By Fran Radano, Senior Investment Manager, The North American Income Trust plc Steady global growth ahead if trade negotiations produce a positive settlement.Bank valuations remain too low following de-risking, low defaults and good quality loan…
Emerging Markets double digit returns for 2019? For Professional Investors Only
What should we expect this year? At the start of each year we consider our return forecasts for Emerging Market assets over the next 12 months, in order to frame our expectations for taking active…
Equity market setbacks are normal
The recent US equity market setback seems to be little more than a wobble. The global economy is not in recession, although it is slowing down, and monetary policy is still accommodative across the board.…
The value in US markets
Performance in the US market has been strong, but there are fears of overheating This recovery may have been long, but it has been weak relative to history There are many opportunities in the US…
Finding value in American growth
Last year saw global growth accelerate at its fastest pace since the financial crisis as this long-running bull market defied expectations and found another gear. It was a period of synchronised global growth reminiscent of…
10 Worst performing ETFs of 2017
The majority, or nearly 90%, of all US-listed ETFs posted gains in 2017 but some ETFs had a bad year. This is particularly the case for volatility ETFs as 2017 was a terrible time to…
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…
10 Best performing ETFs of 2017
The list is dominated by next-generation themes such as internet and industrial innovation as well as by China- and India-focused funds. 1. ARK Innovation ETF Symbol: ARKK 2017 return: 87.32% Strategy: Follows securities that…
5 top ETF launches of 2017
Nearly 300 funds launched during 2017. These five ETFs stood out thanks to their performance, their innovative methodology or their theme. iShares Core MSCI International Developed Markets ETF (IDEV) The fund rolled out in March…
Q&A: WisdomTree – “Investors think there’s a better value opportunity in the overseas markets.”
WisdomTree Asset Management launched its first ETFs more than a decade ago, making it one of the pioneers in the industry. Joe Tenaglia, asset allocation strategist at WisdomTree, which currently manages about 90 funds, talks…
Q&A: University of San Francisco
Currently a professor of finance at the University of San Francisco, Ludwig Chincarini has been involved in the ETF market for more than a decade. He explains how the industry could grow and how it…
Q&A: State Street Global Advisors – “Fixed income ETFs continue to gather assets.”
A precursor in the ETF world, State Street Global Advisors launched the first US-listed exchange traded fund, the $280 billion SPDR S&P 500 ETF listed on the New York Stock Exchange, which is still the largest…
Q&A: Factset – “Innovation largely goes unrewarded.”
Software company FactSet, which caters to investment professionals, helps perform ETF due diligence and provides analytics and research on the ETF world as part of its offerings. Elisabeth Kashner, director of ETF research and ETF…
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…
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…