All North America articles
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White papersBlog | Monsters, mud and misunderstanding
At the Inside ETFs industry confab in late January, David Nadig of #ETFTrends led a lightning round of 10 questions in 20 minutes for FTSE Russell executives Jayni Kosoff, head of fixed income strategy & business development and Rolf Agather, director of North America research. With the goal of generating an “intense amount of information in a short period of time,” Nadig’s questions were designed to make #InsideETFs industry conference goers think about how market indexes, data and analytics—spanning equity and fixed income—fit into the ETF industry.
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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
Investment Perspectives - Building smarter allocations to U.S. growth equities
U.S. equity markets offer global investors an essential window of access to developed market economic growth. Lower global risk premiums are forcing investors to look more actively for relative value opportunities within their strategic allocations. High secular growth opportunities within the U.S. market can improve the resiliency ...
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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
Trump’s Trade Triumphs May Not Settle Markets for Long
Trade truce does not necessarily mean trade peace. Despite recent agreements by the U.S. with China and its North American partners, we’re still a long way away from what was recently considered normal, and the risk remains all-too clear at this week’s Davos “After-Party.”
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White papers
SPIVA U.S. Mid-Year 2019
How do active managers stack up against their benchmarks over short and long time periods.
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White papers
Does Past Performance Matter? The Persistence Scorecard
The S&P Persistence Scorecard attempts to distinguish a manager’s luck from skill. One key measure of successful active management lies in the ability of a manager to outperform his peers consistently.
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White papers
Top trends in 2020 - Infrastructure Outlook
Infrastructure 2020: cleaner and more connected
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White papers
Volatility Did Not Help Active Managers’ Persistence Scores
While many investors appear to believe that winners persist over time, the most recent S&P Persistence Scorecard underscores the well-known disclaimer that “past performance is no guarantee of future results”: irrespective of asset class or style focus, few fund managers consistently outperformed their peers.
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White papers
Blog | US equity markets - a focus on size and style
As investors race toward the finish for 2019 and look ahead to 2020, US large caps continue to outperform small caps while growth still leads value. FTSE Russell market experts share insight on whether these trends are likely to continue into the new year
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Asset Manager News
Bouwinvest to Invest $65 Million in U.S. ‘Last Mile’ Logistics
Dutch institutional investor Bouwinvest has allocated $65 million (circa €58 million) to last mile logistics properties in the United States on behalf of its North America Mandate for bpfBOUW, the Dutch Construction Workers pension fund. The new asset allocation focus forms part of Bouwinvest’s strategy to grow its North American portfolio to €1.7 billion, from €1.3 billion currently.
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White papers
How Is SPIVA Data Informing Advisor Allocations?
Take a closer look at how and why some advisors are using SPIVA and Persistence data to meet client
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White papers
Revisiting the Power of Passive Investing
How powerful is passive investing today? Take an in-depth look at the active vs. passive debate with
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White papers
Despite All The Focus on Trade, Inflation Remains Low
U.S. trade trouble continues with a “Phase One Deal” less than imminent, the IEA asserts how U.S. shale-oil production will reshape global energy markets and don’t hold your breath on a December Fed rate cut.
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White papers
Blog | New futures tools help retail investors address US small-cap equity market volatility
New data from CME Group, Cboe and global index provider FTSE Russell shows a broader set of retail investors utilizing futures products to address US small-cap equity market volatility.
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White papers
Initial Margin Landscape
Neil Murphy, business manager of triResolve, discusses what the regulatory initial margin landscape changes mean to the market and how in-scope firms for phase 5 and 6 may decide to take an alternative approach to IM compliance.
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White papers
Adding Equity Index Futures to your Portfolio
No matter your investment vehicle, as a standardized, liquid contract, Equity Index futures may make a strong addition to your portfolio. Dive into the latest research to learn more about key features of Equity Index futures.
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White papers
FX Options Are Poised For Growth
A renewed focus on electronic trading is essential to fuel longer term FX options growth.
