ETF Express Newsletter

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NEWSLETTER | 18 Sep 2020

Active ETFs are certainly enjoying all the attention at the moment. As we put this newsletter to press, we were able to report on Natixis’s launch of three semi-transparent active ETFs based on three of their star manager mutual fund products from firms as august as Loomis Sayles, Harris Associates and Vaughan Nelson. Interviewed by ETF Express, Nick Elward, SVP, Head of Institutional Product and ETFs at Natixis, described the process as a marathon not a sprint but says that it brings all the benefits of active management within the added benefits of the ETF vehicle.

More news on active comes with JP Morgan Asset Management’s second outing for its annual global ETF survey reveals that close to half of all client monies will be in active or smart beta ETFs by 2023. Active ETFs are enjoying their moment with investors needing the support of an active manager in volatile and uncertain times.

Over at FlexShares, Mark Carlson, senior investment strategist, comments that Value might be back on the table – a concept that seems almost quaint after the long run of its sibling Growth. Carlson believes that the Value factor can be useful in terms of evaluating exposure within the high yield market place. He also warns on inflation making its reappearance and proposes a little inflation preparation in investor portfolios, saying: “Investing against inflation is like buying insurance for your portfolio – it’s nice to have in case things turn ugly.”

Both Lipper at Refinitiv and Amundi have August numbers which show that money continues to flow into ETFs regardless of their flavour, as it were.

Please do take a look at the programme for our etfLIVE North America digital summit, going live, virtually, on 20 October – professional investors go free and we now have added CPD points!

Beverly Chandler
Managing Editor, ETF Express

Companies in this issue
Amundi
BlackRock
DWS
FlexShares
Innovator ETFs
JP Morgan
Lipper
Natixis
Refinitiv
Tabula
Vanguard
VictoryShares
XTrackers

Natixis launches three active semi-transparent ETFs

Thu | 17 Sep 2020, 15:40

“It’s a marathon not a sprint,” says Nick Elward (pictured), SVP, Head of Institutional Product and ETFs at Natixis which has just announced the launch of three semi-transparent ETFs. The process of launching them started in 2017, they got the approval in 2019 and are launching those ETFs on 17 September.

Thu | 17 Sep 2020, 15:40

Amundi reports that interest in global ETFs remained buoyant in August with investments increasing by EUR50.0 billion. Investors allocated EUR22.7 billion to shares, as the appetite for riskier assets has continued to strengthen, Amundi says.

Thu | 17 Sep 2020, 15:40

The European monthly ETF data from the Lipper team at Refinitiv shows that ETF promoters in Europe experienced net inflows of EUR8.9 billion for August.

Thu | 17 Sep 2020, 15:40

The Value factor might make all the difference in that hunt for yield says Mark Carlson, Senior Investment Strategist at FlexShares ETFs.

Thu | 17 Sep 2020, 15:40

JP Morgan Asset Management’s (JPMAM) second iteration of its global ETF survey has revealed that close to half (40 per cent) of all client money allocated to ETFs will be in active or smart beta ETFs by 2023.

Japan ETFs and ETPS gather net inflows of USD6.58bn during July 2020, says ETFGI

Thu | 17 Sep 2020, 15:40

ETFs and ETPs listed in Japan gathered net inflows of USD6.58 billion during July, bringing year-to-date net inflows to USD51.54 billion significantly more than the USD26.44 billion gathered at this point in 2019 and significantly more than the net inflows of USD36.72 billion gathered in all of 2019.

Global ETF launches 10-17.09.20

Thu | 17 Sep 2020, 15:40

A real mixed bag of new ETFs this week includes Innovator Capital Management’s new Stacker funds, the world’s first ETFs to offer a multiple exposure on the upside, to a cap, with a single exposure to the downside, plus a new Tabula fund designed to take advantage of the steepness in investment grade credit curves. We also have several new Xtrackers funds from DWS, three additions to Invesco’s BulletShares suite, as Nasdaq next 50 ETF from VictoryShares, plus a new ‘all-in-one’ retirement ETF from Vanguards based on eight existing equity and fixed income funds.