ETF TV: Recent Episodes
Deborah Fuhr & Margareta Hricova
Each week, ETF TV, brought to you by Deborah Fuhr and Margareta Hricova, are joined by industry leaders to look at the business of ETFs from every angle; regulatory, construction, trading, risk and investment trends like ESG, Active and Crypto. We provide a weekly insight into the ETF ecosystem globally for ETF professionals and investors.
ETF TV News is sponsored by Syntax Advisors https://www.syntaxadvisors.com/. Syntax Advisors offers a family of Syntax Stratified ETFs that aim to deliver a diversified return by providing investors with rules-based exposure to business risks.
Lee Bartholomew, Global Head of Fixed Income and Currencies Product Development for Eurex, joins Margareta Hricova and Deboah Fuhr on ETF TV to discuss the benefits of ETF options for investors on ETF TV.
The ETFs industry in Europe has seen significant growth, with $2.04 trillion invested by the end of June. This growth has enhanced the market infrastructure for ETFs, particularly through the development of ETF options.
Benefits of ETF options for investors:
Market Positioning: The business spans cash and derivatives, with a focus on passive investment growth. This has led to a robust global index derivatives business, covering fixed income, equity, and commodities.
Product Ecosystem: The aim is to create a comprehensive product ecosystem that includes both cash and derivatives, catering to multi-strategy and fixed income specialist portfolios. This includes tools like credit futures and treasury options, which are physically settled.
Fixed Income ETF Options: The decision to launch these options was driven by significant growth in the US market, driven by both institutional and retail demand. The goal was to provide European asset managers with accessible, UCITS-compliant products.
US vs. Europe: The US has a more advanced ETF options market with a strong retail presence. In Europe, the market is primarily institutional, with products used for various strategies such as volatility arbitrage, covered calls, and tactical hedges.
Client Needs: The focus is on how ETF options can replicate desired risks cost-effectively and provide deep liquidity. Clients are increasingly comfortable using listed products alongside OTC options for comprehensive market access.For further information on Eurex, go to www.Eurex.com
Lukas Ahnert, Senior Product Strategist for Xtrackers, joins Margareta Hricova and Deboah Fuhr on ETF TV to share insights on market performance and managing risk on ETF TV
The key points of the discussion are:
– Artificial Intelligence (AI) is a major driver of performance in the US market, with a small group of companies, the “Magnificent Seven” or “Great Eight,” leading the way in translating AI technology into earnings growth.
– The S&P 500 has become concentrated, with the top ten companies making up over 30% of the index, which has implications for index-based investors, including idiosyncratic risks.
– To address these risks, investors are adopting strategies like equal weighting, which allocates evenly across all constituents of the S&P 500, leading to a more balanced sector allocation and reduced concentration risks.
– Another strategy is investing in the AI theme broadly to capture the benefits while avoiding single-name risks associated with large market cap companies.
– For global equity investors, the current market dynamics mean an outperformance of larger companies and certain sectors, resulting in a 70% US and 30% ex-US allocation in global equities.
– World ex-US is seen as a valuable component for constructing investment portfolios in 2024, offering a straightforward approach to balance US allocations and allowing more involvement in index selection.
The conversation emphasizes the importance of managing concentration risks and diversifying investment strategies in response to the evolving market landscape.For further information on Xtrackers go to https://etf.dws.com/en-gb/
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Olivier Paquier, the Global Head of ETF Sales at AXA Investment Managers (AXA IM), joins Margareta Hricova and Deboah Fuhr on ETF TV to share insights on AXA IM’s ETF strategy.
AXA IM entered the ETF industry approximately 18 months ago. With a rich history of over 25 years in portfolio management, AXA IM views ETFs as a logical progression given their expertise in three key areas:
- Fixed Income: AXA IM has a strong foundation in fixed income investments.
- Active Management: They firmly believe in active management strategies.
- ESG Focus: As an insurance company, AXA IM integrates Environmental, Social, and Governance (ESG) considerations into their business globally.
AXA IM has strategically focused on Paris Aligned Benchmarks (PAB) within their ETF offerings. Here are the key points:
- PAB:
- AXA IM actively utilizes PAB, which helps clients decarbonize their portfolios by a minimum of 7% annually.
- These benchmarks align with the Paris Agreement, a global initiative signed by numerous countries in 2015 to combat climate change.
- AXA IM incorporates PAB into both active and passive investment strategies available through their ETFs.
