ETF Report

  • Balchunas on ETFs and MSCI’s China A-Shares Decision (Audio) June 16, 2017
    (Bloomberg) -- Bloomberg Intelligence analyst Eric Balchunas discusses the impact of MSCI’s decision on whether to include China A-Shares in its emerging-markets index. He focuses on two ETFs that could benefit (tickers: ASHR and KBA). This is a daily ETF podcast from Bloomberg’s Catherine Cowdery.
    Bloomberg News
  • Balchunas Says Indexes Outnumber Stocks (Audio) June 15, 2017
    (Bloomberg) -- Bloomberg Intelligence analyst Eric Balchunas discusses the explosion of index creation as active managers respond to the shift of billions of dollars into exchange-traded products. This is a daily ETF podcast from Bloomberg’s Catherine Cowdery.
    Bloomberg News
  • Bartolini Says 2017 a `Banner Year’ for ETFs (Audio) June 14, 2017
    (Bloomberg) -- Matthew Bartolini, head of SPDR Americas research at State Street Corp., says 2017 “continues to be a banner year for ETFs.” He discusses inflows into fixed income ETFs and adds they’re headed for another record year. This is a daily ETF podcast from Bloomberg’s Catherine Cowdery.
    Bloomberg News
  • Hougan’s Biggest Concern About Smart Beta ETFs (Audio) June 13, 2017
    (Bloomberg) -- Matt Hougan, chief executive officer of Inside ETFs, says his biggest concern about smart beta ETFs is that the average investor doesn’t hold them long enough to benefit from their returns. This is a daily ETF podcast from Bloomberg’s Catherine Cowdery.
    Bloomberg News
  • Balchunas Discusses Bogle’s Smart Beta Warning (Audio) June 12, 2017
    (Bloomberg) -- Bloomberg Intelligence analyst Eric Balchunas discusses some concerns of Jack Bogle, the founder of Vanguard Group. Bogle was warned against the dangers of allocating money to smart beta funds. This is a daily ETF podcast from Bloomberg’s Catherine Cowdery.
    Bloomberg News
  • Vanneman Says CLS Uses ETFs as ‘Core’ Investment (Audio) June 9, 2017
    Rusty Vanneman, chief investment officer at CLS Investments, says CLS uses smart beta ETFs as a core portion of their portfolios. He discusses his firm’s use of smart beta ETFs and how they evaluate the products. This is a daily ETF podcast from Bloomberg’s Catherine Cowdery.
    Bloomberg News
  • Agather on Growing Institutional Use of Smart Beta ETFs June 8, 2017
    Rolf Agather, managing director of research, North America for FTSE Russell, says institutional investors are widely embracing smart beta ETFs, according to their latest survey. This is a daily ETF podcast from Bloomberg’s Catherine Cowdery.
    Bloomberg News
  • Hougan on How to Evaluate a Smart Beta ETF June 7, 2017
    Matt Hougan, chief executive officer of Inside ETFs, says multi-factor ETFs “have advanced to a level where it requires a CFA to really understand the underlying methodology.” He discusses ways to evaluate these ETF products. This is a daily ETF podcast from Bloomberg’s Catherine Cowdery.
    Bloomberg News
  • Arnott Discusses His Smart Beta ETF Warning June 6, 2017
    Rob Arnott, co-founder of Research Affiliates, is urging investors to think twice before they invest in a smart beta ETF. He discusses the importance of assessing an ETF’s valuation. This is a daily ETF podcast from Bloomberg’s Catherine Cowdery.
    Bloomberg News
  • Balchunas on Complexity and Growth of Smart Beta ETFs (Audio) June 5, 2017
    Bloomberg Intelligence analyst Eric Balchunas says the complexity of smart-beta ETFs may be one reason why their growth rate has slowed this year. This is a daily ETF podcast from Bloomberg’s Catherine Cowdery.
    Bloomberg News
  • Balchunas on ETF Bets for Financial M&A Activity (Audio) June 2, 2017
    (Bloomberg) -- Bloomberg Intelligence analyst Eric Balchunas discusses two ETFs that may benefit if the asset management industry’s consolidation accelerates over the next few years (tickers: XLF, TETF, RYF). This is a daily ETF podcast from Bloomberg’s Catherine Cowdery.
    Bloomberg News
  • Balchunas on Wall Street Banks' Growing ETF Business (Audio) June 1, 2017
    (Bloomberg) -- Bloomberg Intelligence analyst Eric Balchunas says Goldman Sachs has the fastest growth ETF business among Wall Street banks. This is a daily ETF podcast from Bloomberg’s Catherine Cowdery.
    Bloomberg News
  • Penzner on Insurers Pouring Money Into Debt ETFs (Audio) May 31, 2017
    (Bloomberg) -- Josh Penzner, head of BlackRock’s iShares fixed-income and insurance sales, discusses BlackRock’s estimate that insurance companies could move more than $300 billion into debt exchange-traded funds over the next five years. This is a daily ETF podcast from Bloomberg’s Catherine Cowdery.
    Bloomberg News
  • Balchunas on ETFs and ‘Ties’ to Russia’s Government (Audio) May 30, 2017
    (Bloomberg) -- Bloomberg Intelligence analyst Eric Balchunas discusses whether owning ETFs that focus on Russia, means the investor has secret ‘Russian ties’. The issue recently surfaced in a political campaign. This is a daily ETF podcast from Bloomberg’s Catherine Cowdery.
    Bloomberg News
  • Evans on Proposed ETF Backed by Consumer Loans (Audio) May 26, 2017
    (Bloomberg) -- Bloomberg’s Rachel Evans discusses a proposed ETF from BlackRock that would be backed by consumer loans, such as student debt and credit cards. This is a daily ETF podcast from Bloomberg’s Catherine Cowdery.
    Bloomberg News
  • Popina on an ETF’s Boom in Price, Plunge in Assets (Audio) May 25, 2017
    (Bloomberg) -- Bloomberg’s Elena Popina discusses an unusual situation where an ETF’s share price is soaring, even as its assets dwindle. It’s the iShares MSCI Mexico Capped ETF (tickers: EWW, IEMG). This is a daily ETF podcast from Bloomberg’s Catherine Cowdery.
    Bloomberg News
  • Wilson on Religious ETFs Expanding to Bonds (Audio) May 24, 2017
    (Bloomberg) -- Bloomberg’s Carolina Wilson says ETFs driven by ideology are coming to the bond market. She discusses the success of Inspire’s two equity ETFs and the methodology behind them (tickers: BLES, ISMD, CATH). This is a daily ETF podcast from Bloomberg’s Catherine Cowdery.
    Bloomberg News
  • Balchunas on Growing Use of ETFs by Endowments (Audio) May 23, 2017
    (Bloomberg) -- Bloomberg Intelligence analyst Eric Balchunas says U.S. college endowments are increasingly using ETFs as investment tools. This is a daily ETF podcast from Bloomberg’s Catherine Cowdery.
    Bloomberg News
  • Agather on Lure of ESG ETFs for Institutional Investors (Audio) May 22, 2017
    (Bloomberg) -- Rolf Agather, managing director of research, North America for FTSE Russell, says their latest survey shows most asset managers are applying environmental, social and governance (or ESG) considerations when choosing an ETF to mitigate risk. This is a daily ETF podcast from Bloomberg’s Catherine Cowdery.
    Bloomberg News
  • Evans on the New Attention-Grabbing ETF `SHAG’ (Audio) May 18, 2017
    (Bloomberg) -- Bloomberg corporate finance reporter Rachel Evans discusses a new ETF with an attention grabbing ticker. It’s the WisdomTree Barclays Yield Enhanced U.S. Short-Term Aggregate Bond Fund, ticker ‘SHAG’. This is a daily ETF podcast from Bloomberg’s Catherine Cowdery.
    Bloomberg News
  • Balchunas on Investors Fattening Up on Restaurant ETF (Audio) May 17, 2017
    (Bloomberg) -- Bloomberg Intelligence analyst Eric Balchunas discusses a restaurant ETF that’s beating the market on a big serving of fast food (ticker: MENU). This is a daily ETF podcast from Bloomberg’s Catherine Cowdery.
    Bloomberg News
  • Nadig on `Huge’ Trade That Put an ETF `on the Map’ (Audio) May 16, 2017
    (Bloomberg) -- Dave Nadig, CEO of the research firm ETF.com, discusses an ETF that jumped from about $2-million in assets to more than $270-million in one trade. It’s the PowerShares S&P Emerging Markets Momentum Portfolio (ticker: EEMO). This is a daily ETF podcast from Bloomberg’s Catherine Cowdery.
    Bloomberg News
  • Lee Says Active Beats Passive in an ETF Space (Audio) May 15, 2017
    (Bloomberg) -- Bloomberg’s Lisa Lee discusses the outperformance of actively managed ETFs over passive ETFs in the leveraged loan space (Tickers: FTSL, SRNL, SNLN, BKLN). This is a daily ETF podcast from Bloomberg’s Catherine Cowdery.
    Bloomberg News
  • Balchunas on Cannabis ETF That Inhales Cash (Audio) May 12, 2017
    (Bloomberg) -- Bloomberg Intelligence analyst Eric Balchunas discusses the growth of the world’s first ETF that tracks the marijuana industry. The Canadian-domiciled Horizons Medical Marijuana Life Sciences ETF (ticker: HMMJ CN) has taken in more than $80 million in its first month on the market, even as its shares have fallen 14%. This is a daily ETF podcas […]
    Bloomberg News
  • Balchunas on `Passive’s a Myth’ But Low-Cost Isn’t (Audio) May 11, 2017
    (Bloomberg) -- Bloomberg Intelligence analyst Eric Balchunas says most passive investing is really active. He adds that DoubleLine CEO Jeffrey Gundlach reinforced that view this month. This is a daily ETF podcast from Bloomberg’s Catherine Cowdery.
    Bloomberg News
  • Carter on Outperformance of an Emerging Markets ETF (Audio) May 10, 2017
    (Bloomberg) -- Emerging markets ETFs are back in favor, helped in part by their out-performance this year. Kevin Carter founded EMQQ, or the Emerging Markets Internet and Ecommerce ETF which has gained 37% since January 1st. This is a daily ETF podcast from Bloomberg’s Catherine Cowdery.
    Bloomberg News
  • Balchunas on ETF `Due Diligence’ and Bond ETFs (Audio) May 10, 2017
    (Bloomberg) -- Bloomberg Intelligence analyst Eric Balchunas discusses the importance of conducting due diligence when choosing a bond ETF (tickers: LQD, VCIT). This is a daily ETF podcast from Bloomberg’s Catherine Cowdery.
    Bloomberg News
  • Koudelka on State Street’s $2-Trillion ETF Milestone (Audio) May 5, 2017
    (Bloomberg) -- Frank Koudelka, global ETF product specialist at State Street Global Services, discusses a milestone for State Street’s global ETF servicing business: it’s reached $2-trillion in assets under administration globally. This is a daily ETF podcast from Bloomberg’s Catherine Cowdery.
    Bloomberg News
  • Balchunas Says 4x Levered ETFs a `Power Tool’ for Pros (Audio) May 5, 2017
    (Bloomberg) -- Bloomberg Intelligence analyst Eric Balchunas discusses the SEC’s approval of the first quadruple-leveraged exchange-traded funds. He calls them “power tools” for professionals and a “nasty surprise” for many retail investors. This is a daily ETF podcast from Bloomberg’s Catherine Cowdery.
    Bloomberg News
  • CEO McNabb on `Secret’ to Vanguard’s Success (Audio) May 4, 2017
    (Bloomberg) -- Bill McNabb, chief executive officer of Vanguard Group, discusses his firm’s success in attracting assets. He says the secret, involves how the firm is structured. This is a daily ETF podcast from Bloomberg’s Catherine Cowdery.
