All ETFs articles – Page 2
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White papersTop ETF misconceptions debunked
To maximize the benefits of the ETF wrapper, it is vital to appreciate how, when, and with whom to trade ETFs. We dispel common myths and explain how a deeper understanding of the ETF ecosystem can assist clients in achieving best execution
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PodcastIt’s April: Time to Talk Taxes
As individuals and businesses navigate an increasingly complex financial landscape, tax strategies have become more critical than ever. With evolving regulations, potential legislative changes, and the importance of optimizing for long-term planning, effective tax management is taking center stage. But what opportunities can investors look out for amid this volatility? And how can investors use tools like tax-loss harvesting and direct indexing to maximize their portfolios?
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White papersJevons meets Sputnik: The interdependence of the new and old economy
AI growth exposes significant US power grid challenges and the interdependence of the new and old economy. Learn about the implications of Jevons paradox and DeepSeek’s ‘Sputnik moment’
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White papersNavigating fixed income in 2025: Key trends and insights
Fixed income presents a complex yet promising outlook for institutional investors. Martin Wiethüchter and Sandro Müller, Fixed Income Investment Specialist Group at UBS Asset Management, examine key developments and trends likely to shape the market in 2025 and beyond.
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White papersA sustainable future for commodity index investing?
A new approach to commodity investing - one that considers environmental and social factors.
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White papersAsia ex-Japan Equity: Letter to Investors
The apparently unstoppable growth of passive assets – via exchange traded funds (ETFs) – presents a considerable challenge to active contrarian fund managers (like us). In this letter, we discuss how this powerful dynamic favours momentum stocks and how the outperformance of such stocks might run out of road.
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White papersThe value of vehicles: ETFs vs. index funds and segregated mandates
ETFs are a relatively newcomer to the investment world but have recorded spectacular growth since their launch in 1990. Total AUM in ETFs have now reached USD 14 trillion globally, and exceed AUM in hedge funds. Given ETFs’ increasing share of overall index assets, we believe investors need to be aware of their specifics when selecting an investment vehicle for their index portfolio.
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White papersETF investing – How AI and 3D printing are shaping the future of healthcare
Genomic engineering is the manipulation of an organism’s genes by introducing, eliminating or rearranging specific genes using the methods of modern molecular biology. The technology will enable the analysis of patients’ DNA, and the diagnosis and treatment of diseases. And what’s good for patients can also be interesting for investors.
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White papersSome Credit for Active Management
Tempted by high yield? Here’s why we think investors may want to consider resisting the temptation to invest passively.
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White papersBond Portfolio Optimisation and Mixed Integer Programming
While portfolio optimisation is commonplace in equities, it is more complex in the fixed-income space, partly because of trading lot sizes. Implementing the portfolio composition by converting weights into holdings is easy for equities due to small lot sizes.
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White papersEuropean High Yield: A Clear Case for Active Management
Passive European high-yield strategies may not be as cheap as they appear, and may pose more risk than you think.
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PodcastThe Implications Behind Indexation
Index funds give investors broad exposure to the market at an accessible price point and have taken equity markets by storm in recent years. As index companies make decisions about how to construct their indices, we wonder if those decisions are more active than market participants realize.
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White papersDegrees of climate investing: decarbonisation on paper and in practice
Over the past years, sustainability considerations have permeated the investing space. While traditionally utilised for risk reduction, ESG investing has evolved to not only consider exclusion-based approaches but covers many different areas of sustainability and strategies to translate these into portfolio construction. As almost 90% of global emissions are covered under net zero targets, also a growing number of investors wish to specifically focus on climate in their investments.
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White papersThe Great Reallocation and what it means for fixed income investors
“Income is back in fixed income” – If there was a contest for the catchphrase of the year 2022, this one would certainly be a hopeful contender as it captures the essence of market evolution. The fixed income space has undergone a significant transformation and reallocation implications reverberate into 2023. This has resulted in a year-to-date influx of USD 87bn in global fixed income ETFs.
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