Asset Allocation
Passive ETFs Turn Out to Be Pretty Active
They’re often used or even constructed to be anything but index-hugging funds, a study says.
Tag: ETFs
Newsmakers
Sustainable Funds See Record-Breaking Year in 2021
ESG funds attracted nearly $70 billion in net flows last year, a 35% increase from 2020.
Alternatives
As COVID Recedes, Can Gold Maintain Its Lofty Level?
The commodity has been having a good month despite a recent report of low demand.
Asset Allocation
What If Cathie Wood’s Deflation Really Arrives? Now There’s an Antidote
Besides the celebrated money manager, few predict an upcoming era of falling prices, which a new ETF aims to buffer against.
Regulation
SEC Wants Funds to Reveal More Proxy Voting Information
The regulator proposes disclosure rule changes regarding ‘say-on-pay’ votes and securities lending.
Market Moves
Robinhood Is Good for the Market, Says Cathie Wood
The young meme stock crowd will learn valuable lessons trading and their openness to disruption is a plus, the red-hot fund manager declares.
Why Wild and Crazy Bitcoin May Become a Pension Portfolio Fixture
Retirement funds and other institutions are gradually warming to cryptocurrencies.
Market Moves
ETFs on the March: Huge Inflows in September Set Up 2020 for Near Record
They gathered $35.2 billion last month, which should make this year second only to 2017’s blowout.
Asset Allocation
Liking Gold’s Ascent? Just Wait for the Plunge, Study Warns
Duke’s Campbell Harvey charts the wacky ups and downs of the precious metal.
Market Moves
Ackman Bets Against Junk Bonds, Now Resurgent
Hedge fund honcho thinks dragged-out economic recovery will harm high-debt companies.
CIOs Bring Passive Investments into the Mix
But will index funds hold on to their appeal if US stocks hit a bear market in the next year or two?
Finnish Pension Launches Sustainable ETF with $556 Million
Fund will exclude tobacco, fossil fuel, and weapons investments.
Push into Smart Beta Slows as Market Matures
Market saturation, diminishing investor confidence drives slower pace—and lower fees.
US Sustainable Fund Investment Soars to Record High in H1 2019
The $8.9 billion in inflows in the first six months smashes 2018’s full-year record.
Why the Index Effect Is Now Ineffectual
A favorite arb maneuver is crowded out by a swarm of ETFs adding and subtracting stocks.