Indexing / Passive

Optimise your use of ETFs and index-linked strategies

How the ETF market structure holds up during extreme volatility: Part 2
  • 01 Jul 2026

Explore how gold and fixed income ETFs held up during Covid-19 volatility, supporting liquidity, price discovery, and investor access in stressed markets.

The SRI Chronicles : Long live the VOICE method!
  • 01 Jul 2026

Engagement – whether financial or ESG-related, individual or collective – concerns all investors, whether active or passive. It is one of the three pillars of stewardship policies, alongside dialog...

The Role of Buffers in Reducing Index Churn in Crypto Indices
  • 01 Jul 2026

In the digital asset market, index rebalancing presents a heightened challenge relative to traditional asset classes. Market capitalizations in digital assets exhibit significantly higher short-ter...

Multi-Asset Midyear Outlook: Fortitude Amid Disruption
  • 30 Jun 2026

Investors should consider designing portfolios to stay resilient and capture opportunities. Markets weathered turmoil in the first half, helped by solid earnings with signs of broadening beyond a f...

The Weekly Brief
  • 29 Jun 2026

The Bank of England (BoE) is in a challenging position as the UK economy battles with still-sticky inflation and questions around the growth outlook. Last week’s data showed headline inflation acce...

Investing in real assets with ETFs
  • 29 Jun 2026

Improve the diversification of your 60/40 portfolio with real assets like gold, commodities, and infrastructure—especially now that bonds are no longer the go-to for offsetting stock volatility.

Can systems-level investing solve social issues?
  • 29 Jun 2026

Systems-level investing links social resilience to returns. Explore why inequality cut OECD GDP growth by 4.7 points and matters for beta.

The 2026 Russell Reconstitution: Major Shifts in Style Indices
  • 26 Jun 2026

What investors can expect from this year’s annual FTSE Russell index reconstitution, for both growth and value.

Beyond beta: A framework for thematic investing
  • 25 Jun 2026

Thematic investing and hedge funds: An attractive way to capture market inefficiencies