February 24, 2021
Shares of Tesla are retreating, dragging other electric vehicle stocks along for the ride, but near-term volatility doesn’t dent the long-term electric vehicle thesis. Nor does it diminish the allure of exchange traded funds like the
SMOG seeks to replicate as closely as possible, before fees and expenses, the price and yield performance of the Ardour Global IndexSM (Extra Liquid). Tesla and Nio represent large percentages of the ETF’s holdings. With an emphasis on lowering emissions via their electrical vehicles, Tesla and Nio have been producing stellar gains the past year.
“The transition from conventional cars to electric vehicles (EVs) is accelerating, directly impacting auto makers and auto parts providers,” according to VanEck research. “This is creating investment opportunities in battery cell makers, charging infrastructure and charge stations, optimization software, as well as semiconductors, cameras, etc. We strongly believe this accelera
February 24, 2021
International small- and mid-cap stocks (SMID) are often overlooked, but this asset class offers plenty of potential. Investors can get in on the action with the
PDN is based on the FTSE RAFI Developed ex U.S. Mid-Small 1500 Index, which is comprised of small- and mid-capitalization equities of companies in developed international markets (excluding the US), selected based on four fundamental measures of firm size, including book value, cash flow, sales, and dividends. The equities are based on their fundamental strength and are weighted according to their fundamental scores.
U.S. small- and mid-caps have it easier than their international peers. Smaller U.S. companies benefit from operating in one of the easiest countries for commerce. The United States regularly places near the top in the World Bank’s annual rankings of countries for its ease of doing business. The companies have access to a population of 330 million consumers who principally speak one lan
BNP Paribas Asset Management has launched two new fixed income ETFs targeting eurozone and emerging market government bonds while tilting towards countries with enhanced environmental, social and governance credentials.
BNP Paribas has expanded its suite of ESG fixed income ETFs with the launch of two government bond strategies.
The funds are referenced to
JP Morgan indices that harness data from Sustainalytics, RepRisk, and the Climate Bonds Initiative to overweight green bond issues or issuers ranked higher on ESG criteria, and to underweight or remove issuers that rank lower.
A country’s ESG rank reflects a mix of qualitative and quantitative analysis including values-based screening, such as participation in controversial weapons and thermal coal; norms-based screening, such as evidence of illegal activities, human rights violations, and disregard for UN Global Compact principles; and positive screening, which rewards countries with robust ESG business practices.
February 24, 2021
Retail investors doubling as ‘do-it-yourself’ portfolio managers can orchestrate their own capital allocations into stocks and bonds. But the majority of investors can opt for a ‘set it and forget it’ option with the
The fund seeks to replicate as closely as possible, before fees and expenses, the price and yield performance of the Ned Davis Research CMG US Large Cap Long/Flat Index (NDRCMGLF). The NDRCMGLF Index follows a proprietary model that determines when, and by how much, it allocates to U.S. equities and/or U.S. Treasury bills to seek to help avoid losses in declining markets or capitalize from rising markets.
Invesco Ltd. (NYSE: IVZ), a leading global asset management firm, announced the launch of the
Invesco International Developed Dynamic Multifactor ETF (IMFL). The addition of IMFL broadens the firm’s dynamic multifactor suite, which currently includes ETFs that access large-cap and small-cap US equities to include international equities. Invesco’s dynamic multifactor ETFs adapt and evolve factor holdings as the market environment changes.
“Invesco has a strong track record of offering dynamic multi-factor ETFs that adapt and evolve factor holdings as the market environment changes,” said Anna Paglia, Global Head of ETFs and Indexed Strategies at Invesco. “Clients will now have access to international equities across geographies through an easily accessible single suite of ETFs.”