On ETFs: More Questions than Answers?

The latest thinking on the dynamic ETF sector

Recent data suggests that the global ETF market is worth over $10 trillion across nearly 9,000 products. This highly diverse sector offers tools to boost returns and mitigate risks. However, ETFs are not as straightforward as they may seem. The list below provides investors with the necessary information to answer some of the most pressing questions about these products.

European ETF Market Report: Sep 2022 (Refinitiv)

European ETFs suffered net outflows of around 4 billion Euros in September. This is largely due to the broader bearish sentiment witnessed across markets.

Bond ETFs: Expanding Institutional Opportunities (BlackRock)

For compliance reasons, this paper is only accessible in the United States

Global bond ETFs are gaining attention. BlackRock predicts that by 2030, the sector will be worth more than $5 trillion. Find out what will drive this growth.

UCITS Thematic ETF Report: September 2022 (Global X ETFs)

For compliance reasons, this paper is only accessible in the UK & Europe

The thematic ETF space has seen substantial transformation in recent years. Today there are over 12 such products – totalling close to $30 billion.

Managing Interest Rate and Curve Risk With ETFs (Invesco)

For compliance reasons, this paper is only accessible in certain geographies

Government bond ETFs can enable investors to target maturity exposures. As such, these products can be used to manage a portfolio's interest rate risk.

Do Sector ETFs Outperform Treasury Bills? (2022)

Over 60% of ETFs have generated returns higher than T-bills rates. Despite this positive performance, most sector ETFs underperform the broader S&P 500 index.

Should Leveraged and Inverse ETFs Exist? (Alpha Architect)

Levered and inverse ETFs can add substantial benefits, but only under limited conditions. Excessive use of these products can increase portfolio risk.

Canadian MF & ETF Investor Survey (The Investment Funds Institute of Canada)

For compliance reasons, this paper is only accessible in certain geographies

Investors have demonstrated deep knowledge of both mutual funds and ETFs. However, their confidence in these products has decreased. Find out why.

Worldwide Regulated Open-ended Fund Assets and Flows Q2 2022 (EFAMA)

This year volatility and pessimism dominated financial markets. Open-ended funds, including ETFs, have not escaped the storm.