Index / ETFs

Qontigo’s global index provider STOXX Ltd. has announced an unscheduled adjustment for ADVA Optical Networking SE in SDAX.

The recent launch of the STOXX U.S. Equity Factor Index, which underlies the iShares U.S. Equity Factor ETF (LRGF), highlights the real-world performance benefits of a factor-based approach that seeks to manage risk relative to a capitalization-weighted benchmark.

Stocks tumbled in June, with the STOXX® Global 1800 index sliding into a bear market, on concern the world’s major economies may be headed for a recession while central banks are fighting runaway inflation.

Direct Indexing has exploded in popularity and more financial advisors are incorporating it into client portfolios than ever before. Increased adoption, advances in technology and appreciation for the tax benefits of Direct Indexing will likely continue to accelerate its rapid growth. How will this impact the advisors’ perception and use of ETFs going forward? Qontigo’s Rob Reina, and other expert panelists addressed the pros and cons of each when constructing portfolios for your clients and offer in-depth analysis on their most appropriate applications.

The STOXX Global Digital Entertainment and Education Index captures the global digital transformation of entertainment and education – a long-term structural change. The individual characteristics of the stocks in this index are what set it apart: the Specific Return factor made the largest positive contribution to the seven-year return of all the indices in the study.

Qontigo has licensed the STOXX Global Digital Entertainment and Education Index to BlackRock as an underlying benchmark for an iShares ETF, the latest addition to a growing range of innovative thematic solutions available to European investors.

Term spreads have risen in multiple regions around the globe, as long-term sovereign yields soared amid rising (expected and actual) inflation but central banks took longer to raise short-term interest rates. The impact of this on international real estate has mostly been positive over the past two-and-a-half years.

Eurex, one of the world’s leading derivatives exchanges, has introduced a new segment with the launch of its first thematic index futures.

Due to the breach of basic criteria (timely publication of Quarterly Statement or Quarterly Financial Report, as outlined in section 5.1.2 in the Guide to the DAX Equity Indices) Nordex SE will be deleted from the SDAX and TecDAX.

Real estate has long had the reputation of being at least a partial hedge against inflation, since both rental income and property values typically respond positively to inflationary pressures. The iSTOXX Developed and Emerging Markets ex USA PK VN Index has lived up to this reputation historically and is continuing to do so in the current inflationary environment.

Thematic ETFs have seen their biggest decline in assets globally, as assets plunged 6.9 per cent in Q1 driven by negative investment returns.

A rebound in the month’s last week helped the STOXX® Global 1800 index record a small positive return for May, as investors continue to assess the impact on markets of rising interest rates in the US and elsewhere.