Ed Bowsher's Articles

Emerging markets will be winners from QE unwind

by , 15th January 2018

Emerging market equities have got off to a good start in 2018, up 4% so far. And there’s a good chance that trend will continue. That’s because emerging markets are […]

Myth-buster: Do ETFs reduce competition across economy?

by , 9th January 2018

ETFs get blamed for a lot of bad stuff. Critics in say that markets are overvalued and it’s all because of ETFs. And if we see a crash or big […]

Investing in government bond ETFs

5th January 2018

Government bonds form the backbone of many investment portfolios. They’re especially popular with pension funds who like their safety and predictability. Government bonds issued by the US and UK are […]

Where will markets go in 2018?

by , 1st January 2018

In the run-up to Christmas, the City publishes a flood of investment outlook papers and notes – fund management firms, investment banks, ETF providers; they’re all at it. I’ve been […]

How to value bitcoin

31st December 2017

Bitcoin has had an extraordinary 2017. At the beginning of the year the price was below $1000, it closed at over $14,000. Of course, the price went even higher earlier […]

Investing in China

23rd December 2017

Investing in China is tempting. The economy has grown at a stunning rate since the 80s and plenty of pundits thinks China can maintain strong growth in the medium term. […]

Smart beta doubles in three years

by , 18th December 2017

The growth of smart beta investing seems unstoppable. Over the last three years, the amount of money invested in ‘systematic beta’ strategies has doubled to $1 trillion, and the money […]

Corporate bond ETFs

10th December 2017

Traditional investment theory suggests that just about everyone should have some exposure to bonds in their portfolio. That’s because bonds should provide a low-risk and reliable income stream. The problem […]

Acronym Jungle

30th November 2017

When you first start to investigate the world of ETFs, there are a lot of acronyms to contend with: ETN, MSCI, SPDR, AP, NAV and of course ETF are just […]

Should you avoid technology shares?

29th November 2017

It’s been a fantastic year for technology investors. So for example, shares in the Chinese internet giant Alibaba have more than doubled with a 112% jump so far in 2017. […]