Opinion & Analysis

Research Affiliates: Alice’s Adventures in Factorland

by , 22nd March 2019

Smart-beta specialist Research Affiliates has highlighted three problems with factor investing that, if not understood properly, could leave investors tumbling down the rabbit hole. In a research note, entitled Alice’s […]

The death of an ETF – how to break the news

by , 21st March 2019

“ETFs close all the time.” So says Peter Sleep, senior investment manager at 7IM. Obviously the news is accompanied by less fanfare than a new fund being launched, but as […]

BlackRock’s proxy voting history and ETF push highlight conflicting attitudes to ESG

by , 20th March 2019

BlackRock came under fire earlier this month after a report from sustainable non-profit firm Ceres found the world’s largest asset manager voted in favour of climate-related shareholders proposals only 10% […]

Product Panel: Invesco’s Saudi ETF

by , 20th March 2019

In June last year, Invesco became the first EFT provider to take advantage of the inclusion of Saudi Arabia in MSCI’s Emerging Market index and in the intervening months the […]

BMO GAM: Which factors must investors consider when selecting passives?

by , 19th March 2019

There was a vast range between the best and worst performing passive funds in 2018, according to BMO Global Asset Management, highlighting the importance of selecting the right product when […]

‘Emerging markets’ earnings need to improve for rally to be sustainable’, says Franklin Templeton

by , 18th March 2019

Emerging markets have had a significantly strong start to 2019 but for the rally to be sustainable, earnings need to improve, says Chetan Sehgal and Andrew Ness of Templeton Emerging […]

What is driving the boom in thematic ETF launches?

by , 18th March 2019

The rapid rise of thematic investing has caught the attention of European ETF providers as growing demand from clients, the changing investment landscape and the saturated core market offer them […]

How to achieve ETF market entry

by , 15th March 2019

If as we gently suggested earlier this week that active fund management is dead*, then what options are there for asset management houses looking to enter the space? Obviously, the […]

Warning pure focus on fees ‘misleading’ and ‘dangerous’

by , 15th March 2019

Investors need to look beyond the headline total expense ratio (TER) to other metrics when selecting an ETF if they want to avoid potential marketing traps. The race to the […]

Lyxor has an ESG ETF hit

by , 13th March 2019

Lyxor can fairly claim to have hit an investor nerve with its recent Lyxor MSCI Europe ESG Leaders UCITS ETF, the launch of which helped contribute to a record month […]