In this report

Assets continue to pour into ETFs yet smaller funds struggle amid growing signs of fragility

Is it time to halt the rise of ETFs?

Behemoth steam engines ina landscape with smaller players

Regulators are worried about ‘scary growth’

A worker sits on a pile of steel bars at a small factory producing steel beams next to a construction site in Beijing August 1, 2013.
©Kim Kyung-Hoon/Reuters

EM slowdown hurts passive funds

Fund managers prove unwilling to close lossmaking exchange traded funds

A U.S. flag flies outside the headquarters of BlackRock Inc. in New York, U.S., on Tuesday, April 20, 2010.
©Daniel Acker/Bloomberg

Dominance of ‘Big Three’ forces wave of innovation

Large cash flows are also attracting new entrants

End in sight for emerging market rout?

Active managers might be providing first signs of bullishness

A market driven by ‘speculators’

Some consider the short-term trading of index funds to be risky behaviour

A pedestrian holding an umbrella looks at an electronic stock board outside a securities firm in Tokyo, Japan, on Wednesday, Sept. 9, 2015
©Kiyoshi Ota/Bloomberg

Money pours into smart beta strategies

More providers now offer multi-factor products

September 2015

Bond funds attract record inflows

BIS has warned investors to be wary of a ‘liquidity illusion’

©Lucas Jackson / Reuters

Fight breaks out over high-yield ETFs

A look at the recent scrap between Carl Icahn and Larry Fink

Ben Seager-Scott of Tilney Bestinvest

Securities lending raises worries

iShares is accepting ETFs as collateral

Simon Klein: Dramatic rise in volatility

Volatility boosts currency-hedged products

But, despite the rewards, investors face higher costs

Europe is the next frontier for strategists

Providers hope to help create more funds of ETFs

BlackRock’s domination continues

The group may one day lose the top spot but it will take time

February 2015

ETF giants bet on futures for flows

Banks’ increasing costs are making ETFs more attractive to derivatives buyers

iShares fights for fund flows

The fund house is struggling to stay ahead in a rapidly growing market

ETF price war continues to rage in Europe

Questions raised over how much further companies can go

Smart beta is no guarantee you will beat the market

Seven of the 10 biggest vehicles underperform Russell 3000 index

Happy anniversary—but challenges lie ahead

The ETF industry faces hurdles that must be overcome if expected growth is to be achieved

Uncertainty sparks a rush for gold

In the hunt for havens, it is not just the yellow metal that is proving popular


ETF fee cuts spur industry revolution

Fight for market share is attracting new investors

Gold ETFs struggle to shine

A return to large inflows is looking unlikely

Geopolitical risk rising for ETF investors

Active managers have more freedom of manoeuvre

ETF providers eye Europe’s retail market 

Some providers have set ambitious targets for expansion

MSCI removes Russia from the equation

More indices may decide to exclude the country

Top index providers stay dominant – for now

New entrants try for a foothold in the booming index business

Bond ETFs’ lure of backdoor to liquidity

But watchdogs have expressed concerns

‘Through train’ may derail HK ETF sales

A tie-up with the Shanghai bourse could end a valuation gap

Rules and regulations dog ETF managers

Financial regulation reforms bring new challenges

New ETF breed faces hurdle of strategy disclosure

Development of active ETFs faces regulatory hurdles

China leads big drop in Asia ETF inflows

Stock market weakness weighs on sentiment

New entrants eye uneasy alliances

Fidelity ETF tie-up with BlackRock setting a trend

Top three keep smaller rivals at bay – for now

Steep climb facing challengers to ETF leaders

Lifting the lid on the secrets of ETFs

Private investors in Europe lack ETF tools

Source deal marks the maestro’s return

Ex-iShares boss leads Warburg Pincus to ETFs

Short-term bets and a long-forgotten use

Retail ETF investors learning from institutions