Why FinTech is Thriving in Emerging Markets
Morning Insights: March 31, 2020
Times of Turmoil and Trouble Keeping ETF Score
During these turbulent times, how does one track and value the performance of an exchange-traded fund? David Mann, Head of Capital Markets, Global Exchange-Traded Funds, opines on ways to “keep score.”
Morning Insights: March 26, 2020
MLP Monthly Report: March 2020
The March MLP Monthly can be found here offering insights on MLP industry news, the asset class’s performance, yields, valuations, and fundamental drivers.
Why We See Bond ETF Discounts in Volatile Markets
ETFs in the current market environment are making up the preponderance of trading out there. They’re providing a ton of liquidity.
Monthly Turnover of SGX’s Three REIT ETFs Surge
Morning Insights: March 24, 2020
Gold ETFs Betray Safe-Haven Reputation In March Market Meltdown
The VanEck Vectors Gold Miners ETF GDX plunged nearly 23%, bringing its month-to-date loss to 32.67%. That after gold notched its biggest one-day rally since 2016 on Tuesday.
Gold ETF Shines as Investors Shelter in Haven Assets
Morning Insights: March 17, 2020
Fixed-Income ETFs Grab Spotlight as Volatility Surges
ETF Trading and Volatility: It’s All Relative
When markets turn volatile, some question the role of exchange-traded funds (ETFs) in exacerbating market moves. David Mann, our Head of Capital Markets, Global ETFs, offers some perspective.
A Deep Dive into How Markets Traded This Week
An Introduction to Portfolio Hedging
Morning Insights: March 12, 2020
The Next Big Theme: March 2020
February ETF Flows: That Escalated Quickly
When a Lower NAV is a Good Thing
Oftentimes, NAV decline stems from a combination of dealer fear lowering indicated prices and actual buyers who are looking to be opportunistic. The fewer the trades that take place in bonds of higher quality credits (which is not the same as ratings), the more likely that sellers aren’t willing to make a sale, especially when buyers are bidding and trying to be available for motivated sellers that don’t appear.
Morning Insights: March 3, 2020
Getting Comfortable with ETF Liquidity
Many people put a lot of thought into the purchase of an asset—whether it’s a car, an investment vehicle or even a more mundane item—but might not think as much about what happens when they don’t want it anymore.
Utilities Sector 1Q20: Best and Worst
Stock Indices – Use Options to Define Risk
ESG Insights Q4 2019
The Gabelli ESG Fund (Class AAA: ESGGX) invests in companies based on fundamental research, using a three pronged approach which includes: (a) certain sustainable themes such as water scarcity, health & wellness and renewable energy…
Technology Sector 1Q20: Best and Worst
The Technology sector ranks eighth out of the 11 sectors as detailed in our 1Q20 Sector Ratings for ETFs and Mutual Funds report. Last quarter, the Technology sector ranked sixth.
DFA Eyes US$425m Dean Foods Deal While Milk Prices Surge
Chart of the Week – Intermarket Relationships: JNK
Clarity Through Classification: ESG Investing and ETFs
Sustainable investing has rapidly become integral to how investors build portfolios. Chris Dieterich and Armando Senra, head of iShares Americas, discuss what’s behind the transition and why ESG ETFs, which focus on environmental, social, and governance insights, are at the forefront of the sustainability charge.