Jul 15, 2019
Why do rebalances matter?
3 of our ETFs recently went through their annual index rebalances. While investors focus mainly on fees and liquidity, the rebalancing and index methodology of ETFs are equally, if not more, important to the investor experience and returns. To that end, we’d like to highlight June’s rebalances and explain what investors can expect going forward.
Jul 13, 2019
G20 and Osaka – What It Means
The highly anticipated G20 Summit seemed to have concluded in a nice conciliatory note as the world powers converged in Osaka this past weekend. Or did it? While it seemed to have eliminated the “total risk-off” worst case scenario, and perhaps rebuilt confidence for China equities especially the new economy sectors, beyond the rhetoric, what we have is not really a pause in the trade war. The war continues as evident in the tariffs. A more accurate description is that both sides have agreed not to escalate the trade war while talks resume.
Jul 2, 2019
Trump has pushed "Humpty Dumpty" off the wall - what now? The race for new trade blocs and supply chains
Whatever happens over coming weeks and even months in the US-China trade war, Donald Trump has irreparably broken the global trade architecture. And with it, he has also forced a realignment of the global supply chain that will likely see ASEAN emerge as a new manufacturing centre.
Jun 27, 2019
Perpetual Put vs Recession
As we approach the end of 1H19, it is clear that the market now finds itself in a tug of war between the Fed Put and the potential for recession. We explore this dynamic, discuss Q1 vs future growth across the 4 major economies (US, Europe, Japan and China) and remind investors to stay defensive going forward by tilting toward value and quality where possible.
Jun 12, 2019
Ministry Outlines Ultra HD Video’s Broad Application Prospects
Jul 22, 2019
Making the Case for Localized Quant Investing in Emerging Markets
Mar 7, 2019
经S＆P Dow Jones Indices LLC事先书面同意后转载。有关S＆P Dow Jones Indices LLC的更多信息，请访问http://www.spdji.com。
[Interview with S&P Dow Jones Indices] Harnessing Emerging Market Growths....
Oct 30, 2018