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Key ETFs & Industry Trends to Watch in 2024
Jan 3, 2024
ETF analysts Todd Sohn, Aniket Ullal, and Lara Crigger discuss key ETFs for 2024. They cover Vanguard's potential surpassing of BlackRock, the growth of Bitcoin ETFs, and emerging markets like India. The episode also explores the benefits of mini IWV and DIA ETFs, the industrial sector as an investment, and currency hedging in international ETFs.
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Quick takeaways
- Investors are seeking ways to access emerging markets while reducing exposure to China, leading to a combination of EMX China ETFs, China-focused ETFs, and country-specific ETFs.
- The entry of Vanguard into the active bond ETF market is expected to increase the market share of these funds, driven by their income potential and as an alternative to money market funds.
Deep dives
Unbundling of Emerging Markets Exposure
Investors are exploring ways to access emerging markets without being heavily weighted towards China. This trend may lead to a combination of EMX China ETFs and China-focused ETFs, or the use of more targeted country-specific ETFs. An example of a fund addressing this is KEM, offering dynamic calibration of China exposure. The trend is influenced by concerns over China's underperformance and its geopolitical tensions with the US.
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Discover
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