Name: ETF Investigations: The European ETF market’s biggest trends in 2023
Start: 2023-11-15T14:00:00Z
End: 2023-11-15T14:01:00.000Z
Location: BrightTALK
Rating: 5

ETF Stream is the leading media brand for everything ETF-related in Europe. Through our website, publications and events, we ensure all ETF industry participants stay up-to-date and informed on the latest trends in the space.

Our team of dedicated journalists cover the latest news, provide expert analysis and share informed opinions on a range of issues across the ETF ecosystem. We are also dedicated to educating all investors while informing wealth and institutional managers through our events, guides, features, analysis and data tools.

The largest ETF conference in Europe is back! ETF Ecosystem Unwrapped 2024, which is set to take place on 22-23 May in the City of London, is the event to attend for members of all aspects of the European ETF ecosystem.

With a stellar line-up of speakers, this is set to be a fantastic event for professional investors (Day 1) and the wider ETF ecosystem (Day 2) where we will dive into the most important themes shaping the outlook for markets and the ETF industry.

During this webinar, ETF Stream’s editor Tom Eckett will preview all aspects of the conference and reveal the topics he is most excited about.

Road To ETF Ecosystem Unwrapped 2024

European regulators are currently weighing up the prospect of following the US in moving to a T+1 settlement structure, a decision that could cause issues for European-listed ETFs.

The potential move to T+1 settlement is currently the biggest structural challenge facing European ETFs and has created much uncertainty among market participants.

Following the European Securities and Markets Authority’s (ESMA) call for evidence, this webinar will analyse how a move to T+1 could disrupt European markets and what impact it could have on ETFs in particular.

Key questions:
• Will Europe follow the US in switching to T+1?
• What are the specific risks of moving to T+1 in Europe?
• What impact will the migration have on European ETFs?

ETF Investigations: The Challenges Of T+1 Settlement In Europe

Fixed income looks set to play a crucial role within multi-asset portfolios in 2024 as investors attempt to navigate a potential recession on the one hand and the risk of higher interest rates for longer on the other.

In a recent survey of 66 professional investors across Europe conducted by ETF Stream and J.P. Morgan Asset Management, 68% of respondents highlighted a recession as the biggest risk to portfolios while 83% stated 2024 will be the year of fixed income.

This webinar will assess the outlook for markets in 2024, the importance of asset allocation within fixed income and the rising demand for active ETFs.

Speakers:
-Travis Spence, Head of EMEA ETF Distribution, J.P. Morgan Asset Management

What is the outlook for bond markets in 2024?

Thematic strategies are attracting greater interest as investors look to incorporate the megatrends reshaping our lives and economies. While selecting the right strategy can be challenging in such a crowded market, it may be helpful to consider index design given its impact on the performance of index-based thematic strategies and ETFs. 

This webinar explored the boom in thematics and topics including:
• Why many investors are turning to transparent, rules-based index-based thematic solutions 
• How thematic strategies may contribute to increased diversification
• How index design can affect thematic strategy exposure and performance
• Why striking the right balance between broader market and thematic exposures is key to preparing for the years ahead

Speakers:
- Omar Moufti, Thematics and Sectors Product Specialist, iShares, BlackRock
- Ari Rajendra, Head of Thematic Indices, S&P Dow Jones Indices
- Olivier Souliac, Team Lead Product Specialists Xtrackers, DWS

Thematics: Differentiating In A Crowded Market

The clean energy transition coupled with disruptions to energy relationships has fuelled a global power shift, reigniting interest in nuclear power.

This has accelerated the adoption of electric vehicles (EVs) and the deployment of renewable energy, making uranium, lithium, copper and other high-demand, short-supply critical minerals all the more crucial.

This webinar on uranium and battery metals will explore the investment opportunities being driven by national energy transition and security goals.

