The Core-Satellite strategy boosts a Buy and Hold portfolio with exotic ‘satellite’ asset classes that have the potential to enhance risk-adjusted returns. The strategy enables savvy investors to exploit the insight that markets are not always efficient by harnessing opportunities in niche markets.
Synthetic ETFs suffered reputational damage in the wake of the Global Financial Crisis. Investors have favoured physical ETFs ever since, so why do you still need them and who offers them?
With portfolio rebalancing, you keep your portfolio on track. It helps you to control the risks in your portfolio in the long term and offers the chance of an additional return through countercyclical trading.
MSCI and S&P are changing their stock market sector classifications. We explain what this shake-up means for ETF investors as it’s all-change for the Technology, Telecommunication and Consumer Discretionary sectors.
Gold has been considered a valuable asset for thousands of years. Modern-day investors only have to invest in ETCs (Exchange Traded Commodities) to get their hands on the precious yellow metal.
If you’d like to invest in property or want to diversify your portfolio then REIT ETFs are a great way to gain exposure to the global and UK real estate markets.
How many bond indices can you name? For most people, the answer hovers around zero. So discover more about these mysterious instruments at the heart of bond ETFs.
This is how ETFs replicate their index: A summary of all replication methods of ETFs. The aim is to replicate the index as accurately and cost-effectively as possible.
La diversificación se refiere a la distribución de la riqueza entre diferentes clases de activos, sectores y regiones. La diversificación de las inversiones dentro de la cartera permite reducir considerablemente el riesgo.
Según los estudios, la asignación de activos determina el 90% del éxito de las inversiones. Te mostramos cómo distribuir tus activos en la cartera ETF entre distintas clases de activos con la combinación de inversiones adecuada.
Bigger is better is a good rule of thumb when comparing similar ETFs. Larger ETFs can exploit economies of scale to lower their costs and are less liable to liquidation with unfortunate consequences for your returns.
To diversify risk and return expectations across multiple markets, it makes sense to invest in more than one ETF. But which portfolio strategy is best? Here’s an overview of the dominant approaches.
An ETF tracks the performance of its index as closely as possible. But who is behind the indices? After all, your results depend on how their products capture the market.
With currency-hedged ETFs, you can protect yourself against the risk of foreign currency investments. We explain how currency-hedged ETFs work when you need them and how to find the right one.
