The Changing World of ETF Products
Using ETFs the right way, no matter the investment strategy
Take a look at some of the latest and most thought-provoking takes on the recent developments in the ETF market. This part of the financial world has been going through a silent transformation in recent months, at least when compared with the amount of coverage other investment-related topics, such as AI, have received.
2024 ETF Handbook (JPM)
The pace of new ETF launches remains robust as providers continue to address new investment themes, offer more granular exposures, and cover more of the investible universe.
2024 Global ETF Investor Survey (Brown Brothers Harriman)
The success story surrounding the global ETF market continues to unfold as the industry matures and increases in complexity.
Not All AAA CLO ETFs Are Created Equal (PGIM Fixed Income)
CLO ETF assets under management have seen a nearly five-fold increase since 2023 to more than $11 billion.
Gold ETF Flows: June 2024 (World Gold Council)
For compliance reasons, this paper is only accessible in certain geographies
Year-to-date, global gold ETFs have lost US$6.7bn, their worst H1 since 2013. Can this part of the ETF market stage a comeback?
Rise of The Active ETF Market: Taking Centre Stage (JP Morgan AM)
The active ETF market has seen momentum steadily grow over the past years. This development is likely to continue.
Retail versus Institutional Flows: Relationships and Implications (State Street)
Fund flows affect all markets, including the ETF universe. However, there are differences in the direction of retail and institutional fund flows.
Taking an Active Look at Trends in ETFs (BNP Paribas AM)
Daniel Morris, Chief Market Strategist, and Luca Pagni, Exchange-Traded Fund Portfolio Manager, discuss the latest developments in the ETF market.
Thinking Thematically: Why Options Income Ate the World (Invesco)
For compliance reasons, this paper is only accessible in certain geographies
Given the ballooning growth of options income ETFs, can allocators ignore this space? This paper argues that they cannot.
Will Active ETFs Take Europe by Storm? (Morningstar)
This article tracks the proliferation of active ETFs, the ETF houses holding the most assets, and how the European market differs from other parts of the world.
The Rise of the Managed Futures ETF (AlphaSimplex)
ETFs provide a convenient access point for accessing fund investments in a daily liquid vehicle similar to a mutual fund.