The trouble with index-tracking funds
Funds

The trouble with index-tracking funds

Index-tracking funds are great, cheap alternatives to their overpriced active cousins. But they aren’t flawless, says John Stepek.
29 Jun 2018
Momentum investing: what it is, why it works and what to buy
Investment strategy

Momentum investing: what it is, why it works and what to buy

Momentum investing – buying what has already gone up in price in the belief that it will keep doing so – shouldn’t work in theory. Yet in real life, i…
15 Jun 2018
Three exciting new ETFs
Share tips

Three exciting new ETFs

These new exchange-traded funds give you the opportunity to invest in some interesting sectors.
1 Jun 2018
One area of financial markets where ETFs could prove very disruptive
Stockmarkets

One area of financial markets where ETFs could prove very disruptive

Some people argue that ETFs undermine the structure of the stockmarket. That’s not really true, says John Stepek. But they could spark trouble in anot…
21 May 2018
Bond ETFs get active
Funds

Bond ETFs get active

A new type of exchange-traded fund will provide a useful way for bond investors to mitigate risk, says David Stevenson.
18 May 2018
Value investing is due its time in the sun
Funds

Value investing is due its time in the sun

Whether you own active funds or ETFs, you must pay attention to which investment styles are working, says David Stevenson.
27 Apr 2018
Aim makes its mark at last
Stockmarkets

Aim makes its mark at last

London’s Alternative Market performed poorly during its first 20 years – but investors can no longer afford to ignore its 1,254 companies, says Max Ki…
17 Nov 2017
Could ETFs crash the market? Maybe – but that’s not what you should worry about
Investment strategy

Could ETFs crash the market? Maybe – but that’s not what you should worry about

Investors in index-tracking ETFs could see heavy losses if markets fall. But the “smart-beta” funds that try and solve this problem bring risks of the…
9 Oct 2017
Are new ETF launches a sign that markets are overheated?
Funds

Are new ETF launches a sign that markets are overheated?

In echoes of the dotcom boom when new fund launches rose tenfold int he y ear before the bubble burst, the rate of new ETF launches targeting hot new …
1 Sep 2017
How volatile is your ETF?
Funds

How volatile is your ETF?

Recent turbulence in ETFs tracking “low volatility” highlights just how important it is to keep an eye on what’s actually going in your funds. john St…
7 Jul 2017
What’s in your ETF?
Funds

What’s in your ETF?

There are some things to be aware of when buying ETFs, says John Stepek, as problems with one popular fund earlier this month revealed.
28 Apr 2017
It’s quiet out there. Too damn quiet
Stockmarkets

It’s quiet out there. Too damn quiet

Driven by record amounts of money pouring in to exchange-traded funds, markets are starting to feel a little overheated, says John Stepek. Are we near…
21 Mar 2017
ETFs: the road to serfdom?
Funds

ETFs: the road to serfdom?

Cheap trackers, exchange-traded funds and passive investing have been accused of undermining capitalism. Matthew Partridge exmines why.
2 Sep 2016
The six ETFs I'd pick if I was building a portfolio from scratch
Funds

The six ETFs I'd pick if I was building a portfolio from scratch

David C Stevenson explains how to put together a simple, no-nonsense portfolio of ETFs from scratch.
22 Jan 2016
Dividend-based ETFs: simple ways to place bets on smart ideas
Funds

Dividend-based ETFs: simple ways to place bets on smart ideas

A new range of dividend-based ETFs offer tantalising new prospects for ‘smart-beta’ investors, says David C Stevenson.
5 Nov 2014
What are your ETFs really costing you?
Funds

What are your ETFs really costing you?

Paul Amery explains how to compare passive funds with actively managed funds, and the costs you should watch out for.
10 Jun 2014
How to get the benefits of active fund management on the cheap
Funds

How to get the benefits of active fund management on the cheap

'Smart beta' funds give you a chance to beat the market without the high charges of actively-managed funds. Matthew Partridge explains, and picks one …
27 May 2014
Why you should beware of ETFs
Funds

Why you should beware of ETFs

Ed Bowsher looks at exchange traded funds, or ETFs, and explains what they are. He also highlights some of their dangers and risks, so you can avoid t…
13 Mar 2014
George Osborne gives investors yet another reason to like ETFs
Funds

George Osborne gives investors yet another reason to like ETFs

Removing stamp duty from ETF share purchases could mean a cut in charges for the already cheap funds, says Ed Bowsher.
5 Dec 2013
Watch out for the hidden costs of ETFs
Funds

Watch out for the hidden costs of ETFs

Exchange-traded funds tend to be much cheaper than actively-managed funds. But there can be hidden charges. Matthew Partridge explains what they are, …
24 Oct 2013
ETFs: A great tool for DIY investors
Funds

ETFs: A great tool for DIY investors

Exchange-traded funds (ETFs) are cheaper than unit trusts and look set to become even more popular in the wake of the RDR, says Matthew Partridge.
15 Nov 2012
Hidden risks in corporate bond ETFs
Funds

Hidden risks in corporate bond ETFs

Corporate bond exchange-traded funds are in hot demand. But many investors are oblivious to a key risk. Paul Amery explains.
21 Sep 2012
Do ETFs stay on track?
Funds

Do ETFs stay on track?

Exchange-traded funds (ETFs) may be cheaper than actively managed funds - but don't assume their returns will always match the returns from the indice…
13 Aug 2012
What is an exchange-traded fund?
Funds

What is an exchange-traded fund?

Tim Bennett looks at one of our favourite investments - exchange traded funds - and explains what they are, why we like them, and what their drawbacks…
24 May 2012