The emerging market universe includes a very diverse set of countries, many of which are sorely lacking in the types of freedom enjoyed by their people. Some of the biggest…
Tag: ETFs
Managers and Investors Switch to ETFs
“Eager to give the public what it wants, and to keep shareholders from walking out the door with their assets,” some fund providers have begun converting stock mutual funds to…
Bitcoin ETF Could Be Real in 2021
While exchange-traded cryptocurrency ETFs have yet to be allowed in the U.S. due to concerns about “potential manipulation and thin liquidity,” a recent Bloomberg article reports that, “with the world’s…
Investors Plowing Money into Risky ETFs
In the ongoing search for returns, investors are piling into a “volatile and sometimes dangerous” group of ETFs, according to a recent article in The Wall Street Journal. The article…
The Pros and Cons of Direct Indexing
ETFs have been the fastest growing product in the asset management industry. Since 2003, their assets have increased by over 30 times and currently stand above $5 trillion. And that…
Five Questions: A Balanced Look at the Future of ETFs with Nate Geraci
The ETF landscape has been undergoing significant change in recent years. Although the lowest fee products and the largest providers continue to dominate, several new trends have the potential to…
Dead ETFs Cause for Celebration
The number of defunct ETFs hit 1,000 this year and should be considered “healthy and natural in a thriving—albeit brutal—market.” This according to a recent Bloomberg article. “On the practical…
A Framework to Evaluate Value Strategies
By Jack Forehand, CFA (@practicalquant) Earlier this year, I wrote about the mechanics of value investing and the many decisions that go into building value portfolios. Many investors believe that…
Passive Have Surpassed Active Funds
In August, assets in U.S. index-based equity funds and ETFs topped those in active stock funds for the first time. This according to an article in Bloomberg. “Stock picking isn’t…
Five Questions: An Inside Look at ETFs with Chris Hempstead
By Jack Forehand (@practicalquant) — ETFs are both the present and the future of asset management. The combination of lower fees relative to mutual funds, tax efficiency, transparency, and intraday…