This includes:
• Global commitments to clean energy, the impact of the US Inflation Reduction Act and Europe’s Green Deal 
• The nuclear industry’s global renaissance in clean energy generation and the uranium supplies needed for new and planned reactors 
• The proliferation of electric vehicles (EVs) and how automakers and producing countries are securing future supplies of lithium for their batteries
• How to take a fresh look at the energy sector allocations in portfolios 
• An overview of the Sprott Energy Transition ETFs

Speaker:
-John Ciampaglia, CEO and Senior Managing Director, Sprott Asset Management

The Great Power Shift: Uranium, Battery Metals And The Energy Transition

After months of negotiations, the European Council and Parliament have reached an agreement to establish a consolidated tape for equities and ETFs.

The lack of a consolidated tape has been branded a barrier to ETF growth in Europe and a hurdle to the Capital Markets Union, with investors unable to see the true liquidity picture of products.

This webinar explored key details of the agreement, such as the inclusion of live pre-trade data, the lack of venue attribution and the potential impact a consolidated tape will have for investors across Europe.

Key questions:
• What are the key takeaways from the agreement?
• Will the EU’s consolidated tape be successful in driving flows into UCITS funds?
• What impact will a consolidated tape have on the ETF market?

Speakers:
• Susan Yavari, Senior Regulatory Policy Adviser, EFAMA
• Rosa Armesto, Deputy Director General, Federation of European Securities Exchanges
• Brian Higgins, Partner, Dillon Eustace


ETF Investigations is a webinar series from ETF Stream which examines the key issues facing ETF investors in Europe.

ETF Investigations: Consolidated tape arrives in Europe

Investors face one of the toughest market environments in decades amid structurally higher inflation and the prospect of a global recession towards the end of the year.

Amid heightened market volatility, gold continues to play a protection role against inflation and a potential black swan event.

This webinar explored the outlook for gold over the next 12 months, how gold performs towards the end of a market cycle and the role of gold ETCs – and gold equity ETFs – within multi-asset portfolios.

Speakers:
Steve Jones, Business Development Manager, The Royal Mint
Eric Strand, Founder, AuAg Funds

Gold ETFs: Hunting for protection against market volatility

The number of white-label ETF issuers in Europe has boomed over the past 12 months as structural issues such as post-Brexit barriers to entry and the growing interest of US-based ETF issuers in the European market tempt new players into the space.

The likes of Goldman Sachs, Waystone and Leverage Shares have all joined HANetf in launching white-label solutions for potential ETF issuers.

This webinar assessed why there has been such rapid growth in this market, how white-label providers can support an ETF issuer’s entry into Europe and how product innovation will develop over the next few years.

Key questions:
• How do white-label ETF issuers differentiate from the competition?
• What unintended opportunities have arisen from Brexit?
• How is the European ETF market set to develop over the next five years?

ETF Investigations is a new webinar series from ETF Stream which examines the key issues facing ETF investors in Europe.

Speakers:
Peter Capper, Senior Adviser, International Fund Regulation, The Investment Association
Stephen Carson, Partner, A&L Goodbody
Jason Griffin, Director of Business Development and Capital Markets, HANetf

ETF Investigations: The rise of white-label ETF issuers in Europe

Get all the insights on Europe’s largest ETF conference! ETF Ecosystem Unwrapped 2023, which is set to take place on 24-25 May in London, is the event to attend for participants of the European ETF market.

Boasting a fantastic line-up of speakers, this event is exclusively aimed at professional investors (Day 1) and the wider ETF ecosystem (Day 2) where we will dive into the most important themes shaping the outlook for markets and the ETF industry.

During this webinar, ETF Stream’s editor Tom Eckett previewed all aspects of the conference and reveal the topics he is most excited about.

Speakers:
Monika Calay, Head of EMEA Passive Strategies Research, Morningstar
Tom Eckett, Editor, ETF Stream

Road to ETF Ecosystem Unwrapped 2023

Fed chair Jerome Powell has kept markets on their toes in recent months after delivering a series of hawkish warnings that interest rates will stay higher for longer.

