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Invesco PowerShares & Source come together

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Invesco PowerShares & Source

Invesco expands its ability to meet client needs in EMEA and globally by completing its acquisition of Source, a leading independent provider of ETFs . Invesco PowerShares & Source come together

Invesco Ltd. (NYSE: IVZ) announced today that it has completed its acquisition of Source, a leading independent specialist provider of exchange-traded funds (ETFs) with approximately $18 billion of Source-managed assets, plus approximately $8 billion of externally managed assets under management.

The acquisition brings additional talent and a broad array of ETFs that further expand the depth and breadth of Invesco’s active, passive and alternative capabilities and expertise, enhancing the firm’s ability to help clients achieve their investment objectives.

Invesco expands its ability to meet client needs in EMEA and globally by completing its acquisition of Source

The acquisition strengthens Invesco’s ability to meet the needs of institutional and retail clients in EMEA with the addition of dedicated, on-the-ground ETF specialists spanning sales, marketing, capital markets, and product management and development. The combination further expands Invesco’s presence in EMEA while providing additional scale and relevance in the growing ETF market globally.

“Since our announcement earlier this year, we’ve delivered strong investment performance to our clients and strengthened our business momentum while working toward a successful close of the transaction,” said Martin L. Flanagan, president and CEO of Invesco. “The addition of Source’s specialist expertise and product innovation to Invesco’s strong and diversified range of investment capabilities will further enhance our ability to meet the investment needs and outcomes our clients seek.” 

“We’re pleased that Mike Paul, who previously served as executive chairman for Source, will assume a new role in Invesco leading our ETF activities in EMEA,” said Andrew Schlossberg, senior managing director and head of EMEA for Invesco. “The addition of Mike and the tremendous talent of Source complements our market-leading PowerShares capability and creates a highly competitive ETF business in the European market. Our focus now is on taking care of clients, further strengthening performance and growing the business from day one of the combination.” 

About Invesco Ltd. 

Invesco is an independent investment management firm dedicated to delivering an investment experience that helps people get more out of life. NYSE: IVZ; www.invesco.com. 

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WEL8 ETF är en satsning på globala finansföretag

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Amundi S&P Global Financials ESG UCITS ETF DR EUR (D) (WEL8 ETF) med ISIN IE000ENYES77, försöker följa S&P Developed Ex-Korea LargeMidCap Sustainability Enhanced Financials-index. S&P Developed Ex-Korea LargeMidCap Sustainability Enhanced Financials-index spårar stora och medelstora företag från finanssektorn. Aktierna som ingår filtreras enligt ESG-kriterier (miljö, social och bolagsstyrning).

Amundi S&P Global Financials ESG UCITS ETF DR EUR (D) (WEL8 ETF) med ISIN IE000ENYES77, försöker följa S&P Developed Ex-Korea LargeMidCap Sustainability Enhanced Financials-index. S&P Developed Ex-Korea LargeMidCap Sustainability Enhanced Financials-index spårar stora och medelstora företag från finanssektorn. Aktierna som ingår filtreras enligt ESG-kriterier (miljö, social och bolagsstyrning).

Den börshandlade fondens TER (total cost ratio) uppgår till 0,18 % p.a. Amundi S&P Global Financials ESG UCITS ETF DR EUR (D) är den billigaste ETF som följer S&P Developed Ex-Korea LargeMidCap Sustainability Enhanced Financials index. ETFen replikerar det underliggande indexets prestanda genom fullständig replikering (köper alla indexbeståndsdelar). Utdelningarna i ETFen delas ut till investerarna (Årligen).

Amundi S&P Global Financials ESG UCITS ETF DR EUR (D) är en mycket liten ETF med tillgångar på 2 miljoner euro under förvaltning. ETFen lanserades den 20 september 2022 och har sin hemvist i Irland.

Investeringsmål

AMUNDI S&P GLOBAL FINANCIALS ESG UCITS ETF DR – EUR (D) försöker replikera, så nära som möjligt, resultatet av S&P Developed Ex-Korea LargeMidCap Sustainability Enhanced Financials Index (Netto Total return index). Denna ETF har exponering mot stora och medelstora företag i utvecklade länder. Den innehåller uteslutningskriterier för tobak, kontroversiella vapen, civila och militära handeldvapen, termiskt kol, olja och gas (inkl. Arctic Oil & Gas), oljesand, skiffergas. Den är också utformad för att välja ut och omvikta företag för att tillsammans förbättra hållbarhet och ESG-profiler, uppfylla miljömål och minska koldioxidavtrycket.

