From CLOs to defence: exploring Invesco’s ETF range In today’s episode of ETF Intelligence, we interview Invesco’s Matt Tagliani, exploring its ETF range with a particular focus on collateralised loan obligations (CLOs). What are they, how do they work, and what could they offer investors seeking income? We examine the opportunities and risks, and where […]

Electrification: where is the opportunity beyond the AI boom? In today’s episode of ETF Intelligence, we will interview DWS’s Michael Lewis and Haneen Sakhi, exploring the investment case for electrification. From AI and data centres to transport, heating and industry, we examine what could drive electricity demand – and where the opportunities lie across power […]

Active ETFs: the story two-thirds of the way through 2026 In this week’s ETF show, we drill into the year’s winners and laggards—and what is driving the differences. ARK’s genomics ETF has jumped 27% in a month, taking its annual gain towards 100%, while emerging-market ETFs from JPMorgan, Fidelity and Avantis have outpaced their global […]

The space economy is attracting growing investor interest as a new generation of listed companies emerges alongside established aerospace businesses. In this week’s ETF Intelligence, we look at Seraphim Space’s new ETF, which aims to offer a more targeted way of investing in the “new space” economy. We explore how it differs from existing space […]

Can AI really pick stocks better than humans? Artificial intelligence is increasingly finding its way into fund management, with asset managers using machine learning and other tools to analyse markets, assess companies and help build portfolios. The latest example is LAIQON, which has launched a European equity ETF that uses AI as part of its […]

Passive investing won. So why are active managers now embracing ETFs? For years, ETFs were closely associated with passive investing, while traditional fund managers built their businesses around actively managed mutual funds. But that distinction is starting to break down, as some of the biggest names in banking and asset management increasingly launch ETFs of […]

How does a covered call ETF work? This week on the QuotedData ETF Intelligence show, James Carthew joins as guest host alongside Gavin Lumsden to discuss the latest developments in the ETF market. The episode looks at PIMCO’s StockPLUS strategy, which combines S&P 500 exposure with an actively managed bond portfolio, and examines Amundi’s decision […]

Why can the same ETF have so many different tickers? When investors search for an ETF, they may find several versions of what appears to be the same fund, each with a different ticker, trading currency or price. This week, Gavin will cover the top stories from the ETF world and David will explain why […]

Explain That Fund: Does your ETF actually own the index? When investors buy an ETF tracking an index, they may assume the fund simply owns every company or bond in that benchmark. In practice, that is not always the case. This week, David looks at the different methods ETFs use to deliver index returns. A […]

When an ETF chooses the theme for you In this episode, Gavin will cover the news in the ETFs world and David will look at thematic rotation ETFs – funds that do not just invest in one theme, but try to decide which themes investors should own at different points in time. This week’s section […]

In this episode, Gavin will cover the news in the world of ETFs and David will look at what can happen when a thematic ETF does not attract enough investor money, and why a good story is not always enough to keep a fund alive. This week’s section explores the less talked-about side of thematic […]

In this episode, David will look at what can happen when an ETF attracts a lot of money very quickly and why popularity is not always the same as safety. This week’s section explores the difference between large ETFs that track deep, liquid markets and specialist ETFs that invest in narrower themes or less liquid […]

Thematic ETFs explained: what are investors really buying into? In this episode, David will break down what thematic ETFs are, how they differ from active ETFs, and why they are becoming an increasingly important part of the ETF market. From artificial intelligence and defence to clean energy and space technology, thematic ETFs allow investors to […]

In this episode, David looks at healthcare – a sector often seen as defensive, but increasingly shaped by some of the biggest innovation themes in global markets. From ageing populations and rising demand for treatment to obesity drugs, oncology, gene therapy, diagnostics and AI-assisted drug discovery, healthcare has moved well beyond the traditional “safe haven” […]

In this episode, David looks at one of the most talked-about areas of the European market: defence. With NATO spending commitments rising, Donald Trump putting fresh pressure on Europe to fund more of its own security and geopolitical tensions from Ukraine to Iran keeping defence in focus, the sector has moved rapidly from niche theme […]

Germany’s active ETF boom: How has Germany become Europe’s active ETF blueprint? In this episode, David looks at why active ETFs have taken off so strongly in Germany, exploring the market’s growth, the role of ETF savings plans and why the country has become such an important launchpad for active ETF providers. Germany has become […]

Active vs Passive ETFs: what are investors really paying for? In this episode, we break down the true cost of investing, comparing active and passive ETF strategies. We explore fees, performance expectations, and where investors may (or may not) be getting value. Whether you’re building a portfolio or refining your strategy, this is essential viewing […]

Welcome to ETF Intelligence by QuotedData – your weekly deep dive into the Active ETF market. In this episode, David Batchelor and Gavin Lumsden break down the biggest stories shaping the week, from key market developments to trends investors should be watching. Tune in here. We’re also joined by special guest Andrew McHattie, who sits […]

Watch us live as David Batchelor & Gavin Lumsden walk through the weekly news in the ETF world. This week, we’re diving into the latest ETF news. In our “Explain That Fund” segment, David will take a deep dive into active bond ETFs and whether these are the next big ETF opportunity. Tune in for […]

In the news today we covered the 2026 outlook report recently published by State Street, and then the new Saudi Arabia active equity ETF that has been seeded by the country’s Public Investment Fund. In our “Explain That Fund” segment, David took us through the rise of non- US equity investing and the role of […]

This week, David Batechelor & Gavin Lumsden walked us through the weekly news in the ETF world. This week, we’re diving into the latest ETF news, including some interesting market flows from March and what they signal for investors. In our “Explain That Fund” segment, we tackled a big question: are active ETFs making fund […]

This week, David Batechelor & Gavin Lumsden walked through the weekly news in the ETF world. This week, we’re covering some major developments in the ETF space, including the launch of Sirius Absolute Return, the first active ETF with a performance fee, and Pictet’s new AI-powered active ETFs pushing innovation even further. In our “Explain […]

On 25 March, David Batechelor & Gavin Lumsden walked through the weekly news in the ETF world – register here. You can join our livestream here for future weekly shows. Make sure you subscribe to our YouTube channel and click the notification button so that you are alerted to all our future weekly live shows.

On 1 April, David Batechelor & Gavin Lumsden walked through the weekly news in the ETF world – register here. You can join our livestream here for future weekly shows. Make sure you subscribe to our YouTube channel and click the notification button so that you are alerted to all our future weekly live shows.

The next stage in QuotedData’s evolving coverage of the active ETF market begins on Wednesday, 18 March, with the launch of our new weekly live show. Each week, Gavin Lumsden and David Batchelor will explore the latest developments in the market, aiming to make what can often feel like an impenetrable world of acronyms and […]