Happy holidays Our photo this week shows the Chandler Publishing team celebrating the holidays, complete with Sushi (a long-haired chihuahua, not one of the courses consumed at the lunch). It’s been quite a year for the markets, with double digit drawdowns in both equities and bonds and as the year closes, I have been pulling together the investor interviews for our annual Global Outlook report, which will be published in early January. Each investor continues to marvel at how well the ETF industry withstands these volatile markets. Our Global Outlook this year is sponsored by Qontigo STOXX, and Axel Lomholt, Chief Product Officer, Indices, notes, in his opening interview: "I would argue that ETFs have maintained their popularity because of market conditions. As we have seen before investors prioritise ‘safe products’ during uncertainty." More to come on this early next year. We close the year with two US interviews, one with well-named Defiance ETFs whose approach to innovation and thematics has given them IBIT – up 20 per cent this year on the back of the chaos that has hit the crypto and blockchain ecosystems. Sylvia Jablonski, CEO and CIO of Defiance ETFs, explains that IBIT is based on short positions on the Amplify Transformational Data ETF (BLOK). Second interview this week is with another right place, right time ETF’s manager - Kevin Simpson, CIO of Capital Wealth Planning, and portfolio manager for the Amplify ETFs’ Amplify CWP Enhanced Dividend Income ETF (DIVO), a high dividend ETF which has performed extremely well relative to the markets this year, doubling its assets to USD2 billion year to date. Wherever you are over the coming holidays, the team at Chandler Publishing wishes you a happy and restful break. Our 2023 Global Outlook, in association with Qontigo STOXX, will be published on 9th January and our ETF Express newsletter will return on the 13th of January. Beverly Chandler, Managing Editor
For live updates please follow us on Twitterand LinkedIn. Companies in this issue Amplify ETFs BlackRock Defiance ETFs Dimensional Fund Advisors DWS
Eagle Global Advisors HANetf Kovitz Investment Group Northern Trust Asset Management PGIM Qontigo STOXX Shinhan Asset Management Solactive TrueMark |