Posts filed under “ETFs”

10 Key Trends Changing Investment Management


Very nice big macro think piece from HSBC global research, looking at the key drivers of markets, psychology, asset prices and investing:

Ten Key Trends Changing Investment Management
1. The search for yield.
2. The death – or rebirth – of equities
3. Risk minimising strategies
4. The growth of multi-asset
5. The shift to passive
6. The relentless rise of ETFs
7. The decline of the hedge fund?
8. Harvesting the illiquidity premium
9. Where will the money come from?
10. The challenge of ESG (environmental, social, governance)

Huge amount of info on each trend — its a 50 page report . .



The 10 key trends changing investment management …and how they will affect asset prices
Multi Asset Strategy September 2012

Category: ETFs, Investing, Psychology

ETF Comparison Tools

Popular ETFs Trading volume and market capitalization are the metrics that we’ve used to measure the popularity of ETFs. • Most Popular ETFs: Top 100 ETFs By Trading Volume • Largest ETFs: Top 100 ETFs By Assets ETFs by Cost An ETF’s expense ratio is a measure of the investor’s cost to hold the ETF…Read More

Category: ETFs, Investing

Do Exchange-Traded Funds Pose A Threat to Stability?

Exchange-Traded Funds Ozgur Emre Ergungor Cleveland Fed   ETFs are one of the most successful financial innovations of the last few decades. As a new, rapidly growing, and increasingly complex financial instrument, ETFs might raise concerns about the risk they pose to financial stability. While they do not seem to pose a threat at this…Read More

Category: ETFs, Think Tank

Mutual Funds & Managers to Avoid

> My Sunday Washington Post Business Section column is out. This morning, we look at The mutual funds and managers to avoid. Both the print and online versions shared the same headline. Here’s an excerpt from the column: “Many factors determine how well your investment returns do. The big ones are (1) how your holdings…Read More

Category: Apprenticed Investor, ETFs, Investing

The Best Funds 2012

Category: ETFs, Video

Bill Gross on Bonds, Mutual Funds & ETFs

Bill Gross, who runs the world’s biggest bond fund at Pacific Investment Management Co., discusses the bond market and investment strategy. He speaks with Trish Regan, Lisa Murphy and Adam Johnson on Bloomberg Television’s “Street Smart.”

Bloomberg, Feb. 23 2012

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Category: ETFs, Video


click for full graphic

full graphic after the jump

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Category: Digital Media, ETFs, Investing

A quick look at ETFs

The Financial Times – Look to history for profitable stockpicking The growth, proliferation and popularity of exchange traded funds has had consequences not all of which are beneficial. Today investors need no longer discern and analyse the differences between Exxon and Chevron since the Energy Select Sector ETF provides an opportunity to own both. And…Read More

Category: ETFs, Think Tank

ETF Assets

Click to enlarge: The Financial Times – ETF glow fades for US investors A record number of new US exchange traded funds failed to attract substantial investor demand last year, leaving fund operators facing losses in one of the first signs that the industry’s explosive growth may have peaked. ETFs allow investors to trade baskets…Read More

Category: ETFs, Think Tank

The Story of ETF Creation and Redemption

Ever wonder what allows ETFs to be liquid? The answer is “creation and redemption,” the process that lets ETFs trade even when volume is low. Using simple illustrations and a metaphor about flowers, this seven-minute animation will change the way you look at ETFs.

Hat tip Themis Trading

Category: ETFs, Video