- Additionally, AXA IM has expanded its ETF range by launching thematic ETFs based on the United Nations Sustainable Development Goals (SDGs).
- These thematic ETFs focus on areas such as biodiversity and a climate strategy, which includes responsible investment exclusions and impact filters.
- AXA IM’s approach combines qualitative and quantitative methods to enhance exposure purity and overall performance.
In summary, AXA IM aims to be a leading UCITS ETF provider by 2026 by leveraging their expertise in fixed income, active management, and ESG considerationsFor further information on AXA IM go to www.axa-im.com
Charlie Shaffer, the President and Chief Revenue Officer at TIFIN AMP, joins Margareta Hricova and Deboah Fuhr on ETF TV to discuss how TIFIN AMP leverage data to provide personalised intelligence at scale for asset managers.
Charlie Shaffer, the President and Chief Revenue Officer (CRO) at TIFIN AMP, brings deep knowledge and roots in the world of fund distribution and transition management. Previously, he served as the Head of Distribution at Voya Investment and the Global Head of Distribution at Credit Suisse Asset Management. His expertise lies in addressing the challenges faced by asset managers dealing with an exponential increase in data over the past decade. The proliferation of CRM, digital marketing, social media, and third-party data has made integration nearly impossible. TIFIN AMP’s solution involves creating a data fabric that unifies and ingests various types of data, both structured and unstructured. By designing this fabric for intelligence, they empower asset managers with precision and actionable insights. Rather than blaming the CRM tools, TIFIN AMP focuses on leveraging data to drive personalized intelligence at scale for asset managers.
For further information on TIFIN AMP go to www.tifinamp.com/
Dave Shastri of Truss Edge, joins ETF TV to discuss the benefits of portfolio management solutions for ETF issuers
Portfolio management solutions play a crucial role in the ETF ecosystem.
Infrastructure Support:
Using a single integrated investment platform covering the front, middle, and back office relieves asset manager from infrastructure headaches.
Index-Focused Solution:
Automated solution integrates with existing legacy infrastructure to cover the ETF life cycle.
Challenges Addressed:
Large asset managers transitioning into the ETF space need support in dealing with market makers, authorized participants (APs), administrators, and custodians.
In summary, Truss Edge empowers asset managers to navigate the complexities of ETF management, streamline operations, and focus on investment strategies while maintaining a robust infrastructure.
For further information on Truss Edge go to www.trussedge.com
Dan Madden, Head of ETF Capital Markets at Northern Trust, joins ETF TV to explain the role of the ETFs capital markets team at an ETF issuer.
Dan explains the three primary roles the capital marketsteam fulfils:
- Work with external market participants
- Coordinate interactions between external and internal teams
- Internal and external education
Working with the right market participants is key:
- Selecting the lead market makers for an ETF
- Executing ETFs trades using a centralized risk management process
The capital market team’s role is multifaceted: theynavigate the complexities of ETF capital markets, fosters collaboration, and promotes informed decision-making. The team plays a critical role in the ETF ecosystem.
For further information on Northern Trust go to NorthernTrust.com
Chad Wood, ETF Strategist at Mackenzie Investments joins ETF TV to discuss what Canadian investors should know when using ETFs.
We discuss three typical misconceptions investors have about ETFs. One of the misconceptions we see, especially with speaking to end clients, is just what is an ETF. Number two we see quite a bit is around liquidity. Now number three is around how do you compare two ETFs when it comes to spread. Moving on to number four is foreign withholding taxes.
For further information on MackenzieInvestments go to www.mackenzieinvestments.com
Dr. Xiaolin Chen, Head of International at KraneShares unpacks her views on the Chinese economy and the wider implications on global markets. This is a very important year for China, as this is the second year of President Xi Jinping’s third term. This is the year that they have to deliver the economic results for them to achieve all the economic goal they have set out at the beginning of the third year, which is to modernize the society and urbanize the society. Last year, China delivered 5.2% of GDP growth. This year, we think they’re going right around that level, if not higher than that level.
China is now reforming its financial markets means allowing for environmental, oil, bank, owned insurance on some of the industries and sectors used to be very restricted with foreign investments. They become more open, more welcoming international investments.
For further information on KraneShares go to https://kraneshares.com/
We discuss how the integration of staking rewards combined with customization has set a new standard for digital asset indexes.