    Bloomberg News
  • Jablonski on Direxion’s 5 New Leveraged ETFs (Audio) May 3, 2017
    (Bloomberg) -- Sylvia Jablonski, managing director at Direxion, discusses the launch of five new leveraged ETFs that provide exposure to areas affected by changing policies in Washington. This is a daily ETF podcast from Bloomberg’s Catherine Cowdery.
    Bloomberg News
  • Balchunas Says ETF Filings Now Eclipse Existing Funds (Audio) May 2, 2017
    (Bloomberg) -- Bloomberg Intelligence analyst Eric Balchunas says there are more ETFs in registration, than there are in existence. He discusses one that was filed last week, based on a reverse, market-cap weighted strategy. This is a daily ETF podcast from Bloomberg’s Catherine Cowdery.
    Bloomberg News
  • Bartolini Calls SPY the ‘Market’s Tool for Action’ (Audio) May 1, 2017
    (Bloomberg) -- Matthew Bartolini, head of SPDR Americas research at State Street Corp., discusses the size of the SPDR S&P 500 ETF Trust (ticker: SPY) and says although it trades heavily throughout the day it does not distort the equity market. This is a daily ETF podcast from Bloomberg’s Catherine Cowdery.
    Bloomberg News
  • Balchunas on the Latest Salvo in the ETF `Fee Wars’ (Audio) April 28, 2017
    (Bloomberg) -- Bloomberg intelligence analyst Eric Balchunas says Vanguard is cutting its expense ratios for 17 exchange-traded funds, along with 75 mutual funds. According to Balchunas, “the fee war rages on. It’s brutal, bloody and rough for the issuers, but it’s great for investors.” This is a daily ETF podcast from Bloomberg’s Catherine Cowdery.
    Bloomberg News
  • Balchunas Reply to ETFs as `Weapons of Mass Destruction’(Audio) April 27, 2017
    (Bloomberg) -- Bloomberg intelligence analyst Eric Balchunas responds to a letter to investors from the managers of the FPA Capital Fund. They wrote that exchange-traded products are “weapons of mass destruction”. This is a daily ETF podcast from Bloomberg’s Catherine Cowdery.
    Bloomberg News
  • Balchunas on Revival of Winklevoss Hopes of Bitcoin ETF (Audio) April 26, 2017
    (Bloomberg) -- Bloomberg intelligence analyst Eric Balchunas says the Winklevoss twin’s dream of a bitcoin ETF may not be dead after the SEC granted a request to reconsider its decision to reject the twin’s application. This is a daily ETF podcast from Bloomberg’s Catherine Cowdery.
    Bloomberg News
  • USAA’s Humphrey on How Award-Winner Uses ETFs (Audio) April 25, 2017
    (Bloomberg) -- Lance Humphrey, executive director of global multi-assets at USAA Asset Management Co., discusses how USAA uses ETFs. USAA won ETF.com’s award as “Institutional ETF User of 2016”. This is a daily ETF podcast from Bloomberg’s Catherine Cowdery.
    Bloomberg News
  • Balchunas on ETF That Benefited from French Election (Audio) April 24, 2017
    (Bloomberg) -- Bloomberg Intelligence analyst Eric Balchunas discusses the rally in the iShares MSCI France ETF (ticker: EWQ) in reaction to the French election. This is a daily ETF podcast from Bloomberg’s Catherine Cowdery.
    Bloomberg News
  • Balchunas on the ETF Industry’s Own ETF (Audio) April 21, 2017
    (Bloomberg) -- Bloomberg Intelligence analyst Eric Balchunas discusses the launch of the ETF Industry Exposure and Financial Services ETF (ticker: TETF). This is a daily ETF podcast from Bloomberg’s Catherine Cowdery.
    Bloomberg News
  • BlackRock’s Nestor on Shift From Futures to ETFs (Audio) April 21, 2017
    (Bloomberg) -- Rob Nestor, head of iShares U.S. smart beta at BlackRock, said earlier this year that the derivatives market is a source of growth for the ETF industry. BlackRock estimates that pension funds and other institutional investors replaced $11.7 billion of their futures holdings with ETFs in 2016, a 17 percent jump over the year before. This is a d […]
    Bloomberg News
  • Balchunas on Equal-Weighted ETFs and Volatility (Audio) April 19, 2017
    (Bloomberg) -- Bloomberg Intelligence analyst Eric Balchunas discusses the growth of equal weighted ETFs and their volatility. This is a daily ETF podcast from Bloomberg’s Catherine Cowdery.
    Bloomberg News
  • Balchunas on Goldman’s `Calculated' ETF Launches (Audio) April 18, 2017
    (Bloomberg) -- Bloomberg Intelligence analyst Eric Balchunas says Goldman Sachs has filed for an equal-weight large cap ETF. Balchunas adds it’s another example of how Goldman does its homework before filing for an ETF. This is a daily ETF podcast from Bloomberg’s Catherine Cowdery.
    Bloomberg News
  • A Robotics ETF That’s Doubled in Size This Year (Audio) April 17, 2017
    (Bloomberg) -- William Studebaker, president and chief investment officer at ROBO Global, discusses the growth of the Robo Global Robotics & Automation Index ETF (ticker: ROBO). It’s more than doubled in size since the start of the year. This is a daily ETF podcast from Bloomberg’s Catherine Cowdery.
    Bloomberg News
  • Evans on Quest to Win Approval for Actively-Managed ETFs(Audio) April 13, 2017
    (Bloomberg) -- Bloomberg’s Rachel Evans explains why Precidian Investments remains persistent in its effort to win regulatory approval for its proposed actively-managed ETFs. This is a daily ETF podcast from Bloomberg’s Catherine Cowdery.
    Bloomberg News
  • Tucker Says a High-Yield Bond ETF `Fills a Void’ (Audio) April 12, 2017
    (Bloomberg) -- Matt Tucker, head of iShares Americas fixed income strategy at BlackRock, says there’s been a shift in the way investors view the iShares iBoxx High Yield Corporate Bond ETF over the past decade (ticker: HYG). He says the ETF fills a void as investors use it in various hedging strategies. This is a daily ETF podcast from Bloomberg’s Catherine […]
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  • Balchunas on Trump-Inspired ETFS (Audio) April 11, 2017
    (Bloomberg) -- Bloomberg Intelligence analyst Eric Balchunas says several ETFs have been filed and launched since President Trump came to office, designed to profit from his proposed policies, as well as from the populism wave sweeping the world. This is a daily ETF podcast from Bloomberg’s Catherine Cowdery.
    Bloomberg News
  • VanEck’s Rodilosso on Award for `Fallen Angel’ ETF (Audio) April 10, 2017
    (Bloomberg) -- Fran Rodilosso, head of fixed income ETF portfolio management at VanEck Associates, discusses the VanEck Vectors Fallen Angel High Yield Bond ETF, which is celebrating its fifth anniversary (ticker: ANGL). The ETF won ETF.com’s 2016 “ETF of the Year” award. This is a daily ETF podcast from Bloomberg’s Catherine Cowdery.
    Bloomberg News
  • Balchunas on Vanguard’s `Growing Dominance’ of Inflows (Audio) April 7, 2017
    (Bloomberg) -- Bloomberg Intelligence analyst Eric Balchunas says Vanguard is “building on its dominance of financial flows”. He discusses the cash influx into Vanguard’s funds during the first quarter. This is a daily ETF podcast from Bloomberg’s Catherine Cowdery.
    Bloomberg News
  • Fulton on Winning `Most Innovative ETF Issuer’ Award (Audio) April 6, 2017
    (Bloomberg) -- Ben Fulton, chief executive and founder of Elkhorn Investments, discusses the methodology behind the Elkhorn Fundamental Commodity Strategy ETF, which won ETF.com’s 2016 “Best New Commodity ETF” (ticker: RCOM). Fulton’s firm was also named “Most Innovative ETF Issuer of the Year”. This is a daily ETF podcast from Bloomberg’s Catherine Cowdery. […]
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  • PwC’s Brashaw on ETF Asset Growth as Investors Pile In (Audio) April 5, 2017
    (Bloomberg) -- Nigel Brashaw, a partner at PwC Asset Management and the firm’s global ETF leader, discusses growth drivers in the ETF industry, which experienced record inflows in the first quarter. This is a daily ETF podcast from Bloomberg’s Catherine Cowdery.
    Bloomberg News
  • iShares’ Schenone on Anniversary of High Yield Bond ETF (Audio) April 4, 2017
    (Bloomberg) -- Karen Schenone, a fixed income strategist at BlackRock’s iShares unit, discusses the tenth anniversary of the iShares iBoxx High Yield Corporate Bond ETF (ticker: HYG). She says it was the first high yield bond ETF and has marked several milestones. This is a daily ETF podcast from Bloomberg’s Catherine Cowdery.
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  • Gender Diversity ETF Sweeps Awards (Audio) March 31, 2017
    (Bloomberg) -- The SPDR SSGA Gender Diversity ETF (ticker: SHE) won in five categories at the fourth annual ETF.com Awards. Jill Mavro, head of strategic relationships at State Street Global Advisors, discusses the ETF and says the awards speak "volumes in terms of how the industry has wrapped its arms around this product and really supported it." […]
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  • SSGA's Ross Wins Lifetime Achievement Award (Audio) March 31, 2017
    (Bloomberg) -- James Ross, chairman of the Global SPDR business at State Street Global Advisors, has won ETF.com's Lifetime Achievement Award. He was on the team that launched the SPDR S&P 500 ETF and has continued to push the envelope on innovation and education in the industry. This is your daily ETF report from Bloomberg's Catherine Cowdery. […]
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  • Balchunas on ETFs Being Miscast as Villain (Audio) March 30, 2017
    (Bloomberg) -- Bloomberg Intelligence analyst Eric Balchunas discusses concerns that the rise of ETFs has potentially inflated a bubble in U.S. stocks and is distorting the equity market. This is a daily ETF report from Bloomberg's Catherine Cowdery.
    Bloomberg News
  • Balchunas on Launch of a `Short Squeeze’ ETF (Audio) March 29, 2017
    (Bloomberg) -- Bloomberg Intelligence analyst Eric Balchunas says the new Active Alts Contrarian ETF has created a lot of buzz (ticker: SQZZ). He adds the so-called “short squeeze” fund offers an investing strategy that institutions use in an ETF wrapper. This is a daily ETF podcast from Bloomberg’s Catherine Cowdery.
    Bloomberg News
  • IndexIQ’s Bruno on Factor-Based Fixed Income ETFs (Audio) March 28, 2017
    (Bloomberg) -- Salvatore Bruno, chief investment officer at IndexIQ, discusses his firm’s factor-based, fixed income ETFs. IndexIQ launched the IQ S&P High Yield Low Volatility Bond ETF last month (tickers: HYLV, AGGE, AGGP). This is a daily ETF podcast from Bloomberg’s Catherine Cowdery.
    Bloomberg News
  • Balchunas on ETFs to Hedge the Equity Market (Audio) March 27, 2017
    (Bloomberg) -- Bloomberg Intelligence analyst Eric Balchunas says there are a variety of ETFs designed to hedge stock market risk (ticker: PTLC). This is a daily ETF podcast from Bloomberg’s Catherine Cowdery.
    Bloomberg News
  • Balchunas on a Biotech ETF’s Comeback (Audio) March 22, 2017
    (Bloomberg) -- Bloomberg Intelligence analyst Eric Balchunas discusses the rally in the BioShares Biotechnology Clinical Trials Fund (ticker: BBC). It’s gained 22.4% since the start of the year. This is a daily ETF podcast from Bloomberg’s Catherine Cowdery.
    Bloomberg News
  • Balchunas on Rapid Growth of Modi-Backed ETF in India (Audio) March 21, 2017
    (Bloomberg) -- Bloomberg Intelligence analyst Eric Balchunas discusses the success of an exchange-traded fund in India, that’s backed by Prime Minister Narendra Modi’s government (ticker: CPSEBE IN). This is a daily ETF podcast from Bloomberg’s Catherine Cowdery.
