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  • Thursday, 18 May, 2023
    Alice Ross
    Can biodiversity funds help investors protect wildlife?

    The idea sounds good but the reality is complicated and unclear

  • Wednesday, 17 May, 2023
    Investing in funds
    M&G European tracker fund closure leaves investors exposed to CGT hit

    Move highlights an issue where some savers are forced to crystallise capital gains — and so incur a tax liability

  • Friday, 5 May, 2023
    Moira O'Neill
    Rate your fund manager for free

    Data providers are improving their no-cost online measurement tools

  • Tuesday, 2 May, 2023
    ETF HubLatest news on ETFs
    Q1 US sustainable fund sector sales wounded by one ETF

    Without the $6.5bn outflows from a single iShares ETF, the funds would have attracted net inflows

  • Tuesday, 4 April, 2023
    ETF HubLatest news on ETFs
    Gender equality ETFs delivered best performance yet in 2022

    Five of the nine funds beat their relevant benchmarks last year

  • Thursday, 2 February, 2023
    FT Alphaville
    Further reading

    Solvency theatre; lying ChatGPT; the mirage of active success; and the “inane, moronic, irrational, exploding human appendix ****show that is the debt ceiling”

  • Tuesday, 24 January, 2023
    Adventurous InvestorDavid Stevenson
    How to research your next investment

    The online data sources you need — and many are free

  • Thursday, 19 January, 2023
    Investing in funds
    Super passive goes ballistic; active is atrocious

    We’re sure next year will be different though

  • Thursday, 19 January, 2023
    Exchange traded funds
    Market pressures add to US active mutual fund woes

    The vehicles suffered outflows of $879bn in the 11 months to the end of November

  • Wednesday, 11 January, 2023
    Exchange traded funds
    Bitcoin futures ETFs retain allure despite crypto winter

    Cryptocurrency fell 65% in 2022 but US bitcoin futures ETFs recorded steady net inflows

  • Wednesday, 28 December, 2022
    Exchange traded funds
    Clutch of emerging markets bucks trend with huge ETF outperformance

    Chile, India, Mexico and South Korea record year-on-year growth even as global assets fell

  • Monday, 19 December, 2022
    Exchange traded funds
    Metaverse storms ETF charts to become industry’s hottest concept

    A total of 35 vehicles have now launched since the first was unveiled in June last year

  • Monday, 14 November, 2022
    ETF HubLatest news on ETFs
    Investors pump record sums into leveraged ETFs

    The bullish bets, equivalent to more than 5% of all ETF purchases, mean losses were magnified

  • Monday, 24 October, 2022
    ETF HubLatest news on ETFs
    Thematic fund resilience and inflows confound critics

    Morningstar analysis shows mainstream equity vehicles are more likely to be closed down

  • Wednesday, 19 October, 2022
    Investing in funds
    Bill Gross: Bond-fund taxonomist

    Not to be confused with taxidermist

  • Tuesday, 18 October, 2022
    ETF HubLatest news on ETFs
    European fund flows demonstrate strong shift to ETFs

    Net inflows of €52bn compared with outflows of €141bn for open-ended funds mark shift to passive investment

  • Monday, 29 August, 2022
    Moral Money
    Ratings companies come under fire in the anti-ESG crusade Premium content

    Plus, the groups holding back from condemning Putin’s war

  • Monday, 22 August, 2022
    ETF HubLatest news on ETFs
    Active ETFs manage to shine even as mutual funds take a battering

    Strong inflows help assets rise even as active mutual fund holdings plunge 20%

  • Friday, 12 August, 2022
    Exchange traded funds
    ETFs shine brighter than mutual funds after brutal first half

    Tax-loss harvesting is poised to accelerate exchange traded fund adoption in the US

  • Tuesday, 28 June, 2022
    ETF HubLatest news on ETFs
    Smart beta ETF launches sink to 12-year low

    Plain-vanilla strategic beta strategies are gathering the most assets, according to Morningstar

  • Monday, 20 June, 2022
    Exchange traded funds
    ETF strategies for food insecurity offer divergent approaches

    Investing in commodities futures contrasts sharply with newer future of food funds

  • Friday, 29 April, 2022
    ETF HubLatest news on ETFs
    ESG demand drops among European ETF investors

    But first quarter data show strong performance for cyber security, gold and broader commodity funds

  • Wednesday, 6 April, 2022
    Fund management
    Morningstar go studs up on ARK Invest’s flagship ETF

    Roy Keane eat your heart out.

  • Friday, 1 April, 2022
    Investing in funds
    Fund fees drop in most markets as competition hots up

    Costs remain high in regions where banks lead product distribution, Morningstar research finds

  • Thursday, 31 March, 2022
    LexESG investing
    ESG: investors must stop trying to do the right thing for the wrong reasons Premium content

    When it comes to ethical investing, activist investors may be better pathfinders than stolid ESG indices

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