Beyond Bulls & Bears

Understanding ETF Liquidity at Times of Market Stress
LibertyShares

Understanding ETF Liquidity at Times of Market Stress

Recent developments in the UK investment market have brought liquidity concerns back to the top of the agenda for some investors. And inevitably, Exchange Traded Funds (ETFs) have found themselves in the crosshairs. However, Jason Xavier, our Head of EMEA ETF Capital Markets, argues ETFs can offer investors flexibility and transparency into markets at times of stress.

Rethinking the Bid/Ask Spread for ETF Investors
LibertyShares

Rethinking the Bid/Ask Spread for ETF Investors

Jason Xavier looks at bid/ask spreads and explains why some of the most widely used metrics can potentially be misleading for ETF investors.

PODCAST: Smart Beta Investing in the Changing Emerging-Market Landscape
LibertyShares

PODCAST: Smart Beta Investing in the Changing Emerging-Market Landscape

Many investors view “smart beta” within the realm of exchange-traded funds (ETFs) as a replacement for either actively managed or passive investment strategies. Franklin Templeton ETF Specialists Todd Mathias and Rick Felix view smart beta as an additive investment strategy that can complement these approaches. In our latest “Talking Markets” podcast, they discuss the nuances of smart beta while taking a look at the changing investment landscape in emerging markets.

Tail Wagging the Dog? Some Thoughts on ETF Market Resilience
LibertyShares

Tail Wagging the Dog? Some Thoughts on ETF Market Resilience

Do ETFs exacerbate financial market volatility? Jason Xavier, head of EMEA ETF Capital Markets at Franklin Templeton Investments, suggests not.

Active ETFs: For Fixed Income Investors Who Don’t Want to Follow the Pack
LibertyShares

Active ETFs: For Fixed Income Investors Who Don’t Want to Follow the Pack

“At times of volatility, when momentum-driven movement of indices might present potential investment opportunities, active ETFs could provide access to investment management expertise combined with the attractive features of an ETF vehicle.” Jason Xavier, head of EMEA ETF Capital Markets

Fixed Income ETFs: Democratising Price Discovery for Investors
LibertyShares

Fixed Income ETFs: Democratising Price Discovery for Investors

“The evolution of ETFs, particularly in the fixed income arena, can offer even retail investors access to a market with the same price discovery/transparency as their institutional counterparts.” – Jason Xavier, head of EMEA ETF Capital Markets

Why Investors Should Think Differently About ETF Liquidity
LibertyShares

Why Investors Should Think Differently About ETF Liquidity

“Unlike a mutual fund, an ETF doesn’t need a minimum initial client investment to stay open or be liquid and it can exist regardless of any particular investor’s allocation. If we think of an ETF as a window into a pool of securities, it should be clear that, in terms of liquidity, the size of an ETF is only academic.” – Jason Xavier, head of EMEA ETF Capital Markets

Considering ETF Liquidity as Market Volatility Rises
LibertyShares

Considering ETF Liquidity as Market Volatility Rises

“In our view, the coordinated central bank action to facilitate liquidity through low interest rates and quantitative easing has created an artificial environment. Market declines like those seen so far in 2018 give us a glimpse of historically a more typical market environment.” – Jason Xavier

To NAV or NAV Not: Choosing the Most Appropriate ETF Investing Approach
LibertyShares

To NAV or NAV Not: Choosing the Most Appropriate ETF Investing Approach

Jason Xavier, head of EMEA ETF Capital Markets at Franklin Templeton Investments, explores the ways in which investors in Europe can participate in ETFs.

Vive La Difference: Understanding the Options for Trading ETFs in Europe
LibertyShares

Vive La Difference: Understanding the Options for Trading ETFs in Europe

Exchange-traded funds (ETFs) have been part of the investment landscape for 25 years, but their evolution and growth varies in different parts of the world. Jason Xavier, head of EMEA ETF Capital Markets at Franklin Templeton Investments, explains how that diversity has opened up different trading approaches for would-be investors.

Bringing the Human Factor to Index Investing
Perspectives

Bringing the Human Factor to Index Investing

The emergence of risk-factor investing and the evolution of traditional indexes have opened up fresh opportunities to bring a human touch to what has traditionally been considered the passive exchange-traded fund space. Dr. Chandra Seethamraju, director of systematic modeling, Franklin Templeton Solutions, details what he sees as a “smart” approach to investing in these vehicles.