    Bloomberg News
  • Balchunas on BOJ’s Use of ETFs (Audio) March 16, 2017
    (Bloomberg) -- Bloomberg Intelligence analyst Eric Balchunas discusses the Bank of Japan’s use of ETFs to stimulate the economy. Japan is the world’s fastest-growing ETF market, with asets more than doubling in three years. This is a daily ETF podcast from Bloomberg’s Catherine Cowdery.
    Bloomberg News
  • Balchunas on SEC’s Rejection of Winklevoss Bitcoin ETF (Audio) March 10, 2017
    (Bloomberg) -- Bloomberg Intelligence analyst Eric Balchunas discusses the SEC’s rejection of the Winklevoss Bitcoin Trust ETF (ticker: COIN). This is a daily ETF podcast from Bloomberg’s Catherine Cowdery.
    Bloomberg News
  • A Timely Launch for the Global X Infrastructure ETF (Audio) March 9, 2017
    (Bloomberg) -- Jay Jacobs, director of research at Global X, discusses the launch of the Global X U.S. Infrastructure ETF and what differentiates it from other infrastructure ETFs (ticker: PAVE). This is a daily ETF podcast from Bloomberg’s Catherine Cowdery.
    Bloomberg News
  • Popina on Women’s Growing Prominence in ETF Industry (Audio) March 8, 2017
    (Bloomberg) -- Bloomberg’s Elena Popina discusses the growing prominence of women in the ETF industry. This is a daily ETF podcast from Bloomberg’s Catherine Cowdery.
    Bloomberg News
  • Blake on SSGA’s Call for Gender Diversity (Audio) March 8, 2017
    (Bloomberg) -- Lynn Blake, chief investment officer of global equity beta strategies at State Street Global Advisors, discusses SSGA’s call for 3,500 companies to increase their gender diversity. SSGA is also marking International Women’s Day by placing the statue of a young girl in front of Wall Street’s iconic charging bull as a way to draw attention to th […]
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  • Balchunas on `Trump Bump’ in ETF Flows (Audio) March 3, 2017
    (Bloomberg) -- Bloomberg Intelligence analyst Eric Balchunas says ETFs listed in the U.S. have attracted $2.5 billion since the November election. He adds money has poured in from traders, institutions and retail investors. This is a daily ETF podcast from Bloomberg’s Catherine Cowdery.
    Bloomberg News
  • Balchunas on Odds of Bitcoin ETF Winning Approval (Audio) March 3, 2017
    (Bloomberg) -- Bloomberg Intelligence analyst Eric Balchunas explains why there’s been such drama surrounding the proposed Winklevoss Bitcoin Trust (ticker: COIN). Bitcoin have jumped to a new high and soared past the price of an ounce of gold as the proposed ETF awaits the SEC’s decision, due March 11. This is a daily ETF podcast from Bloomberg’s Catherine […]
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  • Nuveen’s Kremenstein on NuShares’ Suite of ESG ETFs (Audio) March 2, 2017
    (Bloomberg) -- Martin Kremenstein, head of ETFs at Nuveen, discusses the NuShares’ suite of five ETFs that focus on environmental, social and governance or ESG criteria (tickers: NULV, NULG, NUMV, NUMG, NUSC). This is a daily ETF podcast from Bloomberg’s Catherine Cowdery.
    Bloomberg News
  • Balchunas Says 2013 Again as Japan-Hedged ETF Rallies (Audio) March 1, 2017
    (Bloomberg) -- Bloomberg Intelligence analyst Eric Balchunas discusses the rally in the WisdomTree Japan Hedged Equity Fund since the November election (ticker: DXJ). This is a daily ETF podcast from Bloomberg’s Catherine Cowdery.
    Bloomberg News
  • Balchunas Says Housing Industry ETFs `on Fire’ (Audio) March 1, 2017
    (Bloomberg) -- Bloomberg Intelligence analyst Eric Balchunas says ETFs that focus on the housing industry have been “on fire”. He discusses some headwinds the industry faces (tickers: XHB, ITB). This is a daily ETF podcast from Bloomberg’s Catherine Cowdery.
    Bloomberg News
  • Vanguard’s Dickson on Effect of ETF Fee Wars (Audio) February 27, 2017
    (Bloomberg) -- Joel Dickson, global head of investment research and development at Vanguard Group, discusses the effect of low ETF fees on new entrants to the ETF industry. This is a daily ETF podcast from Bloomberg’s Catherine Cowdery.
    Bloomberg News
  • Balchunas Says Half of U.S. Equity ETFs at Record Highs (Audio) February 24, 2017
    (Bloomberg) -- Bloomberg Intelligence analyst Eric Balchunas says $186 billion has poured into ETFs since the November election, or three times the average pace of inflows. This is a daily ETF podcast from Bloomberg’s Catherine Cowdery.
    Bloomberg News
  • Balchunas on Hedge Funds’ Criticism of ETFs (Audio) February 24, 2017
    (Bloomberg) -- Bloomberg Intelligence analyst Eric Balchunas discusses hedge fund managers’ criticism of ETFs. He also takes a look at whether ETFs pose a challenge to hedge funds. This is a daily ETF podcast from Bloomberg’s Catherine Cowdery.
    Bloomberg News
  • Balchunas Calls Hedge Funds and ETFs `Frenemies’ (Audio) February 23, 2017
    (Bloomberg) -- Bloomberg Intelligence analyst Eric Balchunas says hedge funds have a complicated relationship with ETFs. According to Balchunas, hedge funds are increasingly using ETFs even as the threat of competition grows (tickers: SPY, GLD). This is a daily ETF podcast from Bloomberg’s Catherine Cowdery.
    Bloomberg News
  • Balchunas on Whether a Bitcoin ETF Will Win Approval (Audio) February 22, 2017
    (Bloomberg) -- Bloomberg Intelligence analyst Eric Balchunas discusses the odds of whether the proposed Winklevoss Bitcoin Trust will win approval from the Securities and Exchange Commission (ticker: COIN). Speculators are using the virtual currency to place their bets. This is a daily ETF podcast from Bloomberg’s Catherine Cowdery.
    Bloomberg News
  • Balchunas on the Filing for a Medical Marijuana ETF (Audio) February 17, 2017
    (Bloomberg) -- Bloomberg Intelligence analyst Eric Balchunas says ETF Managers Trust has filed for an ETF that would focus on the medical marijuana industry. This is a daily ETF podcast from Bloomberg’s Catherine Cowdery.
    Bloomberg News
  • Balchunas Says Passive Ownership Has Room to Expand (Audio) February 17, 2017
    (Bloomberg) -- Bloomberg Intelligence analyst Eric Balchunas discusses the rise of passive funds and how they’re changing the ownership makeup of U.S. companies. This is a daily ETF podcast from Bloomberg’s Catherine Cowdery.
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  • Balchunas on Snap and IPO ETFs (Audio) February 16, 2017
    (Bloomberg) -- Bloomberg Intelligence analyst Eric Balchuans discusses the IPO exchange-traded funds that capture the early years of public stocks, such as Facebook, Alibaba, and Snap, when it goes public (tickers: FPX and IPO). This is a daily ETF podcast from Bloomberg’s Catherine Cowdery.
    Bloomberg News
  • SSGA’s Good on Growth of ETFs Focusing on ESG Strategies(Audio) February 15, 2017
    (Bloomberg) -- Nick Good, co-head of the Global SPDR business at State Street Global Advisors, discusses the growing interest in ETFs that focus on environmental, social and governance strategies, or ESG. This is a daily ETF podcast from Bloomberg’s Catherine Cowdery.
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  • Kremenstein and Nadig on Growth of ESG ETFs (Audio) February 14, 2017
    (Bloomberg) -- ETF issuers are seeing more interest in ESG products that focus on environmental, social and governance issues. Dave Nadig, CEO at ETF.com, anticipates that as many as 60 ESG ETFs will be launched this year. Martin Kremenstein, head of NuShares from Nuveen, discusses how his firm screens for ESG factors. This is a daily ETF report from Bloombe […]
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  • Balchunas on ETFs and Corporate Governance (Audio) February 12, 2017
    (Bloomberg) -- Bloomberg Intelligence Analyst Eric Balchunas says the rise of passive funds is changing the ownership makeup of U.S. companies. He adds that just because the funds are passive, doesn’t mean that CEO’s will face less pressure over corporate governance. This is a daily ETF podcast from Bloomberg’s Catherine Cowdery.
    Bloomberg News
  • Balchunas on Gains in Russian ETFs (Audio) February 10, 2017
    (Bloomberg) -- Bloomberg intelligence analyst Eric Balchunas discusses the gain in ETFs that focus on Russia after the election of Donald Trump and an increase in oil prices (tickers: ERUS and RSX). This is a daily ETF podcast from Bloomberg’s Catherine Cowdery.
    Bloomberg News
  • Draper on `High Levels’ of Growth in ETF Assets (Audio) February 9, 2017
    (Bloomberg) -- BlackRock reports that exchange-traded products kicked off 2017 with record January flows of $42.2 billion in the U.S. Dan Draper, global head of PowerShares ETFs, anticipates the industry is well on its way “to much, much higher levels of growth, even more than we currently expect”. This is a daily ETF podcast from Bloomberg’s Catherine Cowde […]
    Bloomberg News
  • Balchunas on Vanguard’s `Growing Dominance’ (Audio) February 7, 2017
    (Bloomberg) -- Bloomberg intelligence analyst Eric Balchunas says Vanguard took in $47 billion in January, extending its dominance of financial inflows. This is a daily ETF podcast from Bloomberg’s Catherine Cowdery.
    Bloomberg News
  • Balchunas on ETF Infrastructure Plays (Audio) February 7, 2017
    (Bloomberg) -- Bloomberg intelligence analyst Eric Balchunas discusses the different ways that ETF investors have been placing bets on President Trump’s proposal to spend $1 trillion or more on infrastructure projects (ticker: IGF). This is a daily ETF podcast from Bloomberg’s Catherine Cowdery.
    Bloomberg News
  • Balchunas on ETF Industry and Delay of DOL Rule (Audio) February 3, 2017
    (Bloomberg) -- Bloomberg intelligence analyst Eric Balchunas discusses President Trump’s decision to delay the implementation of the Department of Labor’s fiduciary rule. It was seen as a tailwind for the ETF industry on speculation that it would encourage financial advisers to turn to low-cost investment tools. This is a daily ETF podcast from Bloomberg’s C […]
    Bloomberg News
  • Draper, Nestor and Nadig Weigh in on ETF Asset Growth (Audio) February 3, 2017
    (Bloomberg) -- Dan Draper, global head of PowerShares ETFs, Rob Nestor, head of iShares U.S. smart beta at BlackRock, and Dave Nadig, chief executive of ETF.com, discuss the growth of ETF assets. Draper says if “you do the math, you can really see that there’s strong, inherent growth”. This is a daily ETF podcast from Bloomberg’s Catherine Cowdery.
    Bloomberg News
  • Fidelity's Rochte on an ETF for Rising Interest Rates (Audio) February 2, 2017
    (Bloomberg) -- Anthony Rochte, president of SelectCo, Fidelity Investments’ ETF services division, discusses the methodology behind the Fidelity Dividend ETF for Rising Rates (ticker: FDRR). This is a daily ETF podcast from Bloomberg’s Catherine Cowdery.
    Bloomberg News
  • Bringing Clarity to the Complexity of Factor Based ETFs (Audio) February 1, 2017
    (Bloomberg) -- Arne Noack, head of ETF product development in the U.S. for Deutsche Bank Securities, and Darek Wojnar, head of ETFs at Hartford Funds, bring transparency to the complexity of smart beta and factor ETFs. This is a daily ETF podcast from Bloomberg’s Catherine Cowdery.
