are often thought to be the […]

All Opinion & Analysis Pieces ►

Passive fees dropping faster than active in RDR wake – Morningstar

by , 15th November 2018

Fees for passive dropped by more than a third more than those for active funds in the wake of the Retail Distribution[...]

What’s in a name? – an ESG polemic

by , 14th November 2018

In response to BlackRock iShares recent high profile move into ESG funds, Mark Northway from Sparrows Capital suggests that naming conventions on[...]
Mark Northway, Sparrows Capital

Morningstar’s Lamont answer questions on thematics

by , 9th November 2018

Last week we featured on the report from Morningstar that showed that interest in thematic ETFs had skyrocketed in the past three[...]

Marijuana ETFs are in a bubble

by , 9th November 2018

Summary: Marijuana ETFs have more than $2bn under management, yet the industry is probably in a bubble Marijuana businesses have no franchise[...]
David Tuckwell

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7-Day Fund Flows

Largest Increase in AUM:

1.

iShares $ Corp Bond UCITS ETF

£456.02m ▲

2.

Xtrackers S&P 500 UCITS ETF 3C - CHF Hedged

£262.62m ▲

3.

iShares Edge MSCI World Quality Factor UCITS ETF USD (Acc)

£168.94m ▲

4.

iShares Edge MSCI World Minimum Volatility UCITS ETF

£165.34m ▲

5.

UBS ETF (IE) MSCI ACWI SF UCITS ETF

£162.48m ▲

Largest Decrease in AUM:

1.

Vanguard Funds Public Limited Company - Vanguard S&P 500 UCITS ETF

£-670.09m ▼

2.

UBS ETF (IE) MSCI Emerging Markets SF UCITS ETF

£-609.64m ▼

3.

iShares Core S&P 500 UCITS ETF USD (Acc)

£-450.82m ▼

4.

AMUNDI S&P 500

£-207.47m ▼

5.

SPDR S&P US Consumer Staples Select Sector UCITS ETF

£-181.79m ▼

AUM Change by Asset Type:

Alternative:

0.454% ▲

Commodities:

-1.291% ▼

Currency:

-0.333% ▼

Equity:

-1.142% ▼

Fixed Income:

0.233% ▲

N.B. Data as of 15/11/18 | All Funds shown from Ultumus database excluding those domiciled in the United States

Junk bond ETFs are being short sold en masse

by , 19th February 2018

Junk bond ETFs have the largest percent of AUM short sold, new data reveals.  Junk bond ETFs are by far the most short sold of any kind of ETF with […]
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Investor Focus

ETFs and REITs

15th November 2018

It’s a nervous time for property investors as Brexit and the rise of online shopping make a big impact. On the residential side of things, owners are struggling to sell […]

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The Big Call: Where next for markets?

12th November 2018

After the market falls in October, Ed Bowsher asks: why was there a correction, and more importantly, where next for markets? Ed speaks to Sean Corrigan, Principal at Cantillon Consulting and Russ Mould from AJ Bell.

MSCI

Did the FAANG stocks lead the US stock market drop?

16th October 2018

Most of the market fall last week was in the[...]

Lyxor

Spotlight on US equity: leave no stone unturned

14th October 2018

There's more to come from US equities in this cycle.[...]

MSCI

GICS changes: risk depends on how it’s measured

14th October 2018

What does the new GICS sector in New York mean[...]

Invesco PowerShares

Cigarettes, sunshine and happiness

27th July 2018

Happy investors tend to make more money. [wpdm_package id='4142']  

Invesco PowerShares

The stabilisation of global debt

12th July 2018

The global debt burden fell in 2017, particularly in developed[...]

Guide to understanding ETFs: Creation and Redemption

Creation and redemption is how ETFs are made and destroyed. Understanding creation and redemption is crucial to understanding ETFs and crucial to understanding why ETFs are a superior financial technology […]

ETF myths

In this article we look at some widely believed myths about ETFs. Read on to find out why they’re either completely untrue or at least partly untrue. ETFs only track […]

Liquidity and ETFs

Liquidity is an important issue for investors. If you’re investing in an illiquid asset, you may find it difficult or expensive to sell that asset, especially if you’re trying to […]

Leveraged and Inverse ETFs

If you’re very confident that a particular share or market is going to go up, it can be frustrating when you know you don’t have much money available to back […]

Fortnightly Focus: The new face of ESG. Whats next for the world of ESG investing with a focus on low carbon funds

Interview: Why you should invest in Kazakhstan

Kazakhstan is a central Asian country best known to western investors as the birthplace of the apple. As of this month, Kazakhstan has an ETF tracking its stock market, thanks […]

The Big Call: The Lowdown on ESG Investing

ESG investing, also known as ethical investment, is a big growth area in investing, especially in ETFs. And it doesn’t just make you feel virtuous, it can also boost your […]

Value and environmental investing can go together: VanEck

This is the second piece in our series on the rise and rise of ESG ETFs.  VanEck is upping the ante on ESG investing, but what will value investors think? […]