By Dave Shastri (pictured), Chief Strategist, TrussEdge – The growth in the size of the global ETF market remains spectacular. The volumes flowing into ETFs, including active ETFs, have many fund managers wondering whether now might be the time to look at launching one of their own.
By Allan Lane, Algo-Chain – According to a recent article in the Wall Street Journal, the data provider Broadridge Financial Solutions estimates that model portfolios in the US held over USD4 trillion of assets as of September 2020, and to this we can safely add another USD1 trillion if we include the UK.
By Allan Lane, Algo-Chain – If you are a Discretionary Fund Manager running Model Portfolios on financial adviser platforms, you will often find that ETFs available on one platform are not available on another, which invariably forces the manager to oversee multiple incarnations of what is meant to be the same portfolio.
By Allan Lane, Algo-Chain – With the news that PayPal has entered the cryptocurrency market, quickly followed by the world’s biggest ever IPO, where Ant, the financial services arm of Alibaba, raised USD34 billion from investors, it would be fair to say that 2020 has proven to be a breakthrough year for the FinTech movement. With Alipay reputedly accounting for USD17,000,000,000,000 in online payments, and with Ant’s share issue taking place in Asia rather than the US, the sheer scale of what is at stake here will not be lost on many.
This year has been the year when themed investing has dominated the headlines, but at this very moment in time it would be hard to exaggerate how the top 10 best performing ETFs listed on the London Stock Exchange so perfectly encodes the hope that many investors envisage in a post-pandemic world.
By Allan Lane, Algo-Chain – It is fair to say that China’s President Xi Jinping stunned the world with his recent announcement to the United Nations general assembly with his pledge that China would reach peak carbon before 2030 and for good measure drive down emissions to close to zero by 2060.
By Linda Zhang (pictured), CEO, Purview Investments – "While writing this piece in Manhattan, I can’t imagine what New York City would be like if it were shut down for 24 hours.” This was how I started a publication about the impact of the Covid-19 shutdown in China on the world economy and capital markets in late February. A couple of weeks later, the city entered a state of shelter in place. Five months later, my beloved city and many parts of the world are still in various states of shutdown.
It has been well over 100 days since that fateful day in late March when the Fed stepped in and said they would start buying Corporate Bonds as part of a much wider plan to help avoid a broader market collapse as outflows from Fixed Income funds ran riot.
Jason Xavier, Head of EMEA ETF Capital Markets, and Rafaelle Lennox, Senior ETF Product Specialist at Franklin Templeton, examine ETF investing within the context of the Covid-19 crisis, and why they believe investors will continue to embrace these vehicles.
One of the surprising aspects of 2020 has been the speed at which the concept of ‘active management’ in the pursuit of alpha has been rehabilitated, and in the long run I suspect this will benefit the ETF industry.