    Bloomberg News
  • Kerschner Makes the Case for Emerging Markets ETFs (Audio) January 31, 2017
    (Bloomberg) -- Ed Kerschner, chief portfolio strategist at Columbia Threadneedle Investments, explains why he’s optimistic about emerging markets. According to data compiled by Bloomberg, investors added more than $1.5 billion to emerging market equity and bond ETFs last week, reversing losses and reaching a five month high. This is a daily ETF podcast from […]
    Bloomberg News
  • iShares’ Schenone on Fixed Income ETFs Amid Rising Rates(Audio) January 27, 2017
    (Bloomberg) -- Karen Schenone, a fixed income strategist at BlackRock’s iShares unit, discusses investing in fixed income ETFs in the midst of rising interest rates (tickers: MUB, FIBR, LQD, NEAR, CSJ). This is a daily ETF podcast from Bloomberg’s Catherine Cowdery.
    Bloomberg News
  • Davis on Launch of Three Actively-Managed ETFs (Audio) January 27, 2017
    (Bloomberg) -- Chris Davis, portfolio manager and chairman of Davis Advisors, discusses the firm’s launch of three actively-managed equity ETFs (tickers: DUSA, DFNL, DWLD). He thinks the market could be moving into the “stock pickers part of the cycle”. This is a daily ETF podcast from Bloomberg’s Catherine Cowdery.
    Bloomberg News
  • SSGA’s Ross Says ETF Global Assets to Reach $25 Trillion(Audio) January 26, 2017
    (Bloomberg) -- Jim Ross, chairman of the global SPDR business at State Street Global Advisors, says SSGA estimates that ETF assets will reach $25 trillion globally by the end of 2025. At the Inside ETFs 10th Annual Conference, he discussed the trends that will fuel that growth. This is your daily ETF podcast from Bloomberg’s Catherine Cowdery.
    Bloomberg News
  • Gender Diversity ETF Wins `Best New ETF of 2016’ (Audio) January 25, 2017
    (Bloomberg) -- The SPDR Gender Diversity ETF took top honors as the People’s Choice: Best New ETF of 2016. It won in a shout-out at the Inside ETFs Conference in Hollywood, Florida after five top ETF experts weighed in with their choices and debated the merits of the funds. This is a daily ETF podcast from Bloomberg’s Catherine Cowdery.
    Bloomberg News
  • Inside ETFs: ETF Assets to Top Mutual Funds by 2025 (Audio) January 24, 2017
    (Bloomberg) -- Inside ETFs projects that ETF assets will surpass \u0010assets invested in mutual funds by 2025. Tony Davidow, Asset \u0010Allocation Strategist from the Schwab Center for Financial \u0010Research, discusses smart beta and factor ETFs. This is an ETF \u0010podcast from Bloomberg’s Catherine Cowdery.
    Bloomberg News
  • Balchunas Discusses Cost Migration’s Impact on Revenue (Audio) January 19, 2017
    (Bloomberg) -- Bloomberg Intelligence analyst Eric Balchunas says the push to lower fees for ETFs and mutual funds will challenge the financial industry going forward as it weighs on issuer’s revenue. This is a daily ETF podcast from Bloomberg’s Catherine Cowdery.
    Bloomberg News
  • Balchunas on Tracking Error and ‘Game of Basis Points’ (Audio) January 18, 2017
    (Bloomberg) -- Bloomberg Intelligence analyst Eric Balchunas discusses tracking error and what he calls the “game of basis points”. He says passive managers try to eat up the basis points that separate the returns of an ETF and its index by employing securities lending and acumen. This is a daily ETF podcast from Bloomberg’s Catherine Cowdery.
    Bloomberg News
  • Balchunas on Dow ETF Staging a Revival (Audio) January 13, 2017
    (Bloomberg) -- Bloomberg Intelligence analyst Eric Balchunas says the SPDR Dow Jones Industrial Average ETF Trust (ticker: DIA) has been seeing a revival as investors place bets that it could benefit under the Trump administration. This is a daily ETF podcast from Bloomberg’s Catherine Cowdery.
    Bloomberg News
  • Balchunas on Vanguard Shattering Flow Record in 2016 (Audio) January 13, 2017
    (Bloomberg) -- Bloomberg Intelligence analyst Eric Balchunas says Vanguard attracted about $305 billion in 2016, the most ever received by an asset manager in a year. According to Balchunas, Vanguard’s dominance is growing as it takes in more cash than the rest of the fund industry. This is a daily ETF podcast from Bloomberg’s Catherine Cowdery.
    Bloomberg News
  • Balchunas on Some Cheap ETFs and Their Revenue (Audio) January 11, 2017
    (Bloomberg) -- Bloomberg Intelligence analyst Eric Balchunas discusses the impact of Fidelity’s and Goldman Sachs’ decisions to charge very low fees for their new ETFs to better compete. This is a daily ETF podcast from Bloomberg’s Catherine Cowdery.
    Bloomberg News
  • Balchunas on Upstart Issuer’s Revenue (Audio) January 11, 2017
    (Bloomberg) -- Bloomberg Intelligence analyst Eric Balchunas says even the smallest ETF issuer has a chance to succeed in the industry. He says the proof is PureFunds which generated more ETF revenue last year than Goldman Sachs, Oppenheimer or J-P Morgan. This is a daily ETF podcast from Bloomberg’s Catherine Cowdery.
    Bloomberg News
  • Balchunas Says Volume the Key to Generate ETF Revenue (Audio) January 10, 2017
    (Bloomberg) -- Bloomberg Intelligence analyst Eric Balchunas discusses the importance of trading volume when it comes to generating revenue for ETF issuers. He says ETFs that generate the most revenue show size isn’t everything. This is a daily ETF podcast from Bloomberg’s Catherine Cowdery.
    Bloomberg News
  • Alpha's Gray on the Complexity of Multi-Factor ETFs (audio) January 9, 2017
    (Bloomberg) -- Wesley Gray, the founder of Alpha Architect, says he has "strong opinions" about the complexity of multi-factor ETFs. He discusses his concerns about the difficulties of understanding a multi-factor ETF's composition. This is a daily ETF podcast from Bloomberg's Catherine Cowdery.
    Bloomberg News
  • Penzner Says Insurance Companies Can Fuel ETF Growth (Audio) January 9, 2017
    (Bloomberg) -- Josh Penzner, head of BlackRock's iShares fixed-income and insurance sales, says insurance companies have reached "an inflection point" when it comes to accepting ETFs. He adds that insurance companies will increasingly be a driver of growth for the ETF industry. This is a daily ETF podcast from Bloomberg's Catherine Cowder […]
    Bloomberg News
  • Balchunas on ETF Revenue Growth Lagging Asset Growth (Audio) January 7, 2017
    (Bloomberg) -- Bloomberg Intelligence analyst Eric Balchunas says revenue growth in the ETF industry is lagging asset growth, as ETF issuers earn far less than mutual funds and hedge funds. This is a daily ETF podcast from Bloomberg’s Catherine Cowdery.
    Bloomberg News
  • Cantor’s Browne Predicts Zero Expense Ratio ETF (Audio) January 6, 2017
    (Bloomberg) -- Reggie Browne, head of ETF trading at Cantor Fitzgerald, discusses areas of growth for the ETF industry this year and predicts the first zero expense-ratio ETF within the next two years as the fee wars intensify. This is a daily ETF podcast from Bloomberg’s Catherine Cowdery.
    Bloomberg News
  • SSGA's Mazza Says Institutions to Help Fuel ETF Growth (Audio) January 5, 2017
    (Bloomberg) -- David Mazza, head of ETF and mutual fund research at State Street Global Advisors, says institutions will help fuel growth in fixed-income ETFs in 2017. He discusses some of the ways that institutions are using ETFs in their portfolios. This is a daily ETF podcast from Bloomberg's Catherine Cowdery.
    Bloomberg News
  • JPM's Deutsch Says Multi-Factor ETFs to Grow (Audio) January 5, 2017
    (Bloomberg) -- Robert Deutsch, head of ETF Business at J.P. Morgan Asset Management, identifies two areas of growth for the ETF industry in 2017 including multi-factor ETFs. This is a daily ETF podcast from Bloomberg's Catherine Cowdery.
    Bloomberg News
  • Balchunas on Catalysts for ETF Growth in 2017 (Audio) January 5, 2017
    (Bloomberg) -- Bloomberg Intelligence analyst Eric Balchunas discusses catalysts for ETF growth in 2017, including the so-called DOL rule which requires financial advisers to act in the best interests of clients. This is a daily ETF podcast from Bloomberg’s Catherine Cowdery.
    Bloomberg News
  • Balchunas on Concerns About `ETF Abuse’ (Audio) January 5, 2017
    (Bloomberg) -- Bloomberg Intelligence analyst Eric Balchunas discusses two concerns facing the ETF industry in 2017: ETF education and the over trading of ETFs. This is a daily ETF podcast from Bloomberg’s Catherine Cowdery.
    Bloomberg News
  • Balchunas Says ETF Graveyard Should Be `Celebrated’ (Audio) December 24, 2016
    (Bloomberg) -- Bloomberg Intelligence analyst Eric Balchunas examines the creation and closure of ETFs in 2016. He says the ETF graveyard should be “celebrated” as a sign of a vibrant industry where capitalism is “alive and well”. This is a daily ETF podcast from Bloomberg’s Catherine Cowdery.
    Bloomberg News
  • Balchunas Says ETF Flows Broke Annual Record (Audio) December 22, 2016
    (Bloomberg) -- Bloomberg Intelligence analyst Eric Balchunas says ETFs took in more than $270 billion in 2016, breaking the $243 billion haul in 2014. He discusses two trends in ETF flows this year. This is a daily ETF podcast from Bloomberg’s Catherine Cowdery.
    Bloomberg News
  • Millenials on Why Their Generation Is 'Embracing' ETFs (Audio) December 21, 2016
    (Bloomberg) -- Heather Fischer, vice president of ETF Platform Management at Charles Schwab, says the willingness of millenials to embrace ETFs is striking. Two of the winners of the latest ETF Global Portfolio Challenge discuss their use of ETFs to win the contest. This is a daily ETF podcast from Bloomberg's Catherine Cowdery.
    Bloomberg News
  • Kotok on Politics Affecting ETF Energy Allocation (Audio) December 21, 2016
    (Bloomberg) -- David Kotok, chairman and chief investment officer at Cumberland Advisors, says his firm has sold its holdings in the VanEck Vectors Oil Service ETF (ticker: OIH) based on changes in U.S. energy policy. This is a daily ETF podcast from Bloomberg’s Catherine Cowdery.
    Bloomberg News
  • Burger on Wells Fargo's Potential Launch of First ETF (Audio) December 19, 2016
    (Bloomberg) -- Bloomberg’s Dani Burger discusses Wells Fargo’s potential launch of multi-factor ETFs. Wells Fargo is one of the last big fund providers to add a quant arm to its investing force. This is a daily ETF podcast from Bloomberg’s Catherine Cowdery.
    Bloomberg News
  • Balchunas on Flows Into Fixed Income ETFs in 2016 (Audio) December 16, 2016
    (Bloomberg) -- Bloomberg Intelligence analyst Eric Balchunas discusses flows into fixed income ETFs in 2016. He says the iShares TIPS Bond ETF (ticker: TIP) has taken in over $6 billioin in 2016, more than its past six years combined. This is a daily ETF podcast from Bloomberg's Catherine Cowdery.
    Bloomberg News
  • SSGA’s Mazza on ETFs That Work for Rising Rates (Audio) December 16, 2016
    (Bloomberg) -- David Mazza, the head of ETF and mutual fund research at State Street Global Advisors, explains why he recommends two ETFs in a rising interest rate environment (tickers: FLRN and SRLN). This is a daily ETF podcast from Bloomberg’s Catherine Cowdery.
    Bloomberg News
  • JPM’s Deutsch on Firm’s ‘Liquid Alt’ ETF (Audio) December 15, 2016
    (Bloomberg) -- Robert Deutsch, head of ETF Business at J.P. Morgan Asset Management, discusses the JPMorgan Diversified Alternatives ETF (ticker: JPHF). He says it’s effectively a multi-strategy hedge fund inside an ETF wrapper. This is a daily ETF podcast from Bloomberg’s Catherine Cowdery.
