This week sees the launch of a new series of interviews with the buyside of the ETF industry. Our first, somewhat controversial, outing is with Louis Gargour of LNG Capital, a fixed income hedge fund manager who worries that ETFs pose unappreciated financial risk. In his own column, Allan Lane, replies to his concerns defending ETFs, their liquidity and their transparency. Readers, feel free to join in this debate, which is one that is sure to run and run.
We also interview Joe Bello, the iShares UK Head of Asset Manager coverage who explains how he splits definite trends that he sees this year into three areas: diversification; downside protection and delivering alpha through new sources, principally factors and ESG.
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Managing Editor, ETFexpress