MarketVector and Figment have aligned to provide a more comprehensive measure of the value of Ethereum. The partnership marries MarketVector’s expertise in index administration with Figment’s best-in-class Ethereum rewards rate reporting.
The MarketVectorTM Figment Ethereum Staking Reward Reference Rate measures the annualized rate resulting from staking ETH on Ethereum. The Rewards Rate encompasses rewards from all activities on the Consensus Layer, including block proposals, attestations, sync committee, slashing reporting and the Execution Layer, including priority transaction fees and MEV. Penalties incurred from slashing are automatically deducted.
The MarketVectorTM Figment Ethereum Total Return Index takes a comprehensive and flexible approach by combining Ethereum’s Consensus and Execution Layer rewards with the daily market price. This approach provides a holistic perspective on Ethereum’s performance, considering all possible reward sources and slashing incidents while utilizing reliable exchange data to capture the market price of Ethereum.
A first-mover in staking-as-a-service, Figment provides staking and data solutions to some of the largest institutions in the digital asset space. MarketVector IndexesTM (“MarketVector”) together with Figment introduce two innovative indexes to provide a more comprehensive measure of the value of Ethereum. Learn how the partners have worked to combine Ethereum’s market performance with staking rewards into an innovative, customizable benchmark.
The first products co-created by MarketVector and Figment include the soon-to-be-launched the MarketVectorTM Figment Ethereum Staking Reward Reference Rate and the MarketVectorTM Figment Ethereum Total Return Index. While the partnership’s initial focus is on solutions for institutions and investors in Ethereum, this partnership paves the way to expand and extend these capabilities to other digital assets in the future.
The MarketVectorTM Figment Ethereum Staking Reward Reference Rate is a daily annualized rate of Ethereum rewards. These products are tailor-made for institutions, marrying MarketVector’s expertise in index administration with Figment’s best-in-class Ethereum rewards capture. Our initial focus is on Ethereum (ETH), paving the way for future opportunities to expand and extend these innovative products to other assets.
For more information please visit MarketVector website
ETF TV #130 Steven Schoenfeld, Chief Executive at MarketVector Indexes discusses economic exposure indexes, investable strategies for a global world in flux.
Julie Cane, CEO, Managing Partner at Democracy Investments discusses her journey from navy aviator to democracy ETF with Margareta Hricova and Deborah Fuhr on ETF TV
Patricia Lizarraga, Managing Partner, Hypatia Capital Group, discusses the case for investing women-led companies in the US with Margareta Hricova and Deborah Fuhr on ETF TV.
Katie Stockton, Founder and Managing Partner at Fairlead Strategies, an independent research firm and investment advisor focused on technical analysis, discusses her outlook for US market and launching the Fairlead Tactical Sector ETF TACK with Margareta Hricova and Deborah Fuhr on ETF TV.
David Botset, Head of Equity Product Management and Innovation at Schwab Asset Management discusses highlights from their new report “ETFs and Beyond” with Margareta Hricova and Deborah Fuhr on ETF TV
Podcast with Noel Archard and Anita Rausch of Alliance Bernstein discuss listing their first active fixed income ETFs on the New York Stock Exchange (NYSE): the AB Ultra Short Income ETF ( NYSE: YEAR) and theAB Tax-Aware Short Duration Municipal ETF ( NYSE: TAFI)with Margareta Hricova and Deborah Fuhr on ETF TV. It is expected that these are the first two of many active ETFs that are being planned at AB.
Taeyong Lee, Co-Founder, NEOS Investments discusses listing their first suite of active income ETFs on the NYSEwith Margareta Hricova and Deborah Fuhr on ETF TV.
Alexander Morris, president and chief investment officer at F/m Investments discusses the world’s first single-bond US Treasury ETFs with Margareta Hricova and Deborah Fuhr on ETF TV.
Doug Kerr, Head – Rates Futures Sales Trading Europe at Goldman Sachs in London, and Lee Bartholomew, Head of Derivatives Product R&D in Fixed Income at Eurex discuss the trading trends they have seen in the first half of 2022, the dilemma facing central banks and what this means for Europe and their outlook for the rest of 2022 and into 2023.
Ophelia Snyder, Co-Founder & President of 21Shares discusses investor demand and product development during the Crypto winter with Margareta Hricova and Deborah Fuhr on ETF TV.
Podcast with Bruce Lavine, CEO of NightShares explains what the “NightEffect” is and how ETFs can be used to capture this performance.