    Bloomberg News
  • McNinch on Study Showing Willingness to Buy New ETFs (Audio) December 14, 2016
    (Bloomberg) -- Shawn McNinch, global head of ETF Services at Brown Brothers Harriman, discusses the fourth annual survey by BBH and ETF.com. It shows that over half of investors are comfortable buying exchange-traded funds with a track record of one year or less. This is a daily ETF podcast from Bloomberg’s Catherine Cowdery.
    Bloomberg News
  • Balchunas on ETF Fee War Spreading to Junk Debt (Audio) December 10, 2016
    (Bloomberg) -- Bloomberg Intelligence analyst Eric Balchunas discusses the spread of the ETF fee war into new areas, including high yield bond ETFs and smart-beta ETFs. This is a daily ETF podcast from Bloomberg’s Catherine Cowdery.
    Bloomberg News
  • Balchunas Says `Great Cost Migration’ Continues (Audio) December 9, 2016
    (Bloomberg) -- Bloomberg Intelligence analyst Eric Balchunas says the 15 BlackRock ETFs that cut fees on Oct. 5 have taken in $15 billion in cash since then, reflecting investors’ rising sensitivity to costs. This is a daily ETF podcast from Bloomberg’s Catherine Cowdery.
    Bloomberg News
  • Balchunas Says Vanguard `Firing on All Cylinders’ (Audio) December 9, 2016
    (Bloomberg) -- Bloomberg Intelligence analyst Eric Balchunas says Vanguard took in $27 billion in November, bringing its 2016 inflows to $276 billion, which is the most ever taken in by an asset manager in a year. Vanguard did it with a month to spare. This is a daily ETF podcast from Bloomberg’s Catherine Cowdery.
    Bloomberg News
  • Balchunas on Populism Sparking Flows Into Stock ETFs (Audio) December 7, 2016
    (Bloomberg) -- Bloomberg Intelligence analyst Eric Balchunas discusses flows into U.S. equity ETFs since Donald Trump’s victory in the presidential race, as money pours out of exchange-traded products backed by precious metals. This is a daily ETF podcast from Bloomberg’s Catherine Cowdery.
    Bloomberg News
  • Balchunas Says `Cost Is King’ Amid ETF Fee Wars (Audio) December 7, 2016
    (Bloomberg) -- Bloomberg Intelligence analyst Eric Balchunas discusses the cost migration as ETF investors favor funds with the lowest fees. This is a daily ETF podcast from Bloomberg’s Catherine Cowdery.
    Bloomberg News
  • Balchunas on Smart Beta ETFs `Stealing’ Active’s Oxygen (Audio) December 6, 2016
    (Bloomberg) -- Bloomberg Intelligence analyst Eric Balchunas discusses the growth of smart-beta ETFs, which have pulled in $22 billion in new cash this year. This is a daily ETF podcast from Bloomberg’s Catherine Cowdery.
    Bloomberg News
  • Wiedman on ETFs `Replacing Futures and Swaps’ (Audio) December 2, 2016
    (Bloomberg) -- Mark Wiedman, global head of BlackRock’s iShares ETF business, says ETFs are replacing futures and swaps as investment banks shrink. Bloomberg Intelligence analyst Eric Balchunas discusses Wiedman’s comments, which were made at the second annual ETFs in Depth conference at Bloomberg. This is a daily ETF podcast from Bloomberg’s Catherine Cowde […]
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  • Balchunas on Restaurant ETF Off to `Fast Start’ (Audio) December 1, 2016
    (Bloomberg) -- Bloomberg Intelligence analyst Eric Balchunas discusses the 10% advance in the USCF Restaurant Leaders ETF since its launch on November 8 (ticker: MENU). This is a daily ETF podcast from Bloomberg’s Catherine Cowdery.
    Bloomberg News
  • Chanin Says Mobile Payments ETF Triples in Size (Audio) November 30, 2016
    (Bloomberg) -- Andrew Chanin, chief executive of Pureshares, says the PureFunds ISE Mobile Payments ETF has more than tripled in size over the past month (ticker: IPAY). This is a daily ETF podcast from Bloomberg’s Catherine Cowdery.
    Bloomberg News
  • Balchunas Says `Performance Chasers’ Leave Low-Vol ETFs (Audio) November 29, 2016
    (Bloomberg) -- Bloomberg Intelligence analyst Eric Balchunas discusses recent outflows from low-volatility ETFs, which dominated smart-beta inflows in the first half of the year. This is a daily ETF podcast from Bloomberg’s Catherine Cowdery.
    Bloomberg News
  • Balchunas on Janus’s First Active ETF (Audio) November 25, 2016
    (Bloomberg) -- Bloomberg Intelligence analyst Eric Balchunas discusses the launch of Janus Capital Group’s first actively managed ETF, the Janus Short Duration Income ETF (ticker: VNLA). This is a daily ETF podcast from Bloomberg’s Catherine Cowdery.
    Bloomberg News
  • Balchunas on Emerging ETF `Middle Class’ (Audio) November 24, 2016
    (Bloomberg) -- Bloomberg Intelligence analyst Eric Balchunas says the number of ETFs with $100 million to $1 billion assets has been growing for the past five years. That’s the middle ground between product flops and blockbuster hits. This is a daily ETF podcast from Bloomberg’s Catherine Cowdery.
    Bloomberg News
  • Balchunas on Major Changes to 3 Popular Oil ETNs (Audio) November 23, 2016
    (Bloomberg) -- Bloomberg Intelligence analyst Eric Balchunas discusses major changes to three exchange-traded notes that focus on crude oil. They’re either delisting or suspending further issuance. These are successful ETNs with $2 billion dollars in assets as a group (tickers: UWTI, DWTI, OIL). This is a daily ETF podcast from Bloomberg’s Catherine Cowdery. […]
    Bloomberg News
  • Balchunas on the Popularity of `Hotel HYG’ (Audio) November 22, 2016
    (Bloomberg) -- Bloomberg Intelligence analyst Eric Balchunas discusses the popularity and trading volume of the iShares iBoxx High Yield Corporate Bond ETF (ticker: HYG). He says the boom in junk bond ETFs shows “how hungry investors are for a bond exchange”. This is a daily ETF podcast from Bloomberg’s Catherine Cowdery.
    Bloomberg News
  • Balchunas on Money Pouring Into ETFs Since Election (Audio) November 19, 2016
    (Bloomberg) -- Bloomberg Intelligence analyst Eric Balchunas says U.S. equity ETFs have attracted $38 billion in the eight sessions following Donald Trump’s presidential victory. According to Balchunas, the inflows reflect a “risk on” attitude as investors assess the impact of President-elect Trump’s policies. This is a daily ETF podcast from Bloomberg’s Cat […]
    Bloomberg News
  • Kerschner Says Emerging Markets ETF Selloff `Overdone’ (Audio) November 18, 2016
    (Bloomberg) -- Edward Kerschner, chief portfolio strategist at Columbia Threadneedle Investments, says the sell-off in emerging markets equity ETFs since Donald Trump’s victory in the presidential election has been ‘overdone’. He discusses two of his firm’s ETFs (tickers: ECON and INCO). This is a daily ETF podcast from Bloomberg’s Catherine Cowdery.
    Bloomberg News
  • Doty on ETF That Hedges Against Rising Interest Rates (Audio) November 17, 2016
    (Bloomberg) -- Bryce Doty, senior portfolio manager at Sit Investment Associates, discusses the Sit Rising Rate ETF which is designed to profit from rising interest rates (ticker: RISE). This is a daily ETF podcast from Bloomberg’s Catherine Cowdery.
    Bloomberg News
  • Balchunas on Biotech ETF Flows Reaching a Record (Audio) November 16, 2016
    (Bloomberg) -- Bloomberg Intelligence analyst Eric Balchunas says flows into biotechnology ETFs have reached a record since Donald Trump won the presidential election (ticker: IBB). This is a daily ETF podcast from Bloomberg’s Catherine Cowdery.
    Bloomberg News
  • Balchunas on Growing Interest in Infrastructure ETFs (Audio) November 15, 2016
    (Bloomberg) -- Bloomberg Intelligence analyst Eric Balchunas says Donald Trump’s presidential victory is fueling interest in infrastructure investments. According to Balchunas, there are about a half-dozen infrastructure ETFs on the market (ticker: IGF). This is a daily ETF podcast from Bloomberg’s Catherine Cowdery.
    Bloomberg News
  • Balchunas on Post-Election Rally in Financial ETFs (Audio) November 12, 2016
    (Bloomberg) -- Bloomberg Intelligence analyst Eric Balchunas discusses the rally in financial ETFs after Donald Trump’s election victory (tickers: KRE and XLF). This is a daily ETF podcast from Bloomberg’s Catherine Cowdery.
    Bloomberg News
  • BBH’s McNinch on ETF Trends in Europe (Audio) November 11, 2016
    (Bloomberg) -- Shawn McNinch, global head of ETF Services at Brown Brothers Harriman, discusses ETF trends in Europe. This is a daily ETF podcast from Bloomberg’s Catherine Cowdery.
    Bloomberg News
  • Balchunas on Fundamentals Behind New Whiskey ETF (Audio) November 10, 2016
    (Bloomberg) -- Bloomberg Intelligence analyst Eric Balchunas discusses the launch of the Spirited Funds/ETFMG Whiskey & Spirits ETF (ticker: WSKY). This is a daily ETF podcast from Bloomberg’s Catherine Cowdery.
    Bloomberg News
  • Balchunas on Goldman’s ETF Based on Its Research (Audio) November 9, 2016
    (Bloomberg) -- Bloomberg Intelligence analyst Eric Balchunas discusses the launch of the Goldman Sachs Hedge Industry VIP ETF (ticker: GVIP). Balchunas says it’s the first time that an ETF has been based on a Wall Street research report. This is a daily ETF podcast from Bloomberg’s Catherine Cowdery.
    Bloomberg News
  • Balchunas on Internet and Shift to Passive Investing (Audio) November 8, 2016
    (Bloomberg) -- Bloomberg Intelligence analyst Eric Balchunas discusses the possibility that the internet may be one of the drivers fueling the shift toward passive investing. He discusses a recent blog post by Michael Kitces, a partner at Pinnacle Advisory Group. This is a daily ETF podcast from Bloomberg’s Catherine Cowdery.
    Bloomberg News
  • Balchunas on ETFs and the Presidential Election (Audio) November 4, 2016
    (Bloomberg) -- Bloomberg Intelligence analyst Eric Balchunas discusses ETFs that are responding to the anxiety over next week’s presidential election. They include a Mexico ETF, a VIX ETN and some treasury ETFs (tickers: EWW and VXX). This is a daily ETF podcast from Bloomberg’s Catherine Cowdery.
    Bloomberg News
  • Kotok on Financial ETFs Ahead of Election (Audio) November 3, 2016
    (Bloomberg) -- David Kotok, chairman and chief investment officer at Cumberland Advisors, explains why his firm is overweight in financials, ahead of next week’s presidential election (tickers: KBWB, KRE, KIE, XLF, QABA). This is a daily ETF podcast from Bloomberg’s Catherine Cowdery.
    Bloomberg News
  • SSGA’s Mazza on Growth of Smart Beta ETFs (Audio) November 2, 2016
    (Bloomberg) -- David Mazza, the head of exchange-traded research at State Street Global Advisors, discusses the growth of smart beta ETFs and suggests that investors “think about the outcome you want” before including a smart beta ETF in a portfolio. This is a daily ETF podcast from Bloomberg’s Catherine Cowdery.
    Bloomberg News
  • Balchunas on Interest-Rate Hedged ETFs for Rising Rates (Audio) November 1, 2016
    (Bloomberg) -- Bloomberg Intelligence analyst Eric Balchunas says ETF investors seeking credit exposure, but concerned about rising rates, have several options available including interest-rate hedged ETFs. He adds that rate-hedged ETFs “could be the next big craze, like currency hedging”. This is a daily ETF podcast from Bloomberg’s Catherine Cowdery.
