Opinion & Analysis

Product Panel: WisdomTree’s Artificial Intelligence ETF

by , 11th December 2018

The WisdomTree Artificial Intelligence UCITS ETF has been conceived in conjunction with both Nasdaq and the Consumer technology Association (CTA) and provides exposure to what the manager calls the exponential […]

‘Skewing it up’ – IA gains plaudits for ETF inclusion move

by , 3rd December 2018

The UK’s Investment Association (IA) should be applauded for opening a consultation on whether to include ETFs within its fund sectors and should ignore the complaints of the active sector, […]

Are ETFs best in a downward trending market?

by , 28th November 2018

The longest bull run in history could be nearing its end as volatility rises and major US stock markets correct, wiping out their gains this year. But how will ETFs […]

Rebecca Hampson

Helping smart beta by reducing turnover

by , 26th November 2018

Summary Portfolio turnover of equity factors can be reduced significantly by trading more conservatively However, reducing turnover does not necessarily increase risk-return ratios It all depends on transaction costs Introduction Turnover […]

Nicolas Rabener

Fever pitch: securities lending and the fear of market contagion

by , 20th November 2018

With the October market frailties seemingly safely behind us, now might be the right time to look at some ‘what-if’ speculation for how passive investors might behave if a sell-off […]

Switzerland’s crypto ETF: one step forward, two steps sideways

by , 20th November 2018

Summary: A new cryptocurrency ETP listed in Switzerland this week, trading under the ticker HODL. A physically-backed crypto ETP is a step forward and helps resolve the custody problem, which […]

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 review or RDR coming into effect in 2013, […]

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 ESG matter – and that BlackRock are confusing […]

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 years, with technology-themed funds being of particular interest. […]

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 value because marijuana is a backyard weed with […]

David Tuckwell