All entries by this author

Is South Korea crowding your emerging markets allocation?

Dec 1st, 2020 | By
Dimensional launches EM ex-China multi-factor ETF

By John Welling, Director, Equity Indices, S&P Dow Jones Indices.

Key to evaluating core international equity benchmarks is an understanding of the country exposures offered.


Will the vaccine be a shot in the arm for value stocks?

Nov 30th, 2020 | By
Philip Lawlor, Head of Global Investment Research, FTSE Russell.

By Philip Lawlor, Head of Global Investment Research, FTSE Russell.

Vaccine-lifted hopes of a quicker return to economic normalcy have triggered dramatic reversals across global financial markets in recent weeks.


Reinvigorating income with equities

Nov 26th, 2020 | By
Holly Framsted, Head of US Factor ETFs within BlackRock’s ETF and Index Investment Group.

By Holly Framsted, US Head of Factor ETFs at BlackRock.

Investing for regular income seems like it should be a straightforward proposition. And yet, there is more to income investing than many appreciate.


Gold ETCs versus gold futures: the fee difference widens to a record

Nov 25th, 2020 | By
Jim Goldie, EMEA Head of Capital Markets, ETFs and Indexed Strategies at Invesco.

By Jim Goldie, EMEA Head of Capital Markets, ETFs and Indexed Strategies at Invesco.


Commodity ETFs: It pays to do the research

Nov 23rd, 2020 | By
Commodity ETFs: It pays to do the research

By Emily Doak, Managing Director of ETF Research for Charles Schwab Investment Advisory.

Just because an investment drops in value doesn’t mean it’s a bargain.


Tesla added to the S&P 500

Nov 20th, 2020 | By
Tesla added to the S&P 500

By Hamish Preston, Associate Director, US Equity Indices, S&P Dow Jones Indices.

S&P Dow Jones Indices announced that Tesla will be added to the S&P 500 prior to the open on Monday, Dec. 21, 2020.


Covid-19 changes the landscape of gold demand

Nov 10th, 2020 | By
George Milling-Stanley, Chief Gold Strategist at State Street Global Advisors

By George Milling-Stanley, Head of Gold Strategy, State Street Global Advisors.

At a high level, COVID-19 has had a seemingly small impact on total global gold demand, but there have been some noteworthy shifts.


The case for active management with ETFs

Nov 9th, 2020 | By
The case for active management with ETFs

While many investors have historically used ETF vehicles as a way to access passive investment strategies, PIMCO believes that these investors may be losing out on opportunities to enhance their returns through active management while also benefitting from the structure of the ETF vehicle.


Energy drags commodities lower in October

Nov 4th, 2020 | By

By Fiona Boal, Head of Commodities and Real Assets, S&P Dow Jones Indices.

The headline S&P GSCI fell 3.6% in October.


The changing face of innovation

Oct 19th, 2020 | By
John Feyerer, Senior Director of Equity ETF Product Strategy, Invesco.

By John Feyerer, Senior Director of Equity ETF Product Strategy, Invesco.

Ask just about any investor about innovation, and the first word that comes to their mind will likely be “technology.”