A note from Tabula Investment Management CEO Michael John Lytle reveals that this year and 2021 could see a big increase in the number of US high yield defaults. Lytle believes that the financial market indicators are optimistic relative to both credit and economic indicators.
After the mother of all market selloffs in March and the mother of all market rebounds in April, it is long overdue to survey the debris that some investors might mistake for a well-constructed portfolio. As an income investor one should really ‘beware the Ides of March’ and in this article I will review four sources of income and the risks that come with that territory.
ETF analytics platform, TrackInsight, has agreed a deal with Nasdaq to be its exclusive distributor for North America, disseminating its services to financial institutions throughout North and South America and promoting the platform’s usage among investment professionals.
Andy Vicat, Rich Evans and Jake Beeman from DXC Technology comment on the lack of a European Consolidated Tape.
March saw the rebranding of Amun AG into 21Shares as the company sought to separate its technology products from its financial business – and also to produce a more financially appropriate name for a Swiss-based company with four spoken languages within its offices. There is a crypto hint in the new name too as it is a homage to the total maximum supply of bitcoin, as only 21 million bitcoin will ever be in circulation.
Passive investment with climate-linked filters is set to increase for pension funds according to a DWS-sponsored survey by consultants CREATE-Research. The survey found that two thirds of pension funds (65 per cent) will increase their climate-linked passive investment.
We’ve long held the view that in the next market downturn, somewhere down the line ETFs would be vilified. And that happened, initially, with headlines noting: wild swings in premiums/discounts; illusion of liquidity; exacerbating volatility. But after the initial hysteria and alarmist headlines, as calmer heads prevailed and market participants shared their truths, the tune changed, and ETFs emerged as a hero in troublesome times.
Ards Ventures, a new consolidator of actively managed fund managers, has been launched by ETF veteran Adam Laird.
Perth Mint has published a statement detailing its actions during a review of its activities by the London Bullion Market Association, and in response to media reports.
Amundi’s latest ETF flows report for the European market finds that global ETFs continued their April recovery into May, with total inflows of EUR37.3 billion.
Change Finance, a majority women-owned ETF issuer with deep roots in activism, is making a big push for pay equity by asking every company in its holdings to release racial and gender median pay gap data.
Beyond Investing’s US Vegan Climate Index, a low-carbon benchmark for cruelty-free and sustainable investing, is two years old, and is celebrating the fact with an announcement that it has enjoyed outperformance versus the S&P 500 of 5.93 per cent, an annualised excess return of 2.92 per cent with a tracking error of 1.39 per cent since launch.