The phrase ‘do not fight the Fed’ seems to be as old as time but there are big concerns the central bank could tighten monetary policy too quickly and tip the US into a recession.

This webinar will assess the outlook for markets over the next 6-12 months, the role of fixed income within portfolios and whether there are any opportunities investors can take advantage of.

Speakers:
Mike Coop, Chief Investment Officer, Morningstar Investment Management, EMEA
Karl Rogers, Chief Investment Officer, Elkstone Private

All eyes on the Fed: Where do markets go from here?

ETF investors are suffering significant trading costs when executing on request-for-quote (RFQ) due to pre-hedging, a process where market makers front run orders to capture the performance on known trades.

The European Securities and Markets Authority (ESMA) issued a ‘call for evidence’ last July on the practice of pre-hedging, highlighting concerns the regulator has over the practice.

This webinar explored the impact pre-hedging is having on end investors and the wider ETF ecosystem when trading on RFQ platforms and whether regulatory intervention is needed to address this issue.

Key questions:
• Is pre-hedging on RFQ platforms a form of frontrunning?
• Is there anything that can be done to protect ETF investors?
• Are there any unintended consequences if regulators step in?

ETF Investigations is a new webinar series from ETF Stream which examines the key issues facing ETF investors in Europe.

Speakers:
Jamie Hartley, European Head of Capital Markets, DWS
John Keogh, Managing Director, Susquehanna International Securities
Alex Livingstone, Head of Trading - FX & ETFs, Titan Asset Management

ETF Investigations: Pre-hedging or frontrunning: Are ETF investors losing out?

Investors and the wider asset management industry are still adjusting to the challenges posed by ‘level 2’ of the Sustainable Finance Disclosures Regulation (SFDR) which requires fund providers to report on the sustainable impact of their investments.

The lack of clarity over what constitutes an Article 6, 8 or 9 product has led to a large number of downgrades as ETF issuers race to recategorise their strategies in order to avoid accusations of greenwashing by investors and the regulator.

This webinar explored why SFDR has become such a challenge for the ETF industry, the issues of reporting from a data perspective and what this means for the ESG space in Europe going forward.

Key questions:
• Is SFDR leading to further greenwashing across asset management?
• Should investors use SFDR as a tool to measure the sustainability of an ETF?
• Are there any unintended consequences investors need to be aware of?

ETF Investigations is a new webinar series from ETF Stream which examines the key issues facing ETF investors in Europe.

Speakers:
Hortense Bioy, Global Head of Sustainability Research, Morningstar
Sergey Dolomanov, Partner, William Fry
Manuela Sperandeo, Managing Director, EMEA Head of Sustainable Indexing, BlackRock

ETF Investigations: Demystifying SFDR and its impact on ETFs

After one of the toughest years for markets since the Global Financial Crisis in 2008, investors are now preparing portfolios for another year of rising interest rates, high inflation and weaker returns versus the past decade.

In a recent survey of 59 professional investors, ETF Stream and J.P. Morgan Asset Management found 85% of respondents believe 2023 will be a year of volatility while 61% are predicting a recession.

However, there are certainly bright spots investors will be able to take advantage of over the next 12 months. This webinar explored where these might be, the role of active ETFs within portfolios and the outlook for financial markets in 2023.

Speakers:
Edward Malcolm, UK Head of ETF Distribution, J.P. Morgan Asset Management
Karen Ward, Chief Market Strategist for EMEA, J.P. Morgan Asset Management

Moderator:
Tom Eckett, Editor, ETF Stream

Actives Unlocked: What is the outlook for markets in 2023?

Nuclear has a vital role to play in the transition to a net-zero economy which is why it has recently been included in the European Union’s Taxonomy of sustainable activities, a move that is set to be a huge boon for the uranium sector. 
 
The EU’s decision to include nuclear has not come without pushback from certain governments and industry bodies, however, its importance to the clean energy mix cannot be denied. 
 