    Bloomberg News
  • Balchunas Says Apple Effect `Hard to Understate’ (Audio) November 1, 2016
    (Bloomberg) -- Bloomberg Intelligence analyst Eric Balchunas discusses what he calls “the Apple effect”. According to Balchunas, when Apple’s stock drops, it can do damage to some of the most popular ETFs in a matter of days. This is a daily ETF podcast from Bloomberg’s Catherine Cowdery.
    Bloomberg News
  • Balchunas on Record Outflows from a Junk Bond ETF (Audio) October 28, 2016
    (Bloomberg) -- Bloomberg Intelligence analyst Eric Balchunas discusses the record outflows from the iShares iBoxx High Yield Corporate Bond ETF (ticker: HYG). Balchunas says the top ranked ETF by assets in the junk bond market set a new record on Thursday of $1 billion in outflows. This is a daily ETF podcast from Bloomberg’s Catherine Cowdery.
    Bloomberg News
  • Schwab’s Davidow on Understanding Smart Beta Strategies (Audio) October 27, 2016
    (Bloomberg) -- Anthony Davidow, asset allocation strategist at the Schwab Center for Financial Research, says not all smart beta ETF “strategies are created equally”. He discusses the importance of understanding the different strategies before investing. This is a daily ETF podcast from Bloomberg’s Catherine Cowdery.
    Bloomberg News
  • Balchunas on ETFs Vulnerable To Rising Rates (Audio) October 26, 2016
    (Bloomberg) -- Bloomberg Intelligence analyst Eric Balchunas discusses the prospects for ETFs that focus on master limited partnerships in a rising interest rate environment. This is a daily ETF podcast from Bloomberg’s Catherine Cowdery.
    Bloomberg News
  • Tudor’s Jones on Socially Responsible Index and ETF (Audio) October 25, 2016
    (Bloomberg) -- Paul Tudor Jones, the founder of the hedge fund Tudor Investment Corp., discussed socially responsible investing at Bloomberg’s The Year Ahead Summit. He said a nonprofit organization he’s backing intends to start an ETF comprised of socially responsible companies early next year. This is a daily ETF podcast from Bloomberg’s Catherine Cowdery. […]
    Bloomberg News
  • Balchunas on ETFs and Rising Interest Rates (Audio) October 25, 2016
    (Bloomberg) -- Bloomberg Intelligence analyst Eric Balchunas says many exchange-traded funds could see outflows as interest rates increase. He discusses two areas that showed surprising strength the last two times that rates rose. This is a daily ETF podcast from Bloomberg’s Catherine Cowdery.
    Bloomberg News
  • SSGA’s Good on Building Model ETF Portfolios for RBC (Audio) October 21, 2016
    (Bloomberg) -- Nick Good, co-head of the Global SPDR business at State Street Global Advisors(SSGA), discusses a new product that will soon be offered by RBC Correspondent Services. SSGA will design and maintain a new suite of cost effective ETF models for RBC, which will be delivered through NextCapital’s digital advice platform. This is a daily ETF podcast […]
    Bloomberg News
  • BBH’s McNinch on Growth and Usage of Smart Beta ETFs (Audio) October 21, 2016
    (Bloomberg) -- Shawn McNinch, global head of ETF Services at Brown Brothers Harriman, says a BBH and ETF.com survey shows an increase in interest in smart beta and actively-managed exchange-traded products. This is a daily ETF podcast from Bloomberg’s Catherine Cowdery.
    Bloomberg News
  • Vanguard’s McNabb Says ETF Fees to Keep Falling (Audio) October 20, 2016
    (Bloomberg) -- William McNabb, chief executive officer of Vanguard Group, said the cost of investing in ETFs and index funds will keep falling as more money shifts to passive investments. This is a daily ETF podcast from Bloomberg’s Catherine Cowdery.
    Bloomberg News
  • Balchunas on BlackRock Benefiting From Its ETFs (Audio) October 18, 2016
    (Bloomberg) -- BlackRock’s third-quarter profit rose 3.8-percent helped in part by flows into its exchange-traded funds. Bloomberg Intelligence Analyst Eric Balchunas discusses the popularity of BlackRock’s iShares products. This is a daily ETF podcast from Bloomberg’s Catherine Cowdery.
    Bloomberg News
  • Balchunas on Race for the First Bitcoin ETF (Audio) October 14, 2016
    (Bloomberg) -- Bloomberg Intelligence Analyst Eric Balchunas says the SEC is seeking additional public comment as it decides whether to approve the Winklevoss Bitcoin Trust (ticker: COIN). This is a daily ETF podcast from Bloomberg’s Catherine Cowdery.
    Bloomberg News
  • Balchunas on ETF Alternatives to Money Market Funds (Audio) October 14, 2016
    (Bloomberg) -- Bloomberg Intelligence Analyst Eric Balchunas discusses some ETF alternatives to money market funds as long anticipated reforms take effect (tickers: MINT, NEAR, SHY, BIL, GBIL). This is a daily ETF podcast from Bloomberg’s Catherine Cowdery.
    Bloomberg News
  • Fuhr on `Significant’ Growth of Institutional ETF Usage (Audio) October 14, 2016
    (Bloomberg) -- Deborah Fuhr, managing partner at the research firm ETFGI, discusses the growing popularity of ETPs among financial institutions. She says a study by ETFGI shows that some funds use as many as one thousand ETPs. This is a daily ETF podcast from Bloomberg’s Catherine Cowdery.
    Bloomberg News
  • Framsted on Growth of Smart Beta ETFs (Audio) October 13, 2016
    (Bloomberg) -- Holly Framsted, a strategist for the iShares smart beta team at BlackRock, says there are three main reasons why smart beta ETFs are growing in popularity. This is a daily ETF podcast from Bloomberg’s Catherine Cowdery.
    Bloomberg News
  • Balchunas on the Rally in a 3-D Printing ETF (Audio) October 11, 2016
    (Bloomberg) -- Bloomberg Intelligence analyst Eric Balchunas discusses the rally in two thematic ETFs, the 3D Printing ETF and the First Trust ISE Cloud Computing Index Fund (tickers: PRNT and SKYY). This is a daily ETF podcast from Bloomberg’s Catherine Cowdery.
    Bloomberg News
  • Balchunas on Thematic ETFs That Are `M&A Hotbeds’ (Audio) October 11, 2016
    (Bloomberg) -- Bloomberg Intelligence analyst Eric Balchunas takes a look at what’s behind the rally in the Global X Social Media Index ETF (ticker: SOCL). It’s gained 41% since March. This is a daily ETF podcast from Bloomberg’s Catherine Cowdery.
    Bloomberg News
  • Balchunas on Latest Skirmish in ETF Fee War (Audio) October 8, 2016
    (Bloomberg) -- Bloomberg Intelligence analyst Eric Balchunas examines the reasons why BlackRock and Charles Schwab lowered fees on some of their ETFs this week. He calls these low-cost ETFs “loss leaders”. This is a daily ETF podcast from Bloomberg’s Catherine Cowdery.
    Bloomberg News
  • ETFGI’s Fuhr on Growth of Smart Beta ETFs (Audio) October 7, 2016
    (Bloomberg) -- Deborah Fuhr, managing partner at the research firm ETFGI, anticipates that smart beta ETFs will continue to grow. She explains her definition of the category and emphasizes the importance of understanding their methodology. This is a daily ETF podcast from Bloomberg’s Catherine Cowdery.
    Bloomberg News
  • BlackRock’s Wiedman on Cutting ETF Fees (Audio) October 6, 2016
    (Bloomberg) -- Mark Wiedman, global head of BlackRock’s iShares, says his firm is cutting prices across its core ETFs in anticipation of a new federal rule that may prompt more investors to pour into passive funds. Wiedman calls it an “historic shift”. This is a daily ETF podcast from Bloomberg’s Catherine Cowdery.
    Bloomberg News
  • Balchunas on Laddering and Target Maturity Bond ETFs (Audio) October 4, 2016
    (Bloomberg) -- Bloomberg Intelligence analyst Eric Balchunas discusses the growing popularity of target maturity bond ETFs, which are used to manage interest rate risk using a method called laddering. This is a daily ETF podcast from Bloomberg’s Catherine Cowdery.
    Bloomberg News
  • Balchunas on Legal Cannabis Industry Lacking ETF (Audio) October 4, 2016
    (Bloomberg) -- Bloomberg Intelligence analyst Eric Balchunas examines why the legal cannabis industry does not have an ETF, even though the Bloomberg Intelligence Cannabis Index has jumped about 70% so far this year. This is a daily ETF podcast from Bloomberg’s Catherine Cowdery.
    Bloomberg News
  • Balchunas on Franklin’s New Actively Managed ETF (Audio) October 1, 2016
    (Bloomberg) -- Bloomberg Intelligence analyst Eric Balchunas says Franklin Templeton has launched an active take on smart beta. It’s the Franklin Liberty U.S. Low Volatility ETF (FLLV) and the launch comes as Vanguard gets closer to introducing a suite of active-factor ETFs. This is a daily ETF podcast from Bloomberg’s Catherine Cowdery.
    Bloomberg News
  • Goff Says OPEC’s Deal to Benefit MLP ETFs (Audio) September 29, 2016
    (Bloomberg) -- Jeremy Goff, director of strategic ventures for Tortoise Capital Advisors, discusses the impact of OPEC’s agreement to cut production. He says it will “absolutely” affect ETFs that focus on master limited partnerships. This is a daily ETF podcast from Bloomberg’s Catherine Cowdery.
    Bloomberg News
  • Agather on Growing Institutional Use of Smart Beta ETFs (Audio) September 29, 2016
    (Bloomberg) -- Rolf Agather, managing director of research for FTSE Russell North America, says his firm’s latest survey of institutional investors shows that large numbers of asset owners “now consider smart beta indexes to be an important part of their investing tool kit.” This is a daily ETF podcast from Bloomberg’s Catherine Cowdery.
    Bloomberg News
  • Balchunas on the `Great Cost Migration’ to Lower Fees (Audio) September 28, 2016
    (Bloomberg) -- Bloomberg Intelligence analyst Eric Balchunas identifies what he calls “the great cost migration” as investors show a growing preference for passive funds in categories ranging from mutual funds to index funds to ETFs. This is a daily ETF podcast from Bloomberg’s Catherine Cowdery.
    Bloomberg News
  • Balchunas on Bogle’s `Mind Blowing’ Contributions (Audio) September 23, 2016
    (Bloomberg) -- Bloomberg Intelligence analyst Eric Balchunas discusses what he calls Jack Bogle’s “mind blowing” contributions to the financial industry and explains why Bogle has been nominated for a 2016 Presidential Medal of Freedom. Bogle is the founder of the Vanguard Group. This is a daily ETF podcast from Bloomberg’s Catherine Cowdery.
    Bloomberg News
  • Balchunas Defines Smart Beta ETFs and Their Risks (Audio) September 23, 2016
    (Bloomberg) -- Bloomberg Intelligence analyst Eric Balchunas defines smart-beta ETFs and discusses their complexity and risks. This is a daily ETF podcast from Bloomberg’s Catherine Cowdery.
    Bloomberg News
  • Inside ETF’s Hougan on `Confusion’ About Smart Beta ETFs(Audio) September 23, 2016
    (Bloomberg) -- Matt Hougan, chief executive of Inside ETFs, says “there’s a lot of misinformation and confusion about” about smart beta ETFs. Inside ETFs is holding a conference on smart beta ETFs in New York City this week. This is a daily ETF podcast from Bloomberg’s Catherine Cowdery.
    Bloomberg News
  • ProShares’ Kirwan Discusses Smart Beta ETFs (Audio) September 22, 2016
    (Bloomberg) -- Kieran Kirwan, senior investment strategist at ProShares, discusses his definition of smart beta ETFs and how investors use them in their portfolios. This is a daily ETF podcast from Bloomberg’s Catherine Cowdery.
