Indexing / Passive

Optimise your use of ETFs and index-linked strategies

The Weekly Brief
  • 18 hours ago

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...

Explore ETF opportunities in the current economic environment
  • 18 hours ago

Understand how government bonds contribute to a resilient and balanced investment strategy by offering stability and protection against market volatility.

Looking past the US Tech dominance
  • 18 hours ago

US equities broaden beyond Tech as AI volatility rises. Russell indices show rotation to small caps and value stocks.

US Supreme Court Strikes Down Trump's Tariffs
  • 3 days ago

Equities were modestly lower on the week as US megacaps held back cap-weighted indices.

J.P. Morgan Equity Premium Income ETFs
  • 4 days ago

Explore our range of active income ETFs benchmarked against the MSCI World, S&P 500 and Nasdaq 100, and find the best income ETF for your investment needs.

JREB: Active exposure to euro corporate bond markets, with the benefits of the ETF wrapper
  • 4 days ago

Explore JREB, an actively managed euro corporate bond ETF designed for flexibility, transparency and efficient access through the ETF wrapper.

Why Today’s Environment Favors Mortgage-Backed Securities
  • 4 days ago

A strong housing market and supportive federal policy could benefit US mortgage-backed securities. It can sometimes be hard to tell whether the US housing market is hot or cold. Currently, existing...

Tax efficiency is structural: ETFs continue to issue fewer capital gains than mutual funds
  • 5 days ago

As Tax Day approaches, you may be paying closer attention to capital gains. See how ETFs compare with mutual funds—and why the difference in tax efficiency matter.

The Callan Periodic Table Collection: Year-End 2025Expanding upon our Classic Periodic Table, the Collection offers additional versions focused on equity, fixed income, institutional investors, and alternatives such as real estate, private equity, and hedge funds. Other tables compare the performance of key indices to zero and to inflation.
  • 6 days ago

Expanding upon our Classic Periodic Table, the Collection offers additional versions focused on equity, fixed income, institutional investors, and alternatives such as real estate, private equity,...