Thematic Investing

The index selects European companies from ICB’s Aerospace and Defense Sector that have revenues from specific defense activities, seeking a focused strategy on the military re-equipment theme.

A weaker US dollar helped stocks recover in April, but extended this year’s losses for euro-based investors.

Amundi, Europe’s leading asset manager , and STOXX Ltd., part of the ISS STOXX group of companies, announce a new collaboration to provide investors with an Amundi ETF solution – co-designed by two major European players – focused on European strategic autonomy in the field of defense.

STOXX currently offers five indices targeting specific segments within the Artificial Intelligence theme. Ladi Williams, Head of Thematics & Strategy, Index Product Management at STOXX, discusses in an interview with Asset TV the construction of indices covering such a vast and complex theme.

Stocks had their worst month since September 2023 in March, as investors fretted about the outlook for US economic growth, inflation and international trade. US stocks paced the retreat.

An ISS ESG net-zero scenario alignment assessment shows the STOXX Global Artificial Intelligence index largely overshoots the IEA’s carbon emissions budget by 2050. Yet, that is not far from the case for the broader equities market, and technology advancements may help change the situation in coming years.

Ladi Williams, Head of Thematics and Strategy Index Product Management at STOXX, talks to ETF Stream about the STOXX index suite targeting the artificial intelligence theme.

European stocks extended January’s strong performance last month, as investors continue to favor a region that’s underperformed in recent years. US indices failed to keep their momentum.

With five thematic indices targeting the Artificial Intelligence theme, STOXX offers issuers and investors flexible opportunities to harness the entire value chain around the technology. A new whitepaper explores the construction of the indices through a life-cycle thematic framework.

The STOXX Artificial Intelligence suite currently consists of five indices and is used to capture the different aspects and development stages of the targeted theme. This paper uses the AI theme to discuss thematic investing, and explore the identification of key subthemes and construction of thematic indices.

Stocks jumped in January as investors’ optimism that earnings will continue to grow overshadowed concerns about global politics and trade issues.

Stocks dropped in December, paring global indices’ double-digit returns in 2024.