Wealth Management Expert Opinion
- Tuesday, 05 September 2017
- Written by Detlef Glow
Are alternative UCITS a reasonable alternative for investors?
Even as the U.S. Federal Reserve Bank (FED) has begun to raise interest rates, the markets are still in a low-interest-rate environment. Especially for Europe, some experts expect these conditions will stay around longer, even though the European Central Bank (ECB) is starting to speak about tapering...
Read more...- Wednesday, 21 June 2017
- Written by Detlef Glow
Review of the European ETF Market, May 2017
The promoters of exchange-traded funds (ETFs) enjoyed net inflows for May. These net inflows led to increased assets under management in the European ETF industry (€578.1 bn) for May, up from €570.6 bn at the end of April...
Read more...- Wednesday, 21 June 2017
- Written by Detlef Glow
Pitfalls of Passive Investing
Increased competition in ETFs, especially for “plain-vanilla” products, has led to falling prices in this segment, while themes and strategy-based products—such as factor investing and environmental, social, and corporate governance/sustainable, responsible, and impact investing (ESG/SRI)—have a sufficient margin for their promoters...
Read more...- Wednesday, 21 June 2017
- Written by Detlef Glow
Are Innovative Products a Call for More Research Efforts?
Looking at the newly launched funds in Europe, I have come to realize that there seems to be a general trend toward more flexibility in the funds. A high number of funds launched over the last three years have extended investment objectives...
Read more...- Tuesday, 30 May 2017
- Written by Detlef Glow
The Rise of Factor ETFs in Europe
Exchange-traded funds (ETFs) that invest based on factor strategies have become very popular in Europe over the last three years. Investing with a factor strategy means these funds do not follow a market capitalization-weighted index...
Read more...- Thursday, 25 May 2017
- Written by Detlef Glow
European Investors Chase Yield in Global Bond Sectors During April 2017
April was the fourth consecutive month showing a positive picture for long-term mutual funds. European fund promoters enjoyed net inflows into bond funds (+€21.0 bn), followed by mixed-asset funds (+€8.4 bn), equity funds (+€6.4 bn), and alternative UCITS products (+€2.1 bn) as well as real estate funds (+€0.4 bn) and commodity products (+€0.3 bn)...
Read more...- Tuesday, 16 May 2017
- Written by Detlef Glow
Review of the European ETF Market, April 2017
The promoters of exchange-traded funds (ETFs) enjoyed net inflows for April. These net inflows, in combination with positive market impacts, led to increased assets under management in the European ETF industry (€570.6 bn) for April, up from €565.1 bn at the end of March...
Read more...- Tuesday, 16 May 2017
- Written by Detlef Glow
Is Capacity a New Restriction for the ETF Industry?
The European exchange-traded fund (ETF) industry has truly written a growth story over the last 16 years. The steadily increasing assets under management have led to a number of discussions about the impact of the ETF industry on the markets...
Read more...- Tuesday, 16 May 2017
- Written by Detlef Glow
Will 2017 Be a Record Year for the European Fund Industry?
Looking at the headline figures, the first quarter of 2017 could be considered a good quarter for the European fund industry, since the assets under management (+€1.2 tr) hit an all-time high at the end of March. The European fund industry enjoyed net inflows of €210.5 bn over the course of first quarter 2017...
Read more...- Tuesday, 16 May 2017
- Written by Detlef Glow
A Brief Comment on the Takeover of Source by its Rival Invesco Powershares
On April 27, 2017, Invesco and Source announced that Invesco will take over Source for an undisclosed amount of money. The merger itself is not surprising, since the owner of Source—Warburg Pincus—had been looking to sell the company since October 2016...
Read more...
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Detlef Glow
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