Podcast with Bruno Stein, SVP, Head of Brazil, Global X ETFs discusses joining Global X ETFs and the opportunity for ETFs and ETF BDRs in Brazil with Margareta Hricova and Deborah Fuhr on ETF TV.
Anil Ghelani, CFA, Head Passive Investments & Products DSP Mutual Funds in India discusses the Securities and Exchange Board of India SEBI’s proposals for Index Funds and ETFs on ETF TV with Margareta Hricova and Deborah Fuhr on ETF TV.
Ivy Yam, Partner at Simmons & Simmons discusses CSRC’s announcement to include ETFs in China’s connect scheme with Hong Kong with Margareta Hricova and Deborah Fuhr on ETF TV.
Podcast with Gareth Stobie, Managing Director of CoreShares, talking about the future work of joining CoreShares with 10X Investments.
Podcast with Sergey Dolomanov, Partner, William Fry discusses recent work by IOSCO on 1) Exchange Traded Funds – Good Practices for Consideration, 2) IOSCO seeks feedback on market liquidity issues affecting corporate bond markets under stress, and 3)Environmental, Social and Governance (ESG) Ratings and Data Products Provider with Margareta Hricova and Deborah Fuhr on ETF TV.
Podcast with Omar Aguilar, Chief Executive Officer and Chief Investment Officer, Schwab Asset Management discussing personalized direct indexing with Margareta Hricova and Deborah Fuhr on ETF TV News.
Podcast with Stacy Fuller, Partner at K&L Gates and Dave Nadig, Financial Futurist at ETF Trends as they discuss how FINRA rule 22-08 could limit retail investor access to many mutual funds, ETFs, and closed-end funds with Deborah Fuhr. Hear why you need to get your comment letter in before the 9th of May!
Tim Maloney, CFA, Co-Founder and Chief Investment Officer, Roundhill Investments discusses the Metaverse and listing their first ETF in Europe with Deborah Fuhr and Margareta Hricova on ETF TV.
Podcast with Dan Cooper, Founder and CEO of ROC Investments discussing launching a Return on Character ETF on ETF TV News.
Podcast with Alex Perel, CFA, Head of ETF Services, Scotia Capital discusses the impact of the Russia - Ukraine War on ETFs and Indexes on ETF TV with Margareta Hricova and Deborah Fuhr on ETF TV.
Podcast with Kevin Kelly, CEO of Kelly ETFs discussing creating disruptive indices and ETFs with Margareta Hricova and Deborah Fuhr on ETF TV.
Podcast with Craig Salm, Chief Legal Officer, Grayscale discusses the SEC’s Concerns with Spot Bitcoin ETFs with Margareta Hricova and Deborah Fuhr on ETF TV.
Podcast with Pat Chiefalo, Senior Vice President, Head ETFs & Index Strategies, Invesco Canada discusses the growing interest in ESG investing and his outlook on the trends to watch in 2022 with Margareta Hricova and Deborah Fuhr on ETF TV.
ETF TV talks to Arnaud Llinas, head of ETFs, Indexing & Smart Beta about the recent merger of Lyxor ETFs and Amundi and where he sees the market developing in 2022 and the future.
Podcast with Deborah Fuhr, Managing Partner and founder of ETFGI shares an overview of ETFGI’s end of 2021 research findings with Margareta Hricova on ETF TV.
Podcast with Luis Berruga, CEO, Global X ETFs discussing the drivers for demand for Thematic ETFs, expanding their business from the United States to Europe, Hong Kong and Japan and his outlook for 2022 with Margareta Hricova and Deborah Fuhr on ETF TV.
Podcast with Salim Ramji, Global Head of ETFs and Index Investments at BlackRock, discusses the state of the ETFs industry and his outlook for 2022 with Margareta Hricova and Deborah Fuhr on ETF TV.
Podcast with Julian Feder, 18, and Eitan Prins-Trachtenberg, 17, founders of ALKALI FINTECH discussing their new ETF, financial education, and product needs of GEN Z investors with Margareta Hricova and Deborah Fuhr on ETF TV.
Podcast with Roy Leckie, Director at Walter Scott discussing the new Actively managed BNY Mellon Concentrated International ETF (BKCI) that was listed on the NYSE last week with Margareta Hricova and Deborah Fuhr and why now is a good time to invest internationally on ETF TV.
Podcast with David Stephenson, Director, ETF Strategy at CIBC Asset discussing low vol dividend and clean energy ETFs with Margareta Hricova and Deborah Fuhr on ETF TV.
