Index

Futures on the EURO STOXX Banks Dividend Points Index are trading between 7.9% and 23% below their pre-war prices, depending on the maturity, even as equity prices recover. Traders have raised expectations that a slowing economy may hit lenders’ ability to continue or increase their payments to shareholders.

For years, factor investing has demonstrated its potential to outperform the general market.

The war in Ukraine has hit the various business sectors in the equity market in different ways. In contrast, themes such as infrastructure, clean energy transition and cybersecurity have emerged as outperformers. A new whitepaper from Qontigo’s Applied Research team analyzes this divergent performance and what it says about asset-allocation approaches.

On February 24, Qontigo and Responsible Investor hosted a webinar to discuss the state of play in Europe’s ESG fund labeling landscape. A panel of experts analyzed the aims of the labels, their intersection with broader European regulation, and what it all means for the ultimate goal of achieving a more sustainable economy.

Arun Singhal, joined The Podfolio podcast to discuss index investing, and the emergence of smart beta strategies that blur the line between active and passive approaches.

The Russian invasion of Ukraine spooked equity investors around the world, but losses were not distributed equally across all sectors, with some industries even exhibiting positive returns. This opens up opportunities for more focused strategies such as thematic investing.

As the outlook for Technology stocks appears uncertain, we look at the risk-management benefits for Korean investors of adding a little DAX exposure to a KOSPI portfolio.

Changes were announced as part of the March regular review for the DAX 50 ESG, DAX ESG Target and DAX indices.

For the past 20 years, a multi-factor strategy as targeted by the STOXX Europe 600 Industry Neutral Ax Multi-Factor Index has fared extremely well, and much of that consistent performance can be traced to the benefit of diversifying across different sources of return premia.

There is growing interest in the social pillar of ESG, especially on gender balance – a criterion often overlooked by responsible investors. On the occasion of International Women’s Day, we talked to Equileap’s Diana van Maasdijk about how gender equality is being integrated into portfolios, and why progress on this front is so slow.

The iSTOXX MUTB Japan Low Carbon Risk 30 Index tracks those Japanese companies with the best profile in terms of carbon emissions and carbon risk management, and additionally screens for quality characteristics including high profitability. The index, which expands STOXX’s collaboration with Japan’s Mitsubishi UFJ Trust and Banking Corporation (MUTB), will underlie an ETN to be listed by Mitsubishi UFJ Morgan Stanley Securities Co., Ltd. (MUMSS) in Tokyo.

Qontigo has licensed the iSTOXX MUTB Japan Low Carbon Risk 30 Index to Mitsubishi UFJ Morgan Stanley Securities Co., Ltd. (MUMSS).