    Bloomberg News
  • Balchunas Says `Green’ ETF Assets Trail Optimism (Audio) September 20, 2016
    (Bloomberg) -- Bloomberg Intelligence analyst Eric Balchunas zeroes in on `green’ exchange-traded funds that focus on the environment. He explains the difference between two distinct approaches in the category. This is a daily ETF podcast from Bloomberg’s Catherine Cowdery.
    Bloomberg News
  • Balchunas on Two New ETFs With a Twist (Audio) September 20, 2016
    (Bloomberg) -- Bloomberg Intelligence analyst Eric Balchunas discusses two of the newest exchange-traded funds. One is a twist on a money market fund; the other, a `liquid alt’, or a liquid ETF alternative to a hedge fund. It will invest using a broad range of strategies (tickers: JPHF and GBIL). This is a daily ETF podcast from Bloomberg’s Catherine Cowdery […]
    Bloomberg News
  • Balchunas on Impact of S&P’s 11th Sector on ETFs (Audio) September 16, 2016
    (Bloomberg) -- Bloomberg Intelligence analyst Eric Balchunas discusses how the split of real estate companies from the financial sector will affect the ETF industry (ticker: XLF, XLRE). This is a daily ETF podcast from Bloomberg’s Catherine Cowdery.
    Bloomberg News
  • Gold Investors Trim Holdings in Gold ETF as Yields Rise (Audio) September 16, 2016
    (Bloomberg) -- Over the past week, investors have pulled $698 million from SPDR Gold Shares taking their holdings to the lowest since June, according to data compiled by Bloomberg (ticker: GLD). This is a daily ETF podcast from Bloomberg’s Catherine Cowdery.
    Bloomberg News
  • Schwab’s Fischer on Investors `Embracing’ ETFs (Audio) September 15, 2016
    (Bloomberg) -- Heather Fischer, vice president of ETF Platform Management at Charles Schwab, says the firm’s annual ETF Investors Study “is nothing but good news for the ETF industry.” It shows individual investors and registered investment advisors continue to adopt ETFs. This is a daily ETF podcast from Bloomberg’s Catherine Cowdery.
    Bloomberg News
  • Columbia Threadneedle Completes Acquisition of EGA (Audio) September 14, 2016
    (Bloomberg) -- Columbia Threadneedle Investments is the latest mutual fund company to acquire an ETF firm, Emerging Global Advisors. Marc Zeitoun, formerly EGA chief product and marketing officer and now head of Columbia Threadneedle’s strategic beta, discusses the merger of the two firms and says he’s “excited” to be part of Columbia Threadneedle. Bloomberg […]
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  • Balchunas on Small-Cap ETFs Having Edge Over Indexes (Audio) September 12, 2016
    (Bloomberg) -- Bloomberg Intelligence analyst Eric Balchunas explains how some of the bigger ETFs that focus on small-cap companies can out-perform the indexes they track (ticker: IWM). This is a daily ETF podcast from Bloomberg’s Catherine Cowdery.
    Bloomberg News
  • Balchunas on Small-Cap ETFs Doubling in Size in 4 Years (Audio) September 9, 2016
    (Bloomberg) -- Bloomberg Intelligence analyst Eric Balchunas discusses the growth of small-cap ETFs. He says the 69 U.S. small-cap ETFs now hold $113 billion, or about 5% of all ETF assets. This is a daily ETF podcast from Bloomberg’s Catherine Cowdery.
    Bloomberg News
  • Schwab’s Annual Survey Shows RIAs Embrace ETFs (Audio) September 8, 2016
    (Bloomberg) -- Heather Fischer, vice president of ETF Platform Management at Charles Schwab, discusses the results of the firm’s annual ETF Investor Study. She says it shows registered investment advisors are willing to “represent the leading edge of ETF adoption.” This is a daily ETF podcast from Bloomberg’s Catherine Cowdery.
    Bloomberg News
  • Balchunas on Two Top ETF Performers in August (Audio) September 7, 2016
    (Bloomberg) -- Bloomberg Intelligence analyst Eric Balchunas discusses two of the top performing ETFs in August: a `fallen angel’ and a Chinese technology ETF (tickers: ANGL and CQQQ). This is a daily ETF podcast from Bloomberg’s Catherine Cowdery.
    Bloomberg News
  • Balchunas on the Top Performing ETF in August (Audio) September 7, 2016
    (Bloomberg) -- Bloomberg Intelligence analyst Eric Balchunas says the rebound in oil prices in August helped fuel gains in ETFs that track oil-related companies (tickers: XOP, XLE and USO). This is a daily ETF podcast from Bloomberg’s Catherine Cowdery.
    Bloomberg News
  • Balchunas Says Some ETFs Quick to React to Jobs Report (Audio) September 2, 2016
    (Bloomberg) -- Bloomberg Intelligence analyst Eric Balchunas discusses gains in the iShares MSCI Emerging Markets ETF after the August jobs report (ticker: EEM). This is a daily ETF podcast from Bloomberg’s Catherine Cowdery.
    Bloomberg News
  • iShares’ Richardson on Emerging Markets ETFs (Audio) September 1, 2016
    (Bloomberg) -- Heidi Richardson, head of investment strategy at BlackRock’s iShares, discusses the outlook for emerging markets ETFs. She says the reform environment and policy measures in India and Indonesia should provide tailwinds for ETFs that focus on those single countries. This is a daily ETF podcast from Bloomberg’s Catherine Cowdery.
    Bloomberg News
  • Nair Addresses Concerns of Too Many ETFs (Audio) September 1, 2016
    (Bloomberg) -- Bloomberg Intelligence analyst Eric Balchunas says seven new ETFs launched in August, bringing the total number of new products to 147 for the year. Vinay Nair, co-chairman of 55 Capital, says when it comes to ETFs “there are too many and at the same time, too few.” He outlines some of the areas that he says are missing ETFs. This is a daily E […]
    Bloomberg News
  • Debut of an 11th Sector Affects the ETF Industry (Audio) August 31, 2016
    (Bloomberg) -- The process of splitting real estate companies and REITS from the financial sector gets underway on Wednesday. Jim Ross, chairman of State Street Global Advisors’ asset management unit, comments on how this will affect SSGA’s ETFs. Jeffrey Hirsch, chief executive at Hirsch Holdings, discusses the impact on investors. This is a daily ETF podcas […]
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  • Balchunas on Oil ETF That’s a `Wolf in Sheep’s Clothing’(Audio) August 29, 2016
    (Bloomberg) -- Bloomberg Intelligence analyst Eric Balchunas discusses how the United States Oil Fund LP (ticker: USO) should be used as a trading tool and not a long term investment. He says the oil ETF’s name is a “wolf in sheep’s clothing for unaware investors.” This is a daily ETF podcast from Bloomberg’s Catherine Cowdery.
    Bloomberg News
  • Nair Says Choosing ETFs a `Bit Like Mixing Colors’ (Audio) August 25, 2016
    (Bloomberg) -- Vinay Nair, co-chairman at 55 Capital, says picking ETFs to include in a portfolio “is a bit like mixing colors, it could be mud or it could be a beautiful shade.” This is a daily ETF podcast from Bloomberg’s Catherine Cowdery.
    Bloomberg News
  • ETF Turmoil of August 24, 2015 Sparks Market Changes (Audio) August 24, 2016
    (Bloomberg) -- One year ago today, there was an hour of panic as markets opened and the benchmarks plunged. A handful of ETFs swung wildly, with one plunging as much as 36% in a matter of seconds. What changes have been made to prevent a reoccurrence? This is an excerpt of a recent panel discussion on the issue sponsored by State Street Global Advisors. This […]
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  • Evans on Some BlackRock ETFs Heading for the Scrap Heap (Audio) August 24, 2016
    (Bloomberg) -- Bloomberg’s Rachel Evans discusses BlackRock’s decision to shutter 10 ETFs this month, even though all of them have posted gains this year. One of them is up 38%. This is a daily ETF podcast from Bloomberg’s Catherine Cowdery.
    Bloomberg News
  • Balchunas Discusses the Fastest Growing Dividend ETF (Audio) August 19, 2016
    (Bloomberg) -- Bloomberg Intelligence analyst Eric Balchunas discusses the Vanguard High Dividend Yield ETF (ticker: VYM), which is the fastest growing dividend ETF. It’s attracted $2.6 billion dollars since the start of the year. This is a daily ETF podcast from Bloomberg’s Catherine Cowdery.
    Bloomberg News
  • Balchunas Says Dividend ETFs Lead Smart-Beta Growth (Audio) August 19, 2016
    (Bloomberg) -- Bloomberg Intelligence analyst Eric Balchunas says dividend ETFs have quietly become the biggest area of smart-beta funds, with $123 billion in assets. This is a daily ETF podcast from Bloomberg’s Catherine Cowdery.
    Bloomberg News
  • Balchunas on Vanguard Pitching to Launch Active ETFs (Audio) August 18, 2016
    (Bloomberg) -- Bloomberg Intelligence analyst Eric Balchunas discusses Vanguard Group’s filing to seek broader regulatory approval to offer actively managed ETFs in the U.S. This is a daily ETF podcast from Bloomberg’s Catherine Cowdery.
    Bloomberg News
  • Balchunas on Rally in a Palladium ETF (Audio) August 18, 2016
    (Bloomberg) -- Bloomberg Intelligence analyst Eric Balchunas says the ETFS Physical Palladium Shares (ticker: PALL) was the best-performing commodity exchange-traded fund in July. This is a daily ETF podcast from Bloomberg’s Catherine Cowdery.
    Bloomberg News
  • Balchunas on ETF Flows Showing Risk-On Appetite (Audio) August 16, 2016
    (Bloomberg) -- Bloomberg Intelligence analyst Eric Balchunas says a mid-month ETF flow update shows investors are continuing their risk-on buying spree of U.S. stock and bond ETFs. This is a daily ETF podcast from Bloomberg’s Catherine Cowdery.
    Bloomberg News
  • BOJ’s Controversial March to Top Shareholder in Japan (Audio) August 16, 2016
    (Bloomberg) -- The Bank of Japan is marching to the top of shareholder rankings, as it buys domestic equity ETFs to revitalize Japan’s stagnant economy. This is a daily ETF podcast from Bloomberg’s Catherine Cowdery.
    Bloomberg News
  • Balchunas on Proposals to Strengthen Equity Markets (Audio) August 13, 2016
    (Bloomberg) -- Bloomberg Intelligence analyst Eric Balchunas discusses proposed exchange rules aimed at preventing events similar to that of last August 24th, when price swings led to trading halts for more than 500 ETFs. This is a daily ETF podcast from Bloomberg’s Catherine Cowdery.
    Bloomberg News
  • PwC’s Brashaw on the Roadmap to ETF Growth (Audio) August 11, 2016
    (Bloomberg) -- Nigel Brashaw, PwC’s U.S. ETF global leader, says the growth of the ETF industry will accelerate over the next five years, helped by new markets, expanding distribution channels and asset classes. This is a daily ETF podcast from Bloomberg’s Catherine Cowdery.
    Bloomberg News
  • Amplify’s Magoon on e-Retailer ETF (Audio) August 11, 2016
    (Bloomberg) -- Christian Magoon, founder and Chief Executive Officer of Amplify ETFs, discusses the Amplify Online Retail ETF (IBUY). This is a daily ETF podcast from Bloomberg’s Catherine Cowdery.
    Bloomberg News
  • Balchunas on an Old-Guard Tech ETF That’s Outperforming (Audio) August 9, 2016
    (Bloomberg) -- Bloomberg Intelligence analyst Eric Balchunas discusses the outperformance of the First Trust Nasdaq Technology Dividend Index Fund (TDIV). This is a daily ETF podcast from Bloomberg’s Catherine Cowdery.
