Like the UK, Latin America has suffered greatly during the pandemic – perhaps even more so. The World Bank estimates that regional GDP may slip by as much as 8%, with more than four million…
Q&A: Exponential ETFs – “We will continue to see new entrants in the market.”
As Exponential ETFs says, the ETF industry is dominated by goliaths, but there’s a slew of smaller firms like Exponential ETFs that think they can take advantage of their size to engage further with the…
Q&A: Babson College – “Investors are going to bypass gatekeepers.”
Babson College professor Joel Shulman, who is also managing director of EntrepreneurShares, launched the Entrepreneur 30 ETF in November, tracking the 30 largest entrepreneur-led publicly-traded companies using proprietary research. His fund provides exposure to US…
The future of ETF market
The ETF market can expect further growth in the next few years, whether in terms of inflows and assets under management or in terms of new products coming out. James Ross, chairman of State Street…
Active, passive, or somewhere in the middle
Active ETFs, which use a process to select securities that is not rule-based, have begun to increase in both number and assets over the past several years, but they remain a small part of the…
ETFs: What you need to know
From their role in a portfolio to how they work, here’s everything retail investors need to know about the ETF market. Experts say exchange-traded funds have democratized investing. Others fear their rapid growth may help…
Witan Full Year Results 2017
DISCLAIMER This is a short video presentation provided by Witan Investment Services which contains an interview with Andrew Bell, Chief Executive Officer of Witan Investment Trust plc. Investments and or investment strategies mentioned in the…
Active, passive, or somewhere in the middle
Active ETFs, which use a process to select securities that is not rule-based, have begun to increase in both number and assets over the past several years, but they remain a small part of the…
Where’s the clever money going? March 2018
It’s been an eventful start to 2018, with a return to a more volatile environment as global markets climbing to record highs in January, before several days of dramatic correction at the start of February.…
The Big Waiting Game on the US Economy
It feels very much like a big waiting game at the moment. Economically the consensus became very excited about synchronised global growth as 2017 ended, and of course the US tax cuts were supposed to…
Questioning the Manager – Brexit, Opportunities for Income and Disruptive Technology – Henderson High Income Trust
Fund Manager David Smith discusses whether the development of Brexit impacts upon his investment process, which sectors he is finding opportunities for income, as well as his approach towards disruptive technology. KV.widget({"guid": "4V8lpT9uhoE","type": "playback","playerType": "full","showInfoPanel":…
Another Goldilocks Employment Report
Just when equity markets needed an extra boost, the US released yet another “Goldilocks” employment report. Strong jobs growth surely indicates a strong economy; great news for corporate profits that are being turbo-charged by the…
Slow and steady
In the face of recent market volatility, Jonathan Davis explains why a calm approach is best. No matter how much wise advice they receive in advance, few investors find their first encounter with a sharp…
10 Largest ETFs
1. SPDR S&P 500 ETF Symbol: SPY Assets under management: $265 billion Strategy: First ETF listed in the US and still the most popular fund in the market. Tracks the S&P 500 Index, offering exposure…
Argentine Mining – Light at the End of the Tunnel
Mauricio Macri’s surprise 2015 presidential victory raised hopes in Argentina’s mining sector. After all things couldn’t get much worse. Under his predecessor Cristina Kirchner mining had been hit by a 5% export tax imposed in…
What should the last month have taught investors?
Ben Kumar, Investment Manager, Seven Investment Management Someone once told me that on average, we won’t remember 10% of what we read, 20% of what we see and 30% of what we hear. There is…
Risk of Policy Error Clearly Rising – Some Key Charts and Index Levels
What a difference a few weeks make. At the end of January, financial markets were melting up, commentators were salivating over the US tax cuts within an environment of global synchronised economic growth. Investors of…
Taking AIM
"Come back and see me when your market cap is £100m". A phrase commonly heard by the management teams of smaller companies. To some degree, risk, liquidity and time-management makes this understandable but we believe…
The outlook for VCTs
Demand for VCTs in the 2017-2018 tax year has been very strong. From 6th April 2017 to 31st January 2018 VCTs have raised £483 million, more than double the £221 million raised from 6th April…