Invesco

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IVZ

Forecast: ETFs are expected to reach USD 35 trillion in assets worldwide by 2035

Hi folks.

ETFs, which currently manage USD 13 trillion in assets, are expected to grow to USD 35 trillion by 2035, a three-fold increase. This forecast is based on a compound annual growth rate (CAGR) of 10%, which seems quite modest compared to the last decade's 17% and the previous decade's 25%. Nevertheless, the more moderate growth is considered likely as market returns may be less impressive in the future.

The advantages of ETFs, such as low costs, liquidity during the trading day, tax efficiency and flexibility, will continue to attract investors and traders. This will lead to an increase in new products, innovative designs and more sales strategies. Long-term structural changes overseas also favor ETFs, while various mutual fund share classes in the US will encourage further inflows of capital.

Direct indexing, which has been seen as a threat by some, appears to be less of an issue, while tokenization may have a future role to play, but not in the foreseeable future. In fact, tokenization could even benefit ETFs.

These developments suggest that ETFs will continue to play a dominant role in global financial markets and grow significantly. Companies such as $BLK (+0.66%) Vanguard, $IVZ (+3.12%) or $AMUN (+2.38%) will benefit significantly from this trend. The question here will be which company can take the biggest slice of the pie. My secret tip here would be $BLK (+0.66%) 😉.

Chart via: @thetrinianalyst (X)

Post idea: Eric Balchunas (LinkedIn)

$VWRL (+1.32%) and $VWCE (+1.33%) are doomed 👍

They will sink into insignificance and disappear from the scene sooner rather than later. Getquin will have to look for new favorites. And it won't $UKW (+0.3%) .

At least if the opinion of Invesco ( $IVZ (+3.12%) ) goes. Invesco published namely another ETF on the FTSE All World, which beats the counterpart of Vanguard by 0.07% with a TER of 0.15%. With a beginner's deposit of a paltry €1,000,000, that's still €700 per year! Enough for a coffee at $SBUX (+0.07%) in Munich. Welcome $FTWG (+1.3%) 🍕

And what does the community do? Quickly sell everything, buy new and pay lots of taxes? Nothing at all, except ponder every night whether to switch? Switch the savings plan to Invesco and endure an ugly duplication in the portfolio? Or just keep leveraging the money? Tell me in the comments!

Source:

https://www.invesco.com/de/de/invesco-ftse-all-world-ucits-etf.html

Probably the best-known listed asset manager in the world is Blackrock. The company has great key figures and is in my portfolio. Unfortunately, however, the valuation is currently a bit high. With a P/E ratio of 23, the stock is trading well above its 15-year average of 19.

But even apart from Blackrock, there are some interesting investment opportunities from the asset manager sector. Besides State Street, one of them is Invesco. The original company was founded back in 1935. Today, the company employs about 7,000 people in 25 countries. Assets under management currently stand at $1.5 trillion, which is an increase of more than 25% over the previous year.

Invesco is particularly active in China. The asset management industry there currently has about $3.5 trillion in assets under management. This is expected to rise to over $6 trillion by 2025.

Invesco is dutifully smaller compared to Blackrock. Its market capitalization is about $10.5 billion (compare Blackrock: $136 billion). The expected P/E ratio for 2022 is about 7, and the current dividend yield is over 3%.

I will watch the stock more closely in the future and possibly take an initial position.

𝗠𝗮𝗿𝗸𝗲𝘁 𝗡𝗲𝘄𝘀 🗞️

𝗗𝗶𝗴𝗶𝘁𝗮𝗹𝗲𝗿 𝗜𝗣𝗢 / 𝗚𝗲𝗻𝗲𝗿𝗮𝗹 𝗘𝗹𝗲𝗰𝘁𝗿𝗶𝗰𝘀 𝘁𝗲𝗶𝗹𝘁 𝘀𝗶𝗰𝗵 / 𝗧𝗵𝗲 𝗠𝘂𝘀𝗸 𝗯𝗿𝗼𝘁𝗵𝗲𝗿𝘀 / 𝗜𝗡𝗚 𝘂𝗻𝗱 𝗞𝗿𝘆𝗽𝘁𝗼

𝗜𝗣𝗢𝘀 🔔

CI&T - The price of CI&T's initial public offering has been announced. Shares are expected to begin trading on the New York Stock Exchange under "CINT" on November 10, 2021. A total of 13,043,478 shares of common stock will be offered at $15 per share. CI&T is a global digital specialist and end-to-end digital transformation partner for over 50 large enterprises. It also has a global presence in 8 countries.

