2018 has so far been a mediocre year for investors. While developed market equities returned good profits, emerging market equities and gold disappointed.
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.
Less than 20% of active fund managers beat their benchmark index according to the persistent findings of the SPIVA report. But the reality is that most portfolios are exposed to multiple benchmarks because they contain multiple funds. So how does the active vs passive debate stack up when you take it to the portfolio level?
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?
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.
Sector ETFs add another string to the private investor's bow, enabling additional options for portfolio diversification and strategy. Here's how you can benefit.
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.
How did a simple stock-bond portfolio develop in the past 20 years? Let’s just imagine that you already had access to cost-effective ETFs and you had invested in a long-term Buy & Hold Portfolio 20 years back.
