For most people within ETF land right now, leveraging technology extends about as far as to using a CRM tool. But with the advent of AI, times are changing and folks are going to have to start tooling up if they want to stay relevant.
Is the Retail channel really the solution for ETF growth?
The Retail channel in the US is pretty healthy, but in Europe and Asia it is still a pitiful small part of the ETF pie. However, in Europe everyone has high expectations that this is going to change over the coming years and Retail will drive the growth of the market, similarly to how it has done so in the US, sort of.
Global ETFs to hit $50 trn in 2 years
JP Morgan recently predicted ETFs in the US will double within the next five years, reaching $15trn, BBH thinks global ETFs will hit $30trn in a decade, PWC reckons global ETFs will hit $15trn by 2027 and on and on it goes. The truth is none of us have a clue really, hence our headline is a big tongue in cheek.
What does UBS’s acquisition of Credit Suisse mean for ETFs?
UBS’s acquisition of Credit Suisse will create Europe’s third-largest fund house, overtaking JPMorgan AM.
UBS will also become the second-largest passive fund provider in Europe, overtaking Vanguard and Amundi, and lagging only BlackRock in index fund and ETF assets. So whilst another big firm gets bigger, will this prompt other large ETF managers to look to make acquisitions and also muscle up? Maybe.
Can crypto ETPs make a comeback?
Crypto ETPs are having a tough run of it. There is an oversupply of some products e.g. Bitcoin ETPs, flows are weak, the SEC is proving stubborn in their stance and the market is blighted with bad actors. So, not really that surprising to see 21Shares close a couple of funds this week. We are sure others will follow.
Are there too many funds now available?
About 4,300 funds and ETFs alone have been launched in the US in the past decade, bringing the total to more than 10,000. In China the number of funds has doubled, reaching 10,576 at the end of last year. Judging by the pace of products that are being launched, have we reached a saturation point? Do investors really need more funds to achieve their objectives?
Should India be on everyone’s radar?
Whilst many U.S. and European asset managers have pinned their long-term growth prospects in Asia on the Chinese market, is it India where the real opportunity lies?
Capital Markets: Is it really that critical to ETFs?
A special Blackwater video series analysing whether the global capital markets is really that critical to ETFs.
With interviews to top asset management firms.
INDUCEMENTS: TO BAN OR NOT TO BAN?
34% believe that inducement payments should be banned citing concerns that this could negatively impact products and advice offered to their clients, according to a CFA study.
Australia: the forgotten ETF market
The Australian ETF industry is often overlooked, at least compared to the coverage in the US or Europe.
However, January started with a bang bringing the Australia ETF industry to a record $138.5 billion in AUM across approximately 240 ASX-listed ETFs.
