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WisdomTree comments on how currency fluctuations impact ETF returns

Nov 17th, 2017 | By
WisdomTree comments on how currency fluctuations impact ETF returns

By Wisdomtree’s economic research team.

Investors looking to invest in ETFs may notice there are different currencies associated with the instrument. These currencies can have a significant impact on the return of the product, and therefore it’s important to understand how they work and why they fluctuate. This article seeks to offer some clarity to investors and traders around how currencies in ETFs work.



Nikko: Cultural and other factors differentiating BoJ and ECB policies

Nov 8th, 2017 | By
John Vail, chief global strategist, Nikko Asset Management.

By John Vail, chief global strategist, Nikko Asset Management (Nikko is the second largest ETF provider in Asia with over ¥4 trillion in ETF assets under management).

Despite all the fanfare, Japan never did truly move to a negative policy interest rate. When announced in January 2016, negative policy rates were only applied to bank reserves at the BOJ that were deemed excessive.



Look beyond an ETF’s expense ratio: SSGA

Nov 3rd, 2017 | By
James E. Ross, chairman of the global SPDR business, SSGA

By James E. Ross, chairman of the Global SPDR business at State Street Global Advisors.

It’s a refrain we repeat often at State Street Global Advisors and during meetings with clients: when selecting an ETF, you need to look beyond the expense ratio to assess a fund’s total cost of ownership. Why? Because using the expense ratio as the sole factor when selecting an ETF without considering additional variables, especially how you will invest and trade that fund, could wind up costing you more money in the long run. 



WisdomTree: Why European investors are allocating to growth strategies

Nov 3rd, 2017 | By
Nizam Hamid , ETF strategist at WisdomTree in Europe.

By Nizam Hamid, ETF Strategist at WisdomTree in Europe.

European investors are increasingly allocating to growth as a style. Over the past nine years, equity assets in the growth category increased by close to 12.5% per annum, outstripping both value and blended/market capitalisation categories. The current strength of Eurozone economic fundamentals, with higher expected rates of growth, combined with the end to quantitative easing which is likely to be a prelude to rising rates, sets the scene for a continued focus on growth strategies.



Emotion, Acronyms and ETFs

Oct 31st, 2017 | By
Peter Sleep, Senior Investment Manager, Seven Investment Management (7IM)

Peter Sleep, Senior Investment Manager, Seven Investment Management (7IM) explores some criticisms of ETFs that have recently been levelled by some commentators in the media.



Nikko: Will investors be ready when Chinese bonds go global?

Oct 30th, 2017 | By
Nikko: Will investors be ready when Chinese bonds go global?

By Holger Mertens, head portfolio manager, global credit and Chia Woon Khien, senior portfolio manager, fixed income at Nikko Asset Management.



Six trading best practices to improve your ETF execution

Oct 25th, 2017 | By
Jason Guthrie, director of capital markets, WisdomTree.

By Jason Guthrie, director of capital markets, WisdomTree.

New investors are using ETFs more and more every day. As a result, we’re increasingly asked about ETF execution and implementation. While it’s important to note that there are several ways to implement an ETF trade and therefore there isn’t one right or best way to execute, there are, however, some simple guidelines we believe will help investors better understand the nature of ETF execution and could help investors achieve better execution.



SPDR ETFs: Four principles for building your core portfolio

Oct 25th, 2017 | By
SPDR ETFs: Four principles for building your core portfolio

By Matthew J. Bartolini, head of SPDR Americas research, State Street Global Advisors.

A strong, flexible portfolio depends heavily on how assets are allocated in its core. That’s because the core is the largest part of a portfolio, and research has long shown that asset allocation decisions explain over 90% of the variance in portfolio returns. And today’s low return expectations make building an ultra-low cost, diversified core more important than ever so that costs don’t erode your investment returns.



BlackRock: What’s next for China’s economy?

Oct 19th, 2017 | By
BlackRock: What’s next for China’s economy?

By Richard Turnill, global chief investment strategist at BlackRock.

China’s growth is set to cool in 2018 after a surprisingly strong year while economic risks are rising, thinks Richard Turnill, Global Chief Investment Strategist at BlackRock.



S&P DJI: Diwali gold buying may be the safest since 1996

Oct 18th, 2017 | By
S&P DJI: Diwali gold buying may be the safest since 1996

By Jodie Gunzberg, head of commodities indices, S&P Dow Jones Indices.

In light of the gold buying tradition for the upcoming Diwali festival in India, many might be wondering how valuable their gifts may be based on the price of gold. Several factors influence the price of gold that make timing gold as an investment difficult; however, now there might be upside potential for gold, especially since its volatility is so low.