𝗘𝘅-𝗗𝗮𝘁𝗲𝘀 📅

As of today, among others, Alliance Data ($LID (+0.87%)), A10 Networks ($8A0 (+0.89%)), BP ($BPE5 (+1.12%)), Crown Holdings ($CWN (+0.99%)), Corteva ($2X0 (+1.64%)), Calavo Growers ($CVGW), Emerson Electric Company ($EMR (+1.58%)), Comfort Systems USA ($9CF (+6.33%)), Honeywell International ($ALD (+0.31%)), Invesco ($3IW (+3.12%)), MSCI ($3HM (+0.28%)), Materion ($BEM (+3.65%)), Royal Dutch Shell ($R6C), The J.M. Smucker Company ($JM2 (-1.36%)), Bio-Techne ($TE1 (+4.73%)), Visa Inc. ($3V64 (-1.68%)) and Essential Utilities ($A2A (-1.41%)) traded ex-dividend.

𝗤𝘂𝗮𝗿𝘁𝗮𝗹𝘀𝘇𝗮𝗵𝗹𝗲𝗻 📈

Today, among others, Adidas ($ADS (+1.79%)), Allianz SE ($ALV (+0.8%)), Alstom ($AOMD (+2.2%)), Asahi Beer ($ABW (+0.36%)), Casio ($CAC1 (+0.27%)), Continental AG ($CON (+0.33%)), Deutz AG ($DEZ (+2.13%)), E.ON ($EOAN (-2.35%)), Heidelberger Druckmaschinen ($HDD (+2.32%)), Hensoldt ($5UH (+2.08%)), Infineon ($IFX (+1.56%)), Jungheinrich ($JUN3 (+1.99%)), LEG Immobilien ($LEG (-1.1%)), Leoni AG ($LEO), Mazda ($MZA (+1.49%)), OHB ($OHB (-0.66%)), OSRAM ($OSR), Siemens Energy ($ENR (+2.04%)), SMA Solar Technology ($S92 (-5.3%)), Synlab ($SYAB (-0.91%)), Tencent ($NNND (+2.68%)) and Walt Disney ($WDP (-0.71%)) presented their figures.

𝗠𝗮𝗿𝗸𝗲𝘁𝘀 🏛️

General Electrics ($GCP (+0.91%)) - One of the largest companies in the United States announced it would split into three publicly traded individual companies. These companies will then focus on the "Aviation", "Health Care" and "Energy" industries. Wall Street analysts are in favor of the company's plan. This could enable GE to escape from the astonishingly weak performance of the last two decades.

Tesla ($TL0 (+6.49%)) - Elon Musk's brother, Kimbal Musk (pictured right), sold Tesla shares shortly before his brother's Twitter poll. As previously reported, Elon Musk had a vote on the sale of ten percent of his Tesla shares via Twitter. The majority of his followers were in favor of a sale. As a result, the Tesla share price temporarily plummeted to just under 880 euros. Now Elon Musk could again find himself confronted with the U.S. supervisory authority SEC as a result of his market-moving tweets. In addition, publicly viewable SEC forms show that Kendal Musk, who is also a Tesla supervisory board member, apparently sold off his Tesla shares before the survey. He exercised an option to buy 25,000 Tesla shares at $74.17 apiece and sold them right back for prices between $1,223 and $1,236. Thus, he made a profit of $108.8 million. It remains unclear whether he knew about his brother's upcoming Twitter poll.

𝗖𝗿𝘆𝗽𝘁𝗼 💎

ING Group ($INN1 (+0.71%)) - ING's CIO, Annerie Vreugdenhil, announced at the Singapour FinTech Festival that the bank with the orange lion and the ad featuring Dirk Nowitzki is currently working on a DeFi (Decentralised Finance) P2P lending project. It is doing this in cooperation with the Dutch financial regulator AFM. The big bank's ambition to become part of the crypto world became known at the latest through the whitepaper they published in early 2021 about the ways in which banks can learn from what is happening in the crypto space. As a strong collaborative partner, ING cited Aave ($AAVE/EUR (+7.45%)) - a project that offers interest on over-collateralized crypto assets without the need for an intermediary.

Apple ($APC (+2.87%)) - The tech giant's CEO stated in the past day that he personally holds cryptocurrency, specifically Ethereum and Bitcoin. However, according to his statements, the Apple company does not currently plan to invest in cryptocurrencies.

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