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My favorite ETF reads over the past week, along with my ETF tweet and chart of the week!

 

The Ethics of Indexing Redux by Dave Nadig

“As an investor myself, those are the three takeaways I have from what I understand about market structure right now – more event risk, more tail risk, with a longer-term positive upward bias.”

 

Nontransparent Active ETFs Slow To Gain Traction by Heather Bell

“The real issue seems to be that ETF investors are comfortable with full transparency and don’t really see it as detrimental to returns.”

 

Grayscale tells SEC that turning biggest bitcoin fund into ETF will unlock $8 billion for investors by Hugh Son

“The SEC is discriminating against issuers by approving bitcoin futures ETFs and denying bitcoin spot ETFs.”

 

Russia sanctions present unique challenge to the ETF industry by Keshava Shastry

“The transformation of Russia from emerging to a stand-alone market branded ‘uninvestable’ for institutional investors happened at breakneck speed.”

 

Famous Volatility ETFs Are Back After a Wild Week on Wall Street by Sam Potter and Katie Greifeld

“Certain investors crave the juice that a 2x VIX ETF can provide despite the many dangers.”

 

ETF Tweet of the Week:  Vivek Ramaswamy is executive chairman of the newly launched firm, Strive Asset Management.  Strive is planning to launch ETFs that compete directly with the “Big 3” – iShares, Vanguard, and State Street.  The angle?  “Focus exclusively on delivering excellent products and services to their customers, rather than mixing business with politics.”  Clearly, an ambitious undertaking…

 

ETF Chart of the Week:  A new survey from PwC found more than half of respondents believe global ETF assets will reach at least $18 trillion by 2026 (currently approx. $10 trillion), representing a 14.6% compound annual growth rate (CAGR).  However, PwC believes $20 trillion in global ETF assets by 2026 is attainable “given the global ETF 22% CAGR over the last five years ending December 2020, combined with record inflows, new entrants, innovative products and distribution opportunities”.

 

Last Week’s ETF Buzz