Handla WEL8 ETF

Amundi S&P Global Financials ESG UCITS ETF DR EUR (D) (WEL8 ETF) är en europeisk börshandlad fond. Denna fond handlas på flera olika börser, till exempel Deutsche Boerse Xetra.

Det betyder att det går att handla andelar i denna ETF genom de flesta svenska banker och Internetmäklare, till exempel DEGIRONordnet, Aktieinvest och Avanza.

Börsnoteringar

BörsValutaKortnamn
gettexEURWELY
XETRAUSDWEL8
XETRAEURWELY

Största innehav

Denna fond använder fysisk replikering för att spåra indexets prestanda.

NamnValutaVikt %Sektor
JPMORGAN CHASE & COUSD6.31 %Finans
VISA INC-CLASS A SHARESUSD5.15 %Finans
MASTERCARD INC-CL AUSD4.41 %Finans
BANK OF AMERICA CORPUSD3.18 %Finans
COMMONWEALTH BANK OF AUSTRALIAAUD1.86 %Finans
S&P GLOBAL INCUSD1.85 %Finans
HSBC HLDGING PLC GBPGBP1.82 %Finans
ROYAL BANK OF CANADA CADCAD1.78 %Finans
MITSUBISHI UFJ FINANCIAL GROUPJPY1.61 %Finans
GOLDMAN SACHS GROUP INCUSD1.57 %Finans

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Tariffs spark turmoil: BTC holds its ground

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President Trump announced a highly aggressive tariff package—one with broad macroeconomic implications—and global markets reacted sharply. In this environment of heightened volatility, we urge investors to maintain perspective, just as they should when prices are volatile to the upside (e.g., last year’s post-election rally).

President Trump announced a highly aggressive tariff package—one with broad macroeconomic implications—and global markets reacted sharply. In this environment of heightened volatility, we urge investors to maintain perspective, just as they should when prices are volatile to the upside (e.g., last year’s post-election rally).

Notably, since the election, bitcoin and the Nasdaq Crypto Index have outperformed gold, the S&P 500, and Nasdaq 100. Even in the wake of the tariffs, only gold has outpaced bitcoin and the NCI—highlighting the relative strength of digital assets amid global market declines.

Market Highlights

Stablecoin legislation advances in US

The House Financial Services Committee voted to advance a monumental bill to regulate stablecoins, the STABLE Act, following the Senate Banking Committee approval of similar legislation earlier this year.

President Trump has said he wants stablecoin legislation approved by Congress before its August recess, reinforcing the new administration’s focus on establishing clear crypto regulation.

Tokenized fund sets dividend benchmark

BlackRock’s BUIDL paid an estimated $4.17 million in monthly dividends during March.

This highlights the potential of crypto to create attractive investment instruments, such as tokenized funds, which stood out this month paying massive dividends and setting a new benchmark for the class.

SEC chair orders review of crypto guidance

Acting SEC Chair Mark T. Uyeda ordered a review of past staff guidance on crypto, including risk warnings and interpretations of the Howey test.

This move, like others before, signals a broader shift toward a more open regulatory approach, potentially strengthening the presence of bitcoin and other digital assets in the US in the near future.

Market Metrics

The NCITM constituents had another negative week, with only XRP (-7.0%) and BTC (-3.8%) avoiding double-digit losses. The overall NCITM decline of -5.2% was cushioned by BTC’s relative resilience, as it performed better as a store-of-value asset. However, the drop still reflects a broader risk-off sentiment across all markets, driven by Trump’s tariff policies and growing macroeconomic uncertainties that are prompting investors to reassess their positions.

This week, the NCITM fell -5.3%, narrowing the gap with traditional indices such as the Nasdaq 100 (-9.8%) and S&P 500 (-9.1%) which experienced sharper losses following Trump’s tariff announcements. BTC (-3.8%) performed similarly to gold (-3.3%), though gold remains the top-performing asset class year-to-date. The week reinforced the risk-off sentiment, with investors broadly retreating from risk assets. Still, it also highlighted crypto’s growing relevance, as the most volatile asset class managed to outperform traditional markets in a stressed environment.

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JMES ETF en aktivt förvaltad fond från JPMorgan

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JPMorgan Global Emerging Markets Research Enhanced Index Equity SRI Paris Aligned Active UCITS ETF USD (acc) (JMES ETF) med ISIN IE000ANHU3J3, är en aktivt förvaltad börshandlad fond.

JPMorgan Global Emerging Markets Research Enhanced Index Equity SRI Paris Aligned Active