FUND PERFORMANCE

Value enjoys return to the spotlight in Wide Moat form

Value enjoys return to the spotlight in Wide Moat form

Value investing is under the spotlight already this year, having spent some five to 10 years in the doldrums, outshone by its glamorous growth cousin. Brandon Rakszawski (pictured), Senior ETF Product Manager at VanEck, has noted that November 2020 saw the Morningstar Wide Moat Focus Index come back strongly relative to the S&P 500 Index to erase a good portion of its 2020 relative underperformance. 

RESEARCH

Cerulli Associates finds thematic investing in Europe will continue to attract assets

Cerulli Associates finds thematic investing in Europe will continue to attract assets

Research conducted by Cerulli Associates finds that thematic ETFs enjoyed a boom over 2020 and their popularity is set to continue over 2021. Net flows into sector-themed equity products during the first 10 months of 2020 amounted to EUR89 billion (USD108 billion), more than triple the net sales for 2019. Assets under management amounted to EUR512.4 billion at the close of October 2020, the firm says.

INTERVIEW

Agility Shares promotes alternative to buffered outcome ETF as market roars up

Agility Shares promotes alternative to buffered outcome ETF as market roars up

Since launching active ETFs in the summer, Agility Shares has raised close to USD51 million. The ETFs are managed by USD2.1 billion Toews Asset Management and Dan Kullman (pictured), Director of Education and Training at the firm explains that the majority of the asset raise has been in THY, the firm’s Agility Shares Dynamic Tactical Income ETF, while the smaller asset base has gone into MRSK, the Agility Shares Managed Risk ETF, designed to attempt to lower drawdowns and lessen risk without capping any potential gains.