Thematic Investing

The Qontigo Investment Intelligence Summit held on May 5 was the stage for a discussion around index-based thematic investing. Two industry experts — from BlackRock and Qontigo — explained why assets are flowing into thematics and why the strategies can best target the upside of a world undergoing structural change.

Stocks tumbled in April by the most since the onset of the COVID-19 pandemic as investors’ expectations grew that the Federal Reserve and other central banks will need to raise interest rates faster and higher to fight inflation.

After two years of virtual gatherings, I’m thrilled to announce that the flagship Qontigo Investment Intelligence Summit will return in person this May. This year’s Summit, which we have called ‘Together in ’22,’ will take place in London on May 5 and in New York on May 19. The two events will offer insights on some of the most important […]

The exchange-traded fund offers exposure to an industry whose phenomenal growth has only accelerated in recent years. The underlying STOXX USA ETF Industry tracks US companies with the highest revenue exposure to businesses involved in the design, issuance, sale and trading of ETFs worldwide.

The futures will track four STOXX thematic indices that have a technology focus: Automation & Robotics, Breakthrough Healthcare, Digitalization and Digital Security. The centrally-cleared derivatives will complement a growing thematics ecosystem that includes ETFs, helping investors better manage portfolios.

As the EURO iSTOXX Ocean Care 40 is named Index of the Year by SRP, we dive deeper into the drivers behind the launch of the thematic index. We talk to Céline Jaquelin, responsible for French Institutional Clients at SILEX, Qontigo’s partner in the design of the Ocean Care indices.

Stocks rebounded in March from two months of losses, helped by expectations of a resolution to the war in Ukraine. Basic-resources and energy companies paced gains for a second consecutive month.

The war in Ukraine has hit the various business sectors in the equity market in different ways. In contrast, themes such as infrastructure, clean energy transition and cybersecurity have emerged as outperformers. A new whitepaper from Qontigo’s Applied Research team analyzes this divergent performance and what it says about asset-allocation approaches.

Stocks fell in February as the military conflict in Ukraine and sanctions imposed on Russia prompted investors to sell shares in all industries except basic-resources and energy companies.

The iSTOXX® USA Ocean Care 40 Index follows on the success of the EURO iSTOXX® Ocean Care 40 Index and tracks companies whose operations and programs are helping stem the degradation of the world’s water bodies, marine ecosystems and the environment.

Stocks tumbled last month, posting their weakest showing since March 2020 and the worst January since 2016, as investors assessed the potential impact of higher US interest rates.

Stocks rose in December and wrapped their third consecutive year of double-digit gains, as fears of economic disruption stemming from the Omicron coronavirus variant abated.