Margareta Hricova and Deborah Fuhr discuss the trends in Active, ESG, thematic ETFs during the first half of 2021.
Podcast with Deborah Fuhr, Margareta Hricova and Boaz Nagar, Chairman of the Supervisory Board, KSM ETFs talks about the latest ETFs to come out of KSM and the Israeli market.
Podcast with Bradley Duke, co-founder and CEO at ETC Group on how bitcoin and ethereum ETPs drove their assets above $2 billion.
Podcast with Esther Pan Sloane & Ethan Powell discussing the creation of the Impact Shares MSCI Global Climate Select ETF.
Deborah Fuhr, Managing Partner and Founder, ETFGI will discuss recent trends and product innovation in Canada with Daniel Straus, Director of ETF Research, NBF. Hear a preview of some of the topics to be covered.
Podcast with Hector McNeil as he talks to ETF TV about the latest ETFs issued from HANetf and future plans for the company.
Podcast with Scott Peng, Founder & CEO, Advocate Capital Management discussing using ETFs in a rising rate environment with Margareta Hricova and Deborah Fuhr on ETF TV.
Podcast with Leah Wald from Valkyrie, discussing Bitcoin futures ETFs with Margareta Hricova and Deborah Fuhr on ETF TV.
Podcast with Paul Kim of Simplify and Victoria Wolodzko from Susan G. Komen talking about the lauch of a new thematic ETF, PINK.
Podcast with Jonathan Krane, CEO, KraneShares discussing investing in China and Carbon allowances with Margareta Hricova and Deborah Fuhr on ETF TV.
Podcast with Eduardo Repetto, Chief Investment Officer at Avantis Investments, about offering investors a dual package of mutual funds and ETFs.
Podcast with Kristof Gleich, President, Harbor Capital Advisors discusses why Harbor Capital entered the ETFs industry and shares their plans for the next year on ETF TV with Margareta Hricova and Deborah Fuhr.
Podcast with Michael John Lytle, CEO, Tabula Investment Management discusses how and why investors are using fixed income ETFs today with Margareta Hricova and Deborah Fuhr on ETF TV.
Podcast with Julian Klymochko, founder and CEO of Accelerate Financial Technologies, discussing the relationship between Bitcoin, ESG and ETFs with Margareta Hricova and Deborah Fuhr on ETF TV.
Podcast with Gary Black, Managing Partner at The Future Fund LCC, discussing listing the Future Fund Active ETF (FFND) focused on secular megatrends with Margareta Hricova and Deborah Fuhr.
Podcast with Brandon Clark, Director of ETF Business at Federated Hermes on the launch of new ETFs and the outlook for the future.
Podcast with Ivana Delevska on founding Spear Invest and listing the Active Spear Alpha ETF on NASDAQ with Margareta Hricova & Deborah Fuhr.
Podcast with Nirujan Kanagasingam, Vice-President of ETF strategy at CI Global Asset Management, and Deborah Fuhr talking over the latest issuance over the last week.
Podcast with Bryon Lake, managing director and head of Americas ETF client at JP Morgan Asset Management, talking about the latest issued ETFs from JP Morgan, active builder ETFs JUSA and JIDA, and an update from Deborah Fuhr on the latest issuance, as well as net inflows year to date.
Podcast with Duane Green, President and CEO of Franklin Templeton Canada, as he talks to Deobrah Fuhr about new offerings on the Canadian Market, and Deborah takes us through the new issuance from the previous week.
Podcast with David Semaya, Executive Chairman & Representative Director and Junichi Kamitsubo, General Manager, Corporate Planning Dept at Sumitomo Mitsui Trust Asset Management Co., Ltd. (SMTAM) discuss listing their first ETF on the Tokyo Stock Exchange with Deborah Fuhr.
Podcast with Renato Eid Tucci from Itaú Asset Management, about the Brazillian market and an update on the latest issuance from the previous week.
Podcast with David Mazza, Managing director and head of product at Direxion ETFs, talking to Deborah Fuhr about their latest ETFs to come to market, and Deborah takes us through the issuance from last week.
Podcast with Steve Hawkins of Horizons ETF talking about their new green bond ETF and Deborah Fuhr covering the issuance from the previous week.
