News & Research

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.

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.

Experts from STOXX took part in four panels at the annual gathering organized by Eurex, shedding light on structural shifts in volatility markets, options-based strategies and thematic index innovation.

In its third year of existence, the iShares EURO STOXX 50 ESG ETF offers exposure to a core Eurozone benchmark minus controversial business activities. Sophie Thurner, ETF Product Strategist at BlackRock, explains how the ESG ETF fits in investors’ portfolios and how its underlying index has adapted to evolving regulation.

The iShares Core Multifactor ETF suite was introduced in June 2022. We spoke with Priya Panse, CFA, lead strategist for BlackRock’s US Factor ETFs, to discuss what defines a modern, risk-controlled multifactor strategy.

Tom Shuttlewood, Head of Strategy and Digital Asset Indices within Product Development at STOXX, spoke during the Eurex Focus Day on Volatility about possible avenues to expand the current offering of the STOXX volatility indices.

From the effect of compounding to volatility decay and little interest, there are frequent misconceptions about trading leveraged ETPs. Oktay Kavrak, Head of Communications & Strategy at Leverage Shares, addresses five of them to set the record straight.

A trading analysis of the past 12 years shows a large portion of the daily returns in the EURO STOXX 50 index occurs between a session close and the immediate open the following day. But does it pay off to trade this nighttime boost? Hamish Seegopaul, Global Head of Index Product Innovation at STOXX, takes a look.