Latest Special Reports – Page 40
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Special Report
Implementation: The future is active
While passive ETFs continue to dominate flows, active ETFs are one of the factors that will drive further growth in the sector
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Special Report
Implementation: A liquid diet for trustees
The balancing act of locking assets up whilst retaining enough liquidity to meet member benefits, if done correctly, can improve the returns generated from a scheme’s asset allocation
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Special Report
Implementation: A cost comparison of futures and ETFs
The investment management industry has seen a relentless drive to wring out costs. A good grasp of implementation cost of using different vehicles for the same strategy matters
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Special Report
Fixed income: The growing world of fixed income ETFs
The fixed income ETFs market has experienced rapid growth in recent years as more investors are now finding a role for them in their portfolios
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Special Report
Fixed income: Consistent growth in a changing landscape
Fixed income, an asset class that historically traded over the counter, is increasingly being traded on exchange through exchange-traded funds (ETFs)
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Special Report
ESG: Building impact and values into portfolios
Exchange-traded funds that prioritise environmental, social and governance matters have grown exponentially in popularity over the past few years
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ESG: Managing indices to match convictions
More and more investors know it is perfectly possible to link index management with responsible investment by choosing an index fund or an ETF
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ESG: Responsible investing that reduces your carbon footprint
The development of ESG indices reflects growing interest in divesting out of fossil fuel investments to address the threat posed by global warming
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Special Report
Factor investing & smart beta: What’s in a name?
Many smart beta ETFs are bought with the expectation of long-term market outperformance. The factors that many are based on have been proven both academically and empirically to produce excess returns
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Special Report
Factor investing & smart beta: Advances in factor-based fixed income indices
Global fixed income investors have benefited from a long bull market that began in the early 1990s
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Special Report
Factor investing & smart beta: The smart beta (r)evolution
The ability of stocks with certain investment characteristics to outperform the market has been well understood and documented for decades. But options of how to implement this strategy were limited
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Special Report
Markets & regions: Spotlight on US equities
US equities have proven overwhelmingly popular with investors desperate for signs of economic growth
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Special Report
Markets & regions: Using ETFs to position for a US–China trade war
Many media and market commentators believe that the potential US-China trade war could be one of the largest risks facing the global economy
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Special Report
Markets & regions: The dynamic market in Japanese equity ETFs
Opinions of Japan as a market tend to be quite polarised and the country has looked cheap on a valuation basis for quite some time, both historically and relatively
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Special Report
Markets & regions: How commodities strategies can help investors diversify their portfolios
In the current market environment, investors are looking for asset classes that can lower overall portfolio volatility without sacrificing returns
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Special Report
New frontiers: Getting to grips with cryptocurrencies
For institutional investors and asset managers, crypto-currencies pose a triple dilemma
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Special Report
New frontiers: Esoteric ETFs – egregious or genius?
From companies capitalising on cannabis decriminalisation to the streaming of Quincy Jones’s music, you can almost guarantee there is an ETF available to enable you to invest in it
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Special Report
Regulation: Spotlight on liquidity, transparency and viability
ETFs may represent a tiny speck on the overall investment landscape but they are one of the fastest-growing products in the investment industry
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Special Report
10 years since Lehman: Is asset management the next threat to financial stability?
The evidence of systemic risk in the asset management sector is limited but is kept under close scrutiny
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Special Report
Fiduciary management: All-clear for UK consultancies
Regulators have eased concerns over competition within the UK investment consultancy and fiduciary management sectors