Index

The STOXX Global 1800 index fell 5.5% in dollars and 4.1% in euros last month, the worst January since 2016, as investors assessed the potential impact of interest-rate hikes by the Federal Reserve. US, Momentum and Quality shares led losses, while dividend and Value stocks appeared as relative winners.

Stocks tumbled last month, posting their weakest showing since March 2020 and the worst January since 2016, as investors assessed the potential impact of higher US interest rates.

Qontigo’s global index provider STOXX Ltd. has announced an unscheduled adjustment to the SDAX index.

Designed to facilitate equity financing, Eurex is introducing new equity total return futures (ETRFs) that replicate popular OTC equity swaps and incorporate the benefits of an exchange-listed product. Stuart Heath from Eurex explains what advantages ETRFs bring to banks and investors, and describes the role of indices in creating the new contracts.

It appears onerous and sometimes confusing, but the European Union’s Sustainable Finance Disclosure Regulation (SFDR) aims to enhance and protect participation in sustainable investments — a cause well worth the trouble.

Aligning portfolios with the UN Sustainable Development Goals is a fast-growing segment of responsible investing (RI), one with a different profile and outcome to ESG or climate considerations. A recent webinar explored how investors can employ the SDGs for portfolio management, index construction, reporting and more, using the Sustainable Development Investments Asset Owner Platform (SDI AOP).

We talk to Paul Lacroix, Ossiam’s Head of Structuring, about the switch of index underlying the Ossiam STOXX® Europe 600 Equal Weight NR ETF, and why an equal-weighted ESG strategy can boost both the ESG profile and price returns of a portfolio.

Qontigo’s global index provider STOXX Ltd. has announced an unscheduled adjustment to the MDAX index.

The exchange-traded fund started trading on the Korean Stock Exchange on December 22 and provides domestic investors direct exposure to Europe’s biggest economy and a means of geographic and industry diversification.

Fund issuers seeking to design sustainable-investment products to be distributed across European markets face an uphill struggle because of widely diverging national and regional frameworks. A new Qontigo whitepaper highlights the intricacy of Europe’s ESG labeling landscape and provides some recommendations that may help overcome its pitfalls.

Er ist groß und enthält erfolgreiche Unternehmen aus Europa: Gerade für Einsteiger ist der Index eine gute Basis. Doch es gibt auch Risiken.

The STOXX® Global 1800 index jumped 4.3% last month, for a 21.1% advance in 2021, as the Omicron coronavirus variant was reported to lead to significantly lower levels of hospitalizations than previous types. Despite lockdowns, ongoing travel restrictions and supply-chain bottlenecks, the STOXX Global 1800 index finished last year 37% above its pre-pandemic peak in February 2020.