Blog posts

The first edition of Morningstar’s European Active/Passive Barometer shows the extent to which active managers in the region have underperformed their passive peers in recent years, suggesting the active-management industry must contend not only with high costs but with poor returns too. 

Inderpal Gujral, Head of Product at STOXX, discussed ideas on thematic investing at the Inside ETFs event that was held in London on Oct. 1–2, 2018.

Factor investing has gained enormous traction in recent years as a transparent and low-cost way to exploit widely-acknowledged sources of market-excess returns, so-called risk premia.

Socially responsible investing (SRI) has in recent years become a major consideration in the asset-management industry. Three recent surveys help shed light on the high level of adoption among both institutional and retail investors. 

Global equity indices rose in September, helped by a continued bull market in US shares, a multi-month jump for Japanese stocks and a mild rebound in Europe. 

September 2018 marked the tenth anniversary of Lehman Brothers’ collapse, an event that epitomizes the traumatic happenings of 2008.

On Sep. 11, STOXX Ltd. won the ‘Best Index Provider Japan’ award from The Asset, whose publications and research are an invaluable source for Asia’s financial decision makers.

This year, we have revised some of our oldest and most established benchmark indices. MDAX®, SDAX® and TecDAX®, our indices for German mid-sized and small companies and technology shares, have been part of the DAX® family since 1996, 1999 and 2003, respectively.

STOXX has announced the results of the annual review of the STOXX® Global ESG Leaders Index, with Japan, Germany and Hong Kong providing the most entrants to the benchmark of corporate sustainability champions.  

Investors in emerging markets are enduring yet another volatile ride. Stymied by rising interest rates in the US, shares in those developing nations most dependent on external financing have slumped. 

Global revenue from the sale of artificial intelligence (AI) software may grow to $106 billion by 2025, from $5.4 billion in 2017, according to a new report from Tractica, a research firm focusing on human interaction with technology.

August brought the biggest outperformance for US stocks relative to European indices in nine years, as buoyant American growth contrasted with financial and economic concerns in Europe.