Podcast with Gareth Stobie, managing director of CoreShares, talking to Deborah Fuhr about Coreshares and their launch of the CoreShares Total World Stock Feeder Securities ETF, providing exposure to both developed and emerging markets on a global scale. Deborah Fuhr also talks issuance from the previous week.
Podcast with Matthew Tuttle, Chief Executive Officer and Chief Investment Officer of Tuttle Capital Management LLC as he discusses the SPAC market and De-SPAC ETF with Dan Barnes and Deborah Fuhr.
Podcast with Dan Barnes, Deborah Fuhr, and Matt Hougan, CIO of Bitwise, talking about the latest issuance of ETFs over the past week, and new Crypto ETFs and their relevance.
Miranda Seath of The IA and Howie Li of LGIM discuss the inclusion of ETFs in the IA sectors with Dan Barnes and Deborah Fuhr
Podcast with Grégory Berthier, Head of Product, ETF & Index Solutions, Lyxor International Asset Management discusses the opportunity for ETFs in Israel with Deborah Fuhr.
Podcast with David Botset, Head of Equity and Fixed Income Products and Strategy at Charles Schwab Investment Management, on findings for ETF usage by investors now and in the future. Also Deborah Fuhr of ETFGI gives us an update on the latest issued, exchange traded funds and products on the market.
Podcast with Trevor Cummings, Vice President ETF Distribution at TD Asset Management, Canada discusses Global Healthcare ETFs and outlook for rest of 2021 with Deborah Fuhr.
Podcast with Sarah Kjellberg, Head of U.S. iShares Sustainable ETFs, BlackRock discusses listing the largest ETF – the BlackRock US Carbon Transition Readiness ETF which raised a record $1.25 billion with Dan Barnes and Deborah Fuhr.
Podcast with Jim Atkinson, CEO, Guinness Atkinson Asset Management, discusses converting the first mutual funds into ETFs with Dan Barnes and Deborah Fuhr.
Podcast with Isabelle Bourcier, Head of Quantitative & Index and MAQS at BNP Paribas Asset Management discusses Fixed Income ESG and her 2021 outlook with Dan Barnes and Deborah Fuhr.
Podcast with Rory Riggs CEO, Syntax discusses converting funds into ETFs and Stratified Weight indexes with Dan Barnes and Deborah Fuhr.
Podcast with Willem Keogh, Head Passive and ETF Investment Analytics, UBS Asset Management Switzerland discusses demand for ESG ETFs and what SFDR means for investors with Dan Barnes and Deborah Fuhr.
Podcast with Jan Van Eck, CEO, VanEck joins ETF TV to discuss Social Sentiment investing and Bitcoin ETFs with Dan Barnes and Deborah Fuhr.
Podcast with Jon Maier, CIO, Global X ETFs, joins Dan Barnes and Deborah Fuhr ETFGI on ETF TV to discuss disruptive innovation in China, how Global X ETFs defines thematic ETFs and how investors are using these products.
Podcast with Som Seif, Founder & CEO of Purpose Financial joins Dan Barnes and Deborah Fuhr on ETF TV to discuss the first Bitcoin ETF listing in Canada, where demand is coming from and if a U.S. listing is likely to follow.
Podcast with Paul Dellaquila, CIMA, CAIA, President, Defiance ETFs joins Dan Barnes and Deborah Fuhr to discuss what SPACs “special purpose acquisition companies” or blank-check companies are and the growth in issuance and asset raised and how ETFs can be used to invest in this segment of the market.
Podcast with 60 Greg Friedman, Head of ETF Management and Strategy Fidelity Investments joins Dan Barnes and Deborah Fuhr to discuss the listing of the Fidelity Magellan ETF, the criteria investors should consider when deciding between using ETFs or Mutual Funds.
Podcast with Dan Barnes and Deborah Fuhr discussing the latest issuance in the previous week.
2020 Ended with 8 trillion USD invested in ETFs globally, this figure is up from the 7 trillion USD invested by Q3.
908 new ETFs were issued while 493 closed, leaving 415 net new ETFs. We saw growth in investing appetite and in trading with new Authorised Participants (APs) and Market Makers as well the launch of new Exchanges. Overall the ecosystem grew.
Buffer, stacked, Defined Outcome or ETFs that look like Structured Products featured in last week’s new listings according to ETF TV’s Dan Barnes conversation with Deborah Fuhr. ETFGI. The use of these products requires the investor to do their research particularly in the retail space.
