Tag: ETF thematic investment

Recently, ShareAction, which is a U.K.-based firm with expertise in corporate ESG campaigns, published a report examining how asset managers vote when facing ESG resolutions proposed by other

DWS has debuted three ETFs within its new suite targeting the ninth, eleventh, and twelfth UN SDGs which relate to industry, innovation & infrastructure, sustainable cities, and the circular economy, respectively.

VGT invests in tech stocks across small-, mid-, and large-cap stocks. It is probably fairly valued, although the investing landscape is shaping up for an uncertain 2023/24.Recession is certainly a possibility; however, I believe VGT is probably fairly positioned regardless.

Federal Reserve interest rate policy to again remain the market focus this year and create a chaotic first half. Biotechnology should be favorably positioned relative to the market if the economy slips into a recession. Biotech fortunes near term are to be determined by the performance of the 10-year yield, which should likely remain anchored or slip due to economic concerns.

I have been watching MSOS since before it launched. Before its collapse, I warned investors about its high concentration in just the five largest MSOs. The ETF has been adding shares extensively, but recently there have been redemptions.

Morningstar notes that one of the most significant flow trends during 2022 was investors’ continued support for ESG-tailored ETFs which gathered €51bn net new assets, despite these strategies underperforming more mainstream exposures over the year. According to BI’s Global Asset