Thematic Investing

Stocks fell for a third consecutive month in October on concerns that interest rates will remain higher for longer, and amid an escalating conflict in the Middle East.

The STOXX Global Lithium and Battery Producers index inaugurates an innovative dual identification process to selecting stocks, involving revenue and patents. As a key component in batteries, lithium is essential to the clean energy transition and the rollout of consumer electronics.

Rene Reyna and Brett Boor of Invesco explain the drivers behind the choice of index underlying for three ETFs tracking technology themes. Ladi Williams from Index Product Management at STOXX joins the conversation to discuss what investors and product issuers want when it comes to thematic indices.

Stocks fell by the most in one year in September amid expectations that interest rates in the US may stay higher for longer than previously expected.

Stocks fell in August amid softening economic data in Europe and China, and expectations that US interest rates may stay high for a long period.

Stocks rose in July amid signs that global inflation is easing and that the US economy may avoid a recession.

At a recent IPE webinar, experts from STOXX, ISS ESG and DWS discussed how biodiversity impact is becoming a new risk consideration for portfolio managers amid tightening regulation and client demand. Participants also examined the new ISS STOXX Biodiversity indices as a framework to tackle nature-related risks and opportunities.

Hamish Seegopaul, Global Head for Index Product Innovation, and Brian Zimmer, Chief Technology Officer, share their thoughts on the potential impact of artificial intelligence on the index industry in the latest issue of The Financial Technologist from Harrington Starr.

Looking at business lines’ revenues allows the index to tap those companies benefitting from growing demand for the AI ecosystem — from computing applications to chips, and from data to cloud computing. As AI has its “iPhone moment,” we explore what’s in an AI index portfolio.

Christoph Schon from our Applied Research team recently joined an ETF Stream roundtable on thematic ETFs. Together with colleagues from the industry they discussed the importance of index construction and theme selection.

SRP recently held an interview with Armelle Loeb, Head of Index Sales for EMEA at STOXX, to discuss indexing trends in the structured-products industry. Here we republish the exchange.

In June, stocks had their second-best month this year on optimism that the global economy is weathering a slowdown and that inflation is easing.