This webinar explored the relationship between nuclear and ESG, the different companies within the sector and why investing in uranium ETFs is a once-in-a-decade opportunity.

Speakers:
John Ciampaglia, CEO, Sprott Asset Management
Tom Bailey, Head of Research, HANetf

Moderator:
Jamie Gordon, Reporter, ETF Stream

Nuclear, ESG and uranium ETFs: A once-in-a-decade opportunity

Innovation in order to meet the goals of the Paris Agreement and aid in the transition to net-zero has never been more vital.
 
In areas such as clean energy and the electric grid as well as agriculture, construction and transportation, companies are developing new solutions to tackle the ongoing fight against climate change.
 
This webinar explored the power of active investing through the ETF wrapper, the role of artificial intelligence in identifying the companies set to have the biggest effect on climate change and how the market is set to develop over the next decade.

Speakers:
Hanna Bach-Nielsen, Asset Management Solutions - Investment Specialist, J.P. Morgan Asset Management 
Amara Lalemi-Jacobs, Sustainable Investing Analyst, J.P. Morgan Asset Management
Alfred Le Leon, Head of ETF Distribution France, J.P. Morgan Asset Management

Moderator:
Tom Eckett, Editor, ETF Stream

Actively capturing climate innovation

This year has been a tough one for most risk assets and cryptocurrencies have not been immune. As the crypto winter descended, the market cap of digital assets fell below $1trn for the first time since April 2021.

However, cryptocurrencies have continued to see new milestones and growing acceptance, especially from institutional investors, while ether – the world’s second cryptocurrency – recently carried out the ‘merge’, one of the most significant events for the market so far.

This webinar broke down the most recent developments taking place within the crypto industry and how these impact exchange-traded products (ETPs) while analysing whether the crypto winter is over.

Speakers:
Tom Bailey, Head of Research, HANetf
Torsten Dueing, Head of ETC Platforms, HANetf
Bradley Duke, Founder and Co-CEO, ETC Group
John Freyermuth, Research Analyst and Strategist, Enigma Securities

Moderator:
Jamie Gordon, Reporter, ETF Stream

Is the crypto winter over?

The European Union’s benchmark regulation (EU BMR) sets out the guidelines for Climate Transition and Paris-Aligned indices to enable investors to more easily invest toward the transition to a low carbon economy. While there are numerous climate ETFs offering exposure to equities, there is still a dearth of fixed income strategies linked to the EU’s two climate benchmark standards. Investors are looking for ways to gain passive exposure to broad fixed income indices aligned with the climate goals expressed in the Paris Agreement. 

This webinar explored: 
• Why the bond market cannot be ignored in the shift to net-zero emissions
• The importance of benchmarking against a carbon reduction index
• The specific challenges and opportunities of fixed income indexing and how the market is set to develop over the next five years
• ICE’s recently launched corporate bond climate indices

Speakers:
Rebecca Palmer, Director, Sustainable Finance Data, ICE
Alberto Ruiz Sena, Director, Product Management, ICE
Mark Geene, Senior Investment Consultant, PGGM Institutional Business – Fiduciary Advice
Tom Eckett, Editor, ETF Stream

Climate indices: The new frontier in fixed income benchmarks

The European ETF market continues to develop at a rapid pace. From regulatory changes to new product launches, this is an ecosystem that has matured significantly since the first ETF was launched in 2000.

The return of fixed income, best ETF execution practices and the latest regulatory developments including SFDR, pre-hedging and T+1 settlement were some of the key trends in 2023.

This webinar looked back at the past 12 months and analyse the most important developments that have taken place across the ecosystem as well as have one eye on the outlook for ETFs in 2024.

Key questions:
• What are the ETF market’s key takeaways from 2023?
• What impact have regulatory changes had on the market?
• What is the outlook for ETFs in 2024?

ETF Investigations: The European ETF market’s biggest trends in 2023

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ETF Investigations: The European ETF market’s biggest trends in 2023

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