    Bloomberg News
  • Balchunas on Another ETF Filing for a Cryptocurrency (Audio) August 8, 2016
    (Bloomberg) -- Bloomberg Intelligence analyst Eric Balchunas says there’s an ETF in registration for another cryptocurrency, ether, which was launched not quite a year ago. This is a daily ETF podcast from Bloomberg’s Catherine Cowdery.
    Bloomberg News
  • Balchunas on Bitcoin Hack and Proposed Winklevoss ETF (Audio) August 5, 2016
    (Bloomberg) -- Bloomberg Intelligence analyst Eric Balchunas discusses the proposed bitcoin ETF from the Winklevoss twins after hackers stole $65 million worth of the digital currency this week. This is a daily ETF podcast from Bloomberg’s Catherine Cowdery.
    Bloomberg News
  • Pacer’s O’Hara on Trend-Following ETFs (Audio) August 5, 2016
    (Bloomberg) -- Sean O’Hara, president of Pacer ETFs Distributors, discusses following trends using his firm’s ETFs and the Pacer Global High Dividend ETF (ticker: PGHD). This is a daily ETF podcast from Bloomberg’s Catherine Cowdery.
    Bloomberg News
  • Balchunas on Millenials’ Lead in ETF Adoption (Audio) August 4, 2016
    (Bloomberg) -- Bloomberg Intelligence analyst Eric Balchunas discusses data from TD Ameritrade that shows the use of exchange-traded funds is rising among each generation of investors, with millennials among the fastest adopters. This is a daily ETF podcast from Bloomberg’s Catherine Cowdery.
    Bloomberg News
  • Balchunas Says July ETF Flows Show `Risk On’ Attitude (Audio) August 3, 2016
    (Bloomberg) -- Bloomberg Intelligence analyst Eric Balchunas discusses flows into and out of U.S.-listed ETFs in July. He says they appear to reflect a rotation internationally. This is a daily ETF podcast from Bloomberg’s Catherine Cowdery.
    Bloomberg News
  • Gilbertie Makes the Case for Agricultural ETPs (Audio) August 2, 2016
    (Bloomberg) -- Sal Gilbertie, chief investment officer at Teucrium Trading, makes the case for investing in exchange-traded products that focus on agricultural commodities. His firm sponsors five, including the Teucrium Agricultural Fund (ticker: TAGS). This is a daily ETF podcast from Bloomberg’s Catherine Cowdery.
    Bloomberg News
  • S&P’s Rosenbluth Says a `Milestone’ on Its Way (Audio) August 1, 2016
    (Bloomberg) -- Todd Rosenbluth, Director of ETF Research at S&P Global Market Intelligence, says a “milestone” is on its way for some sector ETFs, as the real estate industry becomes the S&P 500’s eleventh industry group. This is a daily ETF podcast from Bloomberg’s Catherine Cowdery.
    Bloomberg News
  • Balchunas Says ETF Industry Still in Its `Toddler Stage’ July 29, 2016
    Bloomberg Intelligence analyst Eric Balchunas discusses the growth of the ETF industry. Four launches a day makes it the fastest-growing investment vehicle. This is a daily ETF podcast from Bloomberg’s Catherine Cowdery.
    Bloomberg News
  • Schwab’s Fischer: Millenials `Doubling Down’ on ETFs (Audio) July 28, 2016
    Heather Fischer, vice president of ETF platform management at Charles Schwab, says millenials are “doubling down” on their use of ETFs. She discusses the findings about millenials in Schwab’s “ETF Investor Study”. This is a daily ETF podcast from Bloomberg’s Catherine Cowdery.
    Bloomberg News
  • Balchunas Says Wall Street Banks Tap ETF Market Growth (Audio) July 26, 2016
    Bloomberg Intelligence analyst Eric Balchunas says Wall Street banks are looking to profit from the growing popularity of exchange-traded funds as both market makers and issuers. This is a daily ETF podcast from Bloomberg’s Catherine Cowdery.
    Bloomberg News
  • SSGA’s Mazza on Reconsidering Your Core Bond Holding (Audio) July 26, 2016
    (Bloomberg) -- David Mazza, head of ETF and mutual fund research at State Street Global Advisers, says investors may want to reevaluate their core bond ETF holding as they seek safety and certainty. This is a daily ETF podcast from Bloomberg’s Catherine Cowdery.
    Bloomberg News
  • Balchunas on Trump v. Clinton in Fund Investments (Audio) July 22, 2016
    (Bloomberg) -- Bloomberg Intelligence analyst Eric Balchunas says presidential candidates Donald Trump and Hillary Clinton "differ on more than just the issues." Their investment holdings show two totally different approaches, based on financial disclosure documents found on www.opensecrets.org. This is a daily ETF podcast from Bloomberg's Cat […]
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  • Schwab’s Fischer on Shift in ETF Flows From 2015 to '16 (Audio) July 21, 2016
    (Bloomberg) -- Heather Fischer, vice president of ETF platform management at Charles Schwab, says there’s been a “pretty dramatic shift” in ETF flows from 2015 to the first half of 2016. This is a daily ETF podcast from Bloomberg’s Catherine Cowdery.
    Bloomberg News
  • Balchunas on `Monster’ Emerging Market Bond ETF (Audio) July 20, 2016
    (Bloomberg) -- Bloomberg Intelligence analyst Eric Balchunas discusses a “monster” fixed income ETF in the emerging markets space. It’s the iShares J.P. Morgan USD Emerging Markets Bond ETF (ticker: EMB). This is a daily ETF podcast from Bloomberg’s Catherine Cowdery.
    Bloomberg News
  • TD Ameritrade’s Tomczyk on Growth of ETFs (Audio) July 20, 2016
    (Bloomberg) -- Fred Tomczyk, chief executive officer of TD Ameritrade, says ETFs should continue to gather assets at a faster pace than mutual funds. This is a daily ETF podcast from Bloomberg’s Catherine Cowdery.
    Bloomberg News
  • SSGA’s Mazza on Flight to Bond ETFs for `Safety’ (Audio) July 19, 2016
    (Bloomberg) -- David Mazza, head of ETF and mutual fund research at State Street Global Advisers, discusses his firm’s “Mid-Year 2016 ETF & Investment Outlook Report”. According to the report, “fixed income ETFs are on pace for a record year.” This is a daily ETF podcast from Bloomberg’s Catherine Cowdery.
    Bloomberg News
  • Balchunas Says Emerging Markets Equity ETFs `On Fire’ (Audio) July 15, 2016
    (Bloomberg) -- Bloomberg Intelligence analyst Eric Balchunas says investors poured into riskier ETFs this week as the S&P 500 traded at a record. He adds that emerging market, equity ETFs saw inflows of $4 billion. This is a daily ETF podcast from Bloomberg’s Catherine Cowdery.
    Bloomberg News
  • Brashaw on ETF Assets Growing to $7 Trillion by 2021 (Audio) July 14, 2016
    (Bloomberg) -- Nigel Brashaw, PwC’s U.S. ETF global leader, discusses the results of the firm’s latest report “ETFs: A Roadmap to Growth”. According to the report, global ETF assets under management should grow to at least $7 trillion by 2021. This is a daily ETF podcast from Bloomberg’s Catherine Cowdery.
    Bloomberg News
  • Balchunas on Vanguard’s Gain Causing Wall Street Pain (Audio) July 13, 2016
    (Bloomberg) -- Bloomberg Intelligence analyst Eric Balchunas says the popularity of Vanguard’s low cost ETFs and index funds represents a transfer of wealth away from financial middlemen toward investors’ accounts. This is a daily ETF podcast from Bloomberg’s Catherine Cowdery.
    Bloomberg News
  • Chanin’s Video Game ETF Soars to Record (Audio) July 12, 2016
    (Bloomberg) -- Andrew Chanin, chief executive officer of Pureshares, discusses the PureFunds Video Game Tech ETF (ticker: GAMR). It’s trading at a record, helped by the popularity of Pokemon Go. This is a daily ETF podcast from Bloomberg’s Catherine Cowdery.
    Bloomberg News
  • Balchunas Says Vanguard Dominating 2016 ETF Flows (Audio) July 11, 2016
    (Bloomberg) -- Bloomberg Intelligence analyst Eric Balchunas says Vanguard is “making attracting cash look easy” as the firm has taken in $140 billion in the first half of the year. This is a daily ETF podcast from Bloomberg’s Catherine Cowdery.
    Bloomberg News
  • Balchunas on Flight Into Gold-Backed ETFs (Audio) July 8, 2016
    (Bloomberg) -- Bloomberg Intelligence analyst Eric Balchunas discusses the flight into ETFs backed by bullion (ticker: GLD). He says investors are using them for diversification and as a crisis hedge. This is a daily ETF podcast from Bloomberg’s Catherine Cowdery.
    Bloomberg News
  • ETFS’s Gold on Growth of Assets in Gold ETFs (Audio) July 8, 2016
    (Bloomberg) -- Maxwell Gold, a director of investment strategies at ETF Securities, discusses the growth of assets in the ETFS Physical Swiss Gold Shares ETF (ticker: SGOL). Global gold holdings in ETFs topped 2,000 metric tons for the first time in three years this week. This is a daily ETF podcast from Bloomberg’s Catherine Cowdery.
    Bloomberg News
  • Balchunas Examines an Outperforming Pharma ETF (Audio) July 6, 2016
    (Bloomberg) -- Bloomberg Intelligence analyst Eric Balchunas calls the PowerShares Dynamic Pharmaceuticals Portfolio a “juiced up smart beta ETF” (ticker: PJP). This is a daily ETF podcast from Bloomberg’s Catherine Cowdery.
    Bloomberg News
  • Balchunas on Vanguard and Active ETFs (Audio) July 5, 2016
    (Bloomberg) -- Bloomberg Intelligence analyst Eric Balchunas says Vanguard Group has filed for presumptive relief to launch some active ETFs in the U.S. He says it could fuel a “renaissance in the active space.” This is a daily ETF podcast from Bloomberg’s Catherine Cowdery.
    Bloomberg News
  • Balchunas on DoubleLine’s ETF Assets Topping Pimco’s (Audio) July 1, 2016
    (Bloomberg) -- Bloomberg Intelligence analyst Eric Balchunas discusses the SPDR DoubleLIne Total Return Tactical ETF as its assets top those of a rival exchange traded fund managed by PIMCO (tickers: BOND and TOTL). This is a daily ETF podcast from Bloomberg’s Catherine Cowdery.
    Bloomberg News
  • S&P’s Rosenbluth Offers a First-Half ETF Report Card (Audio) June 30, 2016
    (Bloomberg) -- Todd Rosenbluth, Director of ETF Research at S&P Global Market Intelligence, discusses two ETF categories that have under-performed the broader market in the first half of the year. This is a daily ETF podcast from Bloomberg’s Catherine Cowdery.
    Bloomberg News
  • Balchunas on a `Tale of Two Brexit Flows' (Audio) June 29, 2016
    (Bloomberg) -- Bloomberg Intelligence analyst Eric Balchunas says a tale of two different kinds of ETF investors was told by flows after the U.K. vote to withdraw from the European Union (tickers: SPY, QQQ and GLD). This is a daily ETF podcast from Bloomberg’s Catherine Cowdery.
    Bloomberg News
  • Cumberland’s Kotok on Post-Brexit ETF Opportunities (Audio) June 28, 2016
    (Bloomberg) -- David Kotok, Chairman and Chief Investment Officer at Cumberland Advisors, discusses investment opportunities in the wake of the U.K. vote to withdraw from the European Union. This is a daily ETF podcast from Bloomberg’s Catherine Cowdery.
    Bloomberg News
  • S&P’s Rosenbluth Says After Brexit Seek Dividend ETFs (Audio) June 28, 2016
    (Bloomberg) -- Todd Rosenbluth, Director of ETF Research at S&P Global Market Intelligence, suggests considering income producing ETFs that focus on small and mid-cap companies in the midst of the Brexit turmoil (tickers: REGL, DES). This is a daily ETF podcast from Bloomberg’s Catherine Cowdery.
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