February 2025 was another month with strong inflows for the global ETF industry. These inflows occurred in a volatile market environment in which investors around the globe acted nervous over any political and economic news. Investor sentiment was impacted by the discussions around tariffs imposed by the U.S. president and potential tit-for-tat reactions from the markets which are the targets of the new tariffs. That said, the tariffs are seen as a kind of trade war between the U.S. and the rest of the world by some market observers. When it comes to this, investors were concerned about a political

In this issue of LSEG Lipper’s Global Mutual Funds & Exchange-Traded Products Snapshot, we feature a summary of total net assets (TNA) and estimated net flows (ENF) for global responsible investments conventional funds and exchange-traded products for February 2025.   Loading

The global ETF industry enjoyed general inflows over the course of January 2025. These inflows occurred in a mainly positive but volatile market environment. The markets were driven by the effects around the inauguration of Donald Trump as the next U.S. president. On one hand, investors appreciated the expected positive impacts on the U.S. economy from the new administration. Meanwhile, they feared the impacts from possible tariffs, which may cause a global trade war as an unwanted side-effect and higher government spending on inflation and, therefore, on the resulting policies of the U.S. Federal Reserve. That said, the high valuations

In this issue of LSEG Lipper’s Global Mutual Funds & Exchange-Traded Products Snapshot, we feature a summary of total net assets (TNA) and estimated net flows (ENF) for global responsible investments conventional funds and exchange-traded products for January 2025.   Loading

January 2025 was another month with strong inflows for the European ETF industry. These inflows occurred in a mainly positive but volatile market environment. The markets were driven by the effects around the inauguration of Donald Trump as the next U.S. president. On one hand, investors appreciated the expected positive impacts on the U.S. economy from the new administration. Meanwhile, they feared the impacts from possible tariffs, which may cause a global trade war as an unwanted side-effect and higher government spending on the inflation and, therefore, on the resulting policies of the U.S. Federal Reserve. That said, the high

The global ETF industry enjoyed strong inflows over the course of 2024. These inflows occurred in a mainly positive market environment. While most equity markets were further on the rise over the course of the year despite the high valuations of the market leaders. Meanwhile, some bond segments faced the impacts from the beginning of the normalization of yield curves. This might also be the reason why investors are somewhat nervous and reacting quickly on any news that may impact the current market environment negatively. That said, the election of Donald Trump as the next U.S. president had a positive

Convertible bonds are unique financial instruments that combine elements of both fixed-income securities and equities. Since these instruments can offer unique payout profiles, they are often used for diversification within broad diversified portfolios. Convertible bonds are issued by companies as a way to raise capital and provide investors with regular interest payments while offering the potential to convert the bonds into a predetermined number of shares of the company’s stock. The conversion from the bond to stock happens at specific times during the bond’s lifetime and is usually at the discretion of the bondholder. This dual nature makes them attractive

When it comes to investing in equity funds, growth and value funds represent two distinct strategies that cater to different types of investors. Both approaches have unique characteristics and risk profiles, making it essential to understand their differences to select the right product for the specific investment goals of an investor.   What Are Growth Funds? Growth funds focus on investing in companies expected to grow at an above-average rate compared to the broader market. These companies typically reinvest their earnings into their businesses to fuel expansion rather than distributing their profits as dividends to investors. Growth funds often target

In this issue of LSEG Lipper’s Global Mutual Funds & Exchange-Traded Products Snapshot, we feature a summary of total net assets (TNA) and estimated net flows (ENF) for global responsible investments conventional funds and exchange-traded products for December 2024.   Loading

A view of the market movements between January 1, 2024, and December 31, 2024, shows that it is fair to say that this period was a period in which active fund managers could have shown their asset selection and timing skills since the equity markets were driven by a number of different factors. Each of these factors could have caused a major market downturn on their own. There were a lot of geopolitical tensions around the globe beside the war in Ukraine, which showed that democratic states are more vulnerable than one may think. With regard to this, the political

In today’s market environment with a wide range product offerings, even retail investors have an array of options to diversify their portfolios or to enhance their return profile. Two popular choices are themed and sector-based products. While both types of investment products aim to capture growth in specific areas of the overall market, their investment focus and approach differ significantly. Understanding these differences can help investors choose the right product to reach their financial goals. Sector-based products Sector-based products concentrate their investments on specific industries or sectors of the economy such as technology, healthcare, energy, or finance. These funds track

In this issue of LSEG Lipper’s Global Mutual Funds & Exchange-Traded Products Snapshot, we feature a summary of total net assets (TNA) and estimated net flows (ENF) for global responsible investments conventional funds and exchange-traded products for November 2024.   Loading