Direct Indexing looks set to disrupt the retail ETF market

C8 featured today in an Financial Times article discussing how Direct Indexing can be a complement to Funds and ETFs.  Mattias (our CEO) was quoted as saying:

“We have 7,000 strategies to choose from. We work with pension funds, sovereign wealth funds, fund of funds as well as family offices and corporate treasurers. It’s going to be big going forward. We are starting to see what is going to be the future,” said Eriksson, who added that interest had been particularly strong among Chinese institutions.

Two of our index providers, Ned Davis Research and Solactive, were also interviewed for the article.  Please read the full piece at:  https://on.ft.com/3rDhUd5

Other posts

Oh My! Trump Tariffs, State of the Union, ISM Services Data

BY TEMATICA
What will Fed Chair Powell say on Friday? Read more →

Thoughts From The Divide: Relatively Speaking

BY JON WEBB
In the second half of last year, as we continued to ponder the ever-impressive strength of the US consumer, we highlighted research on the subject of “excess” saving (which still seems a misnomer), noting JPM’s analysis that saw the consumer that had exhausted the various stimmy payments. Soon after, we discussed research from the San Francisco Fed that argued “a larger fraction of aggregate savings remains in the economy than previously expected”, thanks in part to “a comprehensive data revision”. The piece concluded that those savings would last until “the first half of 2024”. Well, while tomorrow may never truly arrive if free beer is involved (a medical concept?!), the future is now, and the SF Fed has bad news: “Pandemic Savings Are Gone”. As ever with economic research, this comes with a list of caveats, the jist of which are captured in the note accompanying the Fed’s chart below, i.e. savings are gone, relatively speaking. Read more →

Thoughts From the Divide: The (Golden) Path

BY JON WEBB
While the road to hell is paved with good intentions, it appears that the “golden path” to a soft landing (which by way of reminder is a “triumph of hope over experience”, if you ask Mr. Summers) is paved with rate cuts. In an interview earlier this week, the Chicago Fed president Austan Goolsbee cast another vote in favor of “adjustment cuts”, saying that “You risk the golden path if you are going to be as restrictive as we are now”. Meanwhile, Jerome Powell was quick to assure the audience during his latest interview that “today I am not going to be sending any signals, one way or the other on any particular meeting” as far as rate cuts are concerned. However, that did not prevent the Chair from referring to ol’ reliable of monetary policy, “long and variable lags”, to explain why, “if you wait until inflation gets all the way down to 2%, you’ve probably waited too long”. Read more →
Back to all posts →