Blockchain Meets ETFs
Last week’s “Behind the Markets” podcast featured Dan Doney, CEO of Securrency, a blockchain-based financial infrastructure company, and Will Peck, Director of Corporate Strategy for WisdomTree.
Thematic ETF Report Q4 2019
This report recaps Global X’s classification system for disruptive themes and the thematic ETFs that track them. Also the report provides industry-level analysis of the number of ETFs in the growing thematic space, new launches and closures, and trends in assets under management (AUM).
Chart of the Week: Intermarket Relationships EWG
Morning Insights: Jan. 21, 2020
Morning Insights: Jan. 14, 2020
Chart of the Week – Intermarket Relationships
This New Long/Short ETF Finds Great Fundamental Value
Chart: China Sectors Show Wide Dispersion at End of 2019
ETF Model Portfolios: Putting Our Money Where Our Mouth Is
The first step is to access the model portfolio’s allocations, whether that be from a website, fact sheet, presentation deck or other means. The next step is for an advisor to understand what is most important for them to make a decision on.
2020 ETF Market Outlook
MSCI ACWI, STOXX 600 Breaking Out
Morning Insights: Dec. 17, 2019
UK Sparks: Profits rise at Hollywood Bowl Group
Ten-pin bowling operator Hollywood Bowl Group has announced a 15.3% rise in full-year pre-tax profits to £27.6m on revenues 7.8% ahead at £130m. The group credits its ‘consumer-led strategy’ for the increases and says its refurbishment and rebranding programme is delivering strong returns.
UK Sparks: Dixons Carphone Posts Another Interim Loss
Electricals retailer Dixons Carphone has trimmed its interim pre-tax loss to £86m from £440m in the same period of last year. Adjusted pre-tax profits fell from £60m to £24m. Like-for-like electrical goods sales in the UK and Ireland were flat, but like-for-like mobile phone sales were 10% lower. Chief executive Alex Baldock says the company is “on track” to deliver its promises for the full year and to fulfil its promised “longer-term transformation”.
November ETF Flows: Investors Get into a Festive Mood
China A Share Update: MSCI Increases Inclusion Factor to 20%
Four Factors Are Driving Future Growth of Fixed Income ETFs
Morning Insight: Dec. 3, 2019
Non-Transparent Active ETFs Get Regulatory Nod
The menu of types and styles of exchange-traded funds available to investors keeps growing. The Securities and Exchange Commission just approved four proposals for a new type of exchange traded fund: non-transparent, active ETFs. David Mann, our Head of Global ETF Capital Markets, explains the implications.
Is Your Green ETF Really Green?
Morning Insights: Nov. 26, 2019
High Yield Market Divergence
ETFs on the Move, Rally Broadens Out
This Quality Dividend-Growth ETF Looks to the Future
Dividend growth is nice if you’re along for the ride, but it can be challenging to identify future dividend-growth leaders. A record of consistent dividend growth is often a good sign, but requiring a lengthy dividend-growth record can preclude investments in firms that recently started paying dividends or whose fundamentals have improved.
Gold’s Recent Malaise Could Spell Opportunity
The SPDR Gold Shares GLD, the world’s largest gold-backed exchange traded fund, is lower by 2.17% in the fourth quarter. Some of the air has come out of the gold trade as the dollar has remained peskily sturdy and as investors have gravitated toward riskier assets.
A Framework to Evaluate Value Strategies
When I talk about value investing, I am talking about a more traditional definition of it. That means buying cheap stocks relative to current fundamentals. That could mean earnings or cash flow or book value or sales or a variety of other metrics. There are some funds out there that use the word “value” in their name, but don’t fit into this traditional value mold.