Thought leadership

The STOXX Future Water ESG index underlies the Deka STOXX Future Water ESG UCITS ETF and tracks companies driving innovation in water infrastructure, management and technology. Deka Investment’s Head of ETF Product Management explains how the strategy helps alleviate the water crisis and offers a long-term investment theme.

The DAX® Women Leadership index, which selects German companies with the highest proportion of women on executive and supervisory boards, has outperformed the DAX® by an annualized 300 basis points since March 2018. 

Historical market environments can provide valuable clues about what may happen next. Identifying past periods most similar to today and analyzing how Value, Quality and Momentum factors behaved during those times help guide dynamic factor tilts within the iSTOXX Ang Research Enhanced index family.

Four years after BlackRock and STOXX launched their multifactor ETF collaboration, investors have navigated inflation shocks, higher interest rates, sharp style rotations and growing market concentration.

Thematic and sector ETFs are increasingly being used side by side as investors seek more precise ways to express investment views. In this special report with ETF Stream, STOXX explores the key differences between the two approaches and their evolving role in portfolio construction.

In this special report with ETF Stream, STOXX explores the key differences between the two approaches and their evolving role in portfolio construction.

The STOXX Focus indices build portfolios based on constituents’ geographic revenue sources rather than their country of domicile, providing a more accurate representation of regional risk at a time of rising geopolitical tensions and global trade frictions. An IPE webinar with speakers from STOXX and iShares recently explored the rationale and performance of the strategies.

The STOXX Thematic Framework provides a lens through which investors can understand not only what a theme is, but also where it sits in its journey from innovation to adoption. That journey helps identify the investment opportunity and determine the appropriate method of stock selection.

In this Q&A, the academic and practitioner discusses how the recently launched iSTOXX Ang Research Enhanced indices dynamically rotate between underlying factors to tilt toward signals that appear more attractive at any given time, and how other rules ensure efficient, benchmark-aware access to sources of return.

Dynamic risk mitigation, dynamic diversification and pre-defined protection are three strategies currently in demand when it comes to portfolio downside insurance. Tom Shuttlewood, Head of Strategy & Digital Indices, Product Development at STOXX, explains how each works and why they are increasingly being integrated into index-based investment solutions.

Capturing fast evolving technologies such as AI and quantum computing requires ever more precise tools. The STOXX Thematic indices address this by translating innovation trends into investable frameworks, supported by advanced data and classification insights from EconSight.

European equities have attracted growing inflows in recent quarters, as investors gravitate toward a region offering low valuations and strengthening economic momentum. In this interview with Asset TV, Jason Chen, Senior Portfolio Strategist at DWS Investment Management Americas, examines the key drivers behind that shift and the opportunities emerging across regional stocks.