The ETF Investor - Episode 62 - Do AMETFs make Investing Easy or More Complex?
Release Date: 12/13/2024
The ETF Investor
EasyETFs, new kid on the block as an ETF issuer, have joined the growing list of actively-managed ETFs on the JSE, but does this make things more complex, or “Easy” for investors? We also revisit its roots in Cloud Atlas and the closure of that chapter.
info_outline The ETF Investor - Episode 61 - Bridging the CIS-ETF DivideThe ETF Investor
When one of the largest active fund managers in South Africa join the ETF industry, people take notice, and others ask questions. What’s behind the Coronation strategy, and what’s inside their range of AMETFs?
info_outline The ETF Investor - Episode 60 - Actively Managing a Balanced Fund, a Foundational Investment SolutionThe ETF Investor
Traditional index-tracking ETFs require an index to track. So what if there is no index, like in the case of balanced funds, or multi-asset portfolios? The construct of an actively-managed ETF provides an ideal solution for simple, straightforward, strategic, static asset allocation strategies in a cost-effective, rules-based, transparent investment option, suitable for all investor types.
info_outline The ETF Investor - Episode 59 – Actively Managing Global Property InvestmentsThe ETF Investor
With the top of the global interest rate cycle in focus, we turn our attention to the outlook for listed property companies and REITs, and the range of exchange-traded product options available on the JSE. There is more to consider than just the interest rate cycle, and we investigate how active management can be applied in global property ETF investments.
info_outline The ETF Investor - Episode 58 - Actively Managing Factor and Style InvestmentsThe ETF Investor
Just when you thought factor-based investments have passed their sell-by date, a new South African ETF issuer has burst onto the scene with a multi-factor, style-based, risk-managed, actively-managed domestic equity ETF.
info_outline The ETF Investor - Episode 57 - Actively Managing Index-Tracking FundsThe ETF Investor
For many investors the term ETF is synonymous with index-tracking, or so-called “passive” investments, and the concept of an actively-managed ETF therefore represents a contradiction in terms. But the term “active management” does not necessarily mean lots of activity or significant tracking differences to the reference index, and it offers opportunities to manage index-referenced investments more efficiently.
info_outline The ETF Investor - Episode 56 - Choosing between different ETFs tracking the same indexThe ETF Investor
FNB recently listed three new offshore ETFs, but the underlyings are very familiar to us – MSCI World, MSCI Emerging Markets and S&P 500. How do you choose between multiple ETF options when they offer the same – or very similar – underlying investment exposure?
info_outline The ETF Investor - Episode 55 - How to DIY your ETFs on the HUBThe ETF Investor
Financial advisors play an important and valuable role in the wealth creation and preservation journey. But can you DIY at least some of it, and if so, where and how? The ETFSA Investor Hub is the perfect combination of digital-when-you-want-it, and human-when-you-need-it.
info_outline The ETF Investor - Episode 54 - Is Factor Investing Dead?The ETF Investor
Factor- and style-based investment strategies continue to evolve and attract the attention of portfolio managers and analysts alike. But when an ETF Manco proposes the amalgamation of two of their factor-based ETFs into a vanilla, size-based ETF, the inevitable question arises about the future of factor investing.
info_outline The ETF Investor - Episode 53 - Bonds Beyond Index-TrackingThe ETF Investor
There is so much more to investment on the stock exchange than buying shares in local companies, and the strong growth in bond ETFs are testimony to the attraction of a whole new world for investors. Whether you think “bonds are boring”, or “the bond market is the smartest in the world”, this discussion on actively-managed bond ETFs is bound to expand your horizons.
info_outlineEasyETFs, new kid on the block as an ETF issuer, have joined the growing list of actively-managed ETFs on the JSE, but does this make things more complex, or “Easy” for investors? We also revisit its roots in Cloud Atlas and the closure of that chapter.