There were 22 new exchange-traded funds (ETFs) issued over the last week, across the China, Israel and the US. Thematically, these were reflective of recent investment and issuer trends, including disruptive technology, ESG and fixed income.
Notably many of these ETFs are actively managed, marking a new battleground for issuers who cannot compete purely on low fee, high scale with the larger firms. Deborah Fuhr and Dan Barnes discuss.
The past week has seen 18 new exchange traded funds (ETFs) issued globally, with several on Korea Exchange (KRX), and two from Korean issuer, Global X Funds, launched on the London Stock Exchange (LSE). The SPAC & New Issue ETF issued on NYSE Arca represents an evolution of investment in special purpose acquisition vehicles (SPACs).
With total ETF assets under management being close to $8 trillion by the end of the year – barring anything unforeseen happening – and flows close to $700 billion which is a record, 2020 has been a year of many breakthroughs, both positive and negative.
The growth in European ETFs has triggered an uptick in ETF options use both for hedging and alpha generation. When set against credit default swaps, credit default swap options and equity options, ETF options have really deep liquidity which gives traders greater comfort in using them, surprising some.
Podcast with Dan Barnes and Deborah Fuhr discussing some of the specific new listings and the trends focused on #ESG, disruptive technology, #thematic, fixed income, Tactical and Active.
In Europe, equity and commodity ETF options markets have successfully built a depth of book supported by proxy trading, and a change in regulation that has driven UCITS investors away from using US products and towards European markets. Using calls and puts on low yield or even non-yielding assets such as gold, is helping investors to realise greater alpha via the options markets.
Last week saw several newly issued exchange-traded products (ETPs) in the gold and crypto spaces, continuing trends that picked up earlier this year. For investors, gold and crypto can be potentially used as inflation hedges, and the increasingly sophisticated nature of the products is creating interesting new opportunities for risk management and investment.
Deborah Fuhr and Dan Barnes discuss the 21 new listings over the past week, and the themes we are seeing play out.
This year has seen some massive events at a social, political and economic level which have impacted investment strategies and priorities. Karim Chedid, director and investment strategist at BlackRock tells us where his highest convictions lie in 2021.
Podcast with Deborah Fuhr on new listings in the past week with 21 new ETFs and ETPs listed globally.
This is significant news for retail investors as the firms mutual funds have exclusively been available only to trained advisors. The firm listed 2 ETFs last week, plans to list another ETF in December and is working to convert 6 mutual funds with approx. $20 billion in assets into ETFs in 2021. Dan Barnes ETF tv and Deborah Fuhr ETFGI discuss the trends seen in the 23 new ETFs which were listed globally during the week of November 16, 2020.
Deborah Fuhr and Dan Barnes give you an update on the newest exchange-traded funds to be issued, with discussion on the largest by seed capital, thematic investments and the trends they represent.
Options on fixed income exchange traded funds have launched on the Eurex Exchange, to meet the demands of end investors. For firms who have used these instruments under the 40 Act regime in the US, these provide a UCITS equivalent in Europe and they may lead to take up at first.
In some cases these options might be an alternative to using credit default swap index options for hedging or volatility strategies, in others a way to reduce pressure on capital reserves under Solvency II regulations by buying out-of-the-money puts, or for pension funds selling out of the money calls to generate yield enhancement.
Lee Bartholomew, global head of derivatives product R&D for fixed income and currencies at Eurex, and Ashley Curtis, head of FI distribution for iShares EMEA at BlackRock outline the opportunities these new instruments are creating for investors
Deborah Fuhr and Dan Barnes discuss the newest exchange-traded funds to be issued, including thematic investments and several Nasdaq-focused instruments, and examine the trends that those new issues reflect.
Deborah Fuhr and Dan Barnes discuss the latest exchange traded funds to be issued, and examine the trends that those new issues reflect.
The US Securities and Exchange Commission (SEC) approved the derivatives risk management rule which is designed to provide a comprehensive approach to the regulation of funds’ use of derivatives The new rule 18f-4, permits mutual funds (other than money market funds), exchange-traded funds (“ETFs”), registered closed-end funds, and business development companies (collectively, “funds”) to enter into derivatives transactions. The SEC amended rule 6c-11 “the ETF rule” to allow leveraged or inverse ETFs to operate without obtaining an exemptive order.
Kevin Gustafson, general counsel and CCO and Graham Day, head of product & strategy at Innovator ETFs discuss the background to the rule, what the rule means and how it will impact ETF issuers and investors.