News & Research

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.

Stocks fell in November, with indices reverting gains in the month’s last three sessions, as the emergence of the Omicron variant raised concerns the COVID-19 pandemic may continue to undermine the global economy.

In the fifth anniversary of the launch of the first thematic ETFs resulting from the collaboration between BlackRock and Qontigo, we reflect on the performance of seven strategies covered in this partnership: Automation & Robotics, Ageing Population, Digitalization, Electric Vehicles, Digital Security, Healthcare Innovation and Smart City Infrastructure.

Stocks rebounded strongly from their September losses during October, as companies reported broadly better-than-expected third-quarter earnings.

Stocks posted their first monthly decline since January during September as rising prices from food to energy stoked concerns that central banks may have to raise interest rates just as an economic recovery is losing steam.

Stocks rose for a seventh straight month during August, amid ongoing optimism that the global economy continues to rebound from the COVID-19 slump and as the US Federal Reserve indicated it won’t rush to raise interest rates.

A new Qontigo whitepaper compares the composition, risk profile and performance of the STOXX® Global Millennials and STOXX® Global Ageing Population indices, two thematic indices that help investors target companies most exposed to these two very distinct cohorts.

This whitepaper evaluates two thematic investment strategies – STOXX® Global Ageing Population (“Ageing Population”) and STOXX® Global Millennials (“Millennials”) – which seek exposure to these two distinct generations.

A new Qontigo whitepaper analyzes the risk, performance and returns attribution of four indices tracking technology themes, uncovering specific characteristics of the portfolios and differences vis-à-vis the broader technology sector and the overall market.

In this paper we analyzed four tech-oriented thematic indices’ performance and risk through a factor lens leveraging Axioma’s Worldwide Fundamental Factor Model, and also compared their characteristics to the broad market indices.