The case for international value ETFs is missing its numbers
A content-hub article pitches insider-led international value, with ICPY up 12.87%. It never proves the neglect.
August 19
Passive & Indexing 15 stories this week · 15 total
Defense Department lends $400 million to Sunrise Energy Metals
The conditional loan puts federal money behind an REXC holding as Washington's $3 billion critical-minerals push takes shape.
RAFI's $200 billion anti-cap-weight business lands at TMX
Rob Arnott's fundamental indexing now sits behind TMX VettaFi's push for $1 trillion in index assets.
Sprott argues uranium supplies are about to tighten
A new contracting cycle in Europe and the US could tighten uranium supplies just as demand accelerates, supporting prices and the case for URNM.
Nebius's surge fuels THNQ's 46% year-to-date return
The AI cloud stock jumped 28% after earnings and now stands as the fund's tenth-largest holding.
Three small-cap ETFs surface as Russell 2000 sets record
A biotech index, a cash-flow screen and a value tilt offer different ways to ride the small-cap benchmark's new high.
A rate-hedged junk ETF makes the quality case
WisdomTree's HYZD runs a 0.22-year duration hedge over a BB-heavy book. Its sponsor says plain high-yield beta no longer cuts it.
Broadcom's bear market turns single-stock ETFs into a timing problem
The AI chip maker is 20.6% below its 52-week high; Direxion's inverse fund and its 2x bull fund are wagers on which catalyst runs out first.
GFLW halves Sterling stake as free-cash-flow rules bite
Sterling Infrastructure had gained 114% in three months. GFLW's June rebalance cut the stake nearly in half and pushed the fund's beta to 1.02.
Gold-mining ETFs outrun the metal as Sprott and Global X lead with 25% gains
Spot gold is back near $4,400. Operating leverage and historically low valuations are spreading the rally from bullion to the companies that dig it up.
A $1.3 trillion utility splurge puts an electrification ETF ahead of sector funds
ELFY is up 22% year to date. Industrial and energy holdings, not the utility stake, are driving the gain, which is about six times a typical utilities benchmark's return.
BATT's China-heavy lithium fund meets a slowing EV market
BMI expects lithium prices to drift lower in the second half. BATT's China sleeve, at more than 30%, makes that a local problem.
GFLW's June rebalance cuts a 114% winner in half
The fund's two-step rule — free-cash-flow selection, risk-adjusted momentum weighting — overrode a hot stock's rally.
FTSE launches UK and Italian volatility indices
The IVI series gives the FTSE 100 and FTSE MIB a VIX-style gauge and could become the benchmark for future volatility ETFs.
Pension funds push ETFs toward the core of portfolios
A DWS survey finds 26% of pension funds now prefer ETFs for passive exposure.