‘ Equities ’

Virtus ETF Solutions and InfraCap launch active preferred stock ETF

May 23rd, 2018 | By
Virtus ETF launches the Virtus InfraCap US Preferred Stock ETF on NYSE Arca

Virtus ETF Solutions has partnered with Infrastructure Capital Advisors to launch the actively managed Virtus InfraCap US Preferred Stock ETF (PFFA US) on NYSE Arca. The fund seeks income and capital appreciation by investing in a portfolio of preferred securities issued by US companies with market capitalizations greater than $100 million.

Smart beta adoption grows but challenges remain, finds FTSE Russell

May 23rd, 2018 | By
Rolf Agather, managing director of North America research, FTSE Russell

According to the fifth annual FTSE Russell smart beta survey, 48% of asset owners globally have an existing allocation to smart beta strategies, the highest proportion since the survey began. Rolf Agather, managing director of North America research, FTSE Russell, said, “With five years of results for our global smart beta survey, we are able to offer unique insight across the industry on how the preferences and needs of our global clients are changing.” The index provider notes that educational shortfalls remain, despite the strong growth in adoption.

ETF market update from BMO GAM’s Morgane Delledonne

May 23rd, 2018 | By
Morgane Delledonne, ETF investment strategist, BMO Global Asset Management.

Developed equity markets were relatively flat to slightly rising last week, while the US 10y Treasury yield rose to 3.11%, the highest since July 2011, and oil prices climbed to $79.3 per barrel on Thursday.

Lyxor launches multi-factor long/short equity ETF

May 21st, 2018 | By
Lyxor launches multi-factor long/short equity ETF

Lyxor has launched the Lyxor Scientific Beta Developed Long/Short UCITS ETF, providing exposure to an equity market neutral index that is composed of a long position in a number of portfolios designed to maximise exposure to different factors and a short position in a broad market capitalization-weighted index.

First Trust unveils multi-asset addition to Dorsey Wright ETF suite

May 21st, 2018 | By
Dorsey Wright determines ‘relative strength’ by comparing the price performance, or momentum, between asset classes.

First Trust Advisors has launched the First Trust Dorsey Wright DALI 1 ETF (DALI US) on Nasdaq Exchange. The fund dynamically adjusts its exposure across four broad asset classes based on price momentum signals analysed by relative strength specialist Nasdaq Dorsey Wright.

REX Shares launches actively managed blockchain ETF

May 20th, 2018 | By
Brian Kelly, CEO and founder of BKCM Funds

REX Shares has launched the REX BKCM ETF (BKC US) on NYSE Arca. BKC provides exposure to a globally diversified, actively managed portfolio of companies deriving revenue from any aspect of the blockchain ecosystem. The fund will be managed by Brian Kelly, a leading authority on cryptocurrencies, the author of the book “The Bitcoin Big Bang”, and a regular contributor to CNBC’s “Fast Money”.

Versatility drives greater ETF use among European institutions

May 18th, 2018 | By
ETFs gaining popularity with Asian institutional investors, finds Greenwich Associates

ETFs deliver the versatility that European institutional investors want in the current fast-changing global market environment, according to a recent study by Greenwich Associates. “After multiple years of regular use, European institutions have found ETFs to be simple, versatile and cost-effective tools, and they are ramping up their investments at a rapid clip,” says Greenwich Associates managing director, Andrew McCollum.

First Trust Canada launches actively managed international equity ETF

May 17th, 2018 | By
First Trust Canada launches actively managed international equity ETF

First Trust Portfolios Canada has launched the First Trust International Capital Strength ETF (FINT CN) on Toronto Stock Exchange. The actively managed fund invests in equity securities of developed market companies, excluding the US and Canada, with a focus on fundamental strength and growth.

DWS closes three US-listed Xtrackers ETFs

May 17th, 2018 | By
DWS will close and liquidate three of its Xtrackers ETFs.

DWS will close and liquidate three of its US-listed Xtrackers ETFs—the Xtrackers MSCI Brazil Hedged Equity ETF (DBBR US), Xtrackers MSCI EAFE Small Cap Hedged Equity ETF (DBES US), and Xtrackers MSCI Mexico Hedged Equity ETF (DBMX US). The funds, which collectively account for less than 1% of DWS’s total US AUM, will have their last day of trading on 31 May 2018.

Vanguard makes case for passive approach to China

May 17th, 2018 | By
Vanguard makes the case for a passive approach to China

While the volatility and inefficiencies of the Chinese equity market – inherent in most emerging market countries – lends itself to opportunities for active investment management, ETF provider Vanguard highlights that picking winners can be difficult over the long term. Instead, the asset management giant proposes that a low-cost and highly diversified indexing strategy is a good approach in any market, including China.