Indexing

Data

Direct indexing looks for an opening amidst ETF uptake

New Schwab research shows the growing appeal of exchange-traded funds, while raising questions about whether investors are open to direct indexing.

Equities

Research shows US dollar ‘remains at strongest level in decades’

Qontigo’s weekly Equity Risk Monitor also revealed falling factor volatility has driven down index risk while Gulf Arab markets came out as top performers.

ETFs

Money market funds realize longest weekly inflows streak of the year

Research from Refinitiv Lipper shows money market funds have reported four straight weeks of inflows, while US broad-based equity indices traded positive for the fourth week in five.

Indexing

Investing in times of uncertainty

Where to allocate available funds and tactical moves to improve returns and mitigate risk are important issues that have even the savviest among us questioning the proper strategy and approach.

Equities

Is the worst now over for small-caps?

According to Royce Investment Partners' Francis Gannon, there was "nowhere to run and nowhere to hide" in a bearish second quarter for small-caps.

Data

Leveraging machine learning to outperform traditional model portfolios and funds

Technology can remove the human bias in investing, whilst also offering investors exposure to the securities they own, but with reduced drawdown, minimized volatility and lower beta.

Research

Direct indexing gains appeal as taxable losses mount

Technology platforms evolve quickly to give financial advisers tools to help clients mitigate the tax hit as financial markets decline.

ETFs

Advisers expect considerable inflows to thematic ETFs by the end of 2022

The HANetf thematic survey revealed that 90% of wealth managers and advisers expect to increase their exposure to thematic ETFs over the next 12 months.

News

Personalization is the new normal and is here to stay

Direct indexing offers clear benefits for investors and their advisors. Is this trend coming quicker than you might think?