Safe bets and ESG have been in favour while fixed income ETFs continue to face challenges
ESG performance and definitions, pricing in value factor upside and new ways to play real estate made headlines this week
Strong financial sector ETFs flows on hawkish Fed
The firm is looking to further develop its investment management platform
JP Morgan recently forecast an 85% probability of recession
Thematic ETFs' reliance on growth stocks is not a foregone conclusion
Value and growth stocks will tussle for primacy in a year of monetary tightening
Energy and real estate currently make up just 2.1% and 0.4% of IUMF and MTUM
