Exchange-traded funds (ETFs)
Oil ETF/commodities indexes
Investment in oil-based commodities indexes and ETFs has grown this year, but how will potential regulatory changes impact their development? Katie Holliday looks at what products are being offered and to what extent regulatory uncertainty is impacting…
The index artists
The past 12 months have posed a new set of challenges for the indexing and exchange-traded fund markets. But as delegates to the Art of Indexing Summit USA in New York heard on October 28, providers are adapting to the changed landscape. Now it is simply…
Adding bulls and bears
Handelsbanken has had a good year, helped by its incorporation of bull and bear strategies and move into covered warrants. Richard Jory talks to Peter Frösell about providing trading products to complement the capital-protected and certificate investor…
Index clampdown
The growth of commodity index investments has lured an increasingly diverse investor base into commodities in recent years. But with new regulations due to be announced in December, could this process be thrown into reverse? Mark Pengelly reports
Suspicious minds
While Canada has been far from immune to market woes, one saving grace was the absence of Lehman Brothers-backed product among retail clients. Now the future lies in scrupulous attention to sales processes, the rise of exchange-traded funds and lessons…
Commodity ETPs: limited viability?
Commodity exchange-traded products face an uncertain future unless they can adapt to regulations seeking to impose strict limits on firms’ commodities positions, while fighting competition from products designed to circumvent the new rules entirely…
A bridge too far?
As exchange-traded funds become increasingly complex and start to resemble structured products, are product providers stretching the limits too far in terms of what should constitute an ETF? By John Ferry
The active revolution
Grail Advisors sought to revolutionise the US fund market with the launch of the first actively managed exchange-traded fund earlier this year. As the product range expands, will mutual fund providers and investors go with the flows? Sophia Morrell…