Content (185)
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White papersBlog | Coronavirus outbreak generates risk aversion contagion in January
The coronavirus outbreak rekindled worries about slowing global growth, depressing risk appetite and pushing bond yields lower, while US equities posted modest gains. Join Philip Lawlor, managing director of Global Market Research at FTSE Russell, to hear about market performance in January.
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White papers
Why climate change also matters for government bond investing
Sovereign debt investors are exposed to a range of climate change risks that are generally not well understood or incorporated into the investment process. Part of the challenge has been the lack of sustainable investment products and viable climate data.
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White papers
Target Factor Exposure: Investment applications and solutions
Factor strategies differ significantly in terms of portfolio construction. There is much debate regarding the pros and cons of alternative construction approaches. A vigorous debate has unfurled over the best way to combine factors into a single portfolio, with some practitioners preferring the top-down approach and others favoring a bottom-up “integrated” approach.
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White papers
Blog | Pensions and Investments article: a decade of evolution in climate data and investing
The start of a new decade is a natural opportunity to reflect on progress the industry has made improving the tools and solutions for sustainable investing — particularly for climate impact. It’s easy to forget that just 10 years ago, “climate investing” meant investing in clean tech sectors to most. We know now that incorporating climate change into portfolios is a much more foundational exercise.
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Blog | Taking stock of UK equity performance as Britain leaves the EU
Although UK stocks as measured by the FTSE 100 and FTSE 250 ex Investment Trust indices (see Chart 1) have delivered positive absolute returns since the start of 2016, UK equities have structurally underperformed global equities over the same period (Chart 2). This is reflective of both the strength of the performance of global equities (particularly the US) and investors factoring in a risk premium for UK equities as Brexit uncertainty built.
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White papers
Blog | FTSE Russell & CME Group – US small cap equity perspectives in 2020
Market experts from leading global index provider FTSE Russell and CME Group recently gathered to share their insights on US small cap equities in 2020, including opportunities and risks on the horizon and how investors can use index-based investment products to optimize exposure to this important asset class.
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White papers
The pros and cons of daily and monthly index rebalancing: Canada
Is it better for a bond index to be able to change every day, or only every month?
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White papers
Blog | How home bias hurts European investors
We recently blogged about the negative impact of home bias on equity returns for institutions based in North America, Japan and Australia since the global financial crisis.
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Blog | 2019 was a breakthrough year for ESG investors
Record assets flowed into ETFs that provide exposure to stocks based on ESG considerations in 2019, reflecting a growing desire on the part of investors to add sustainability considerations to their investment portfolio.
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White papers
Blog | An unusually good year for global equity markets in 2019
Clearly, 2019 was a banner year for global developed and emerging equity markets as reflected by the FTSE RIC Capped Index Series. Uniform positive returns were headlined by Russia (+53.4%), Switzerland (+33.5%) and Canada (+29.5%).
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White papers
Blog | Are there active bets hidden in your index?
As the bull market has marched on in 2019, rising markets have continued to lift US stocks to new highs. Indexes are generally the metric for these milestones, which can at times raise questions about uneven performance—particularly when an index reaches an all-time high while another comparable index doesn’t. But comparisons such as these lose sight of the very purpose of a passive index, which is to stay true to its stated objectives rather than outperform them.
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White papers
ETFs in the 2020s: four trends to watch
The increased adoption of ETFs was one of the most striking of all the investment revolutions that characterized the 2010s. A decade ago, many retail investors still considered ETFs to be novel, exotic, and somewhat complicated. And institutions weren’t rushing to embrace ETFs either, as many were already reaping low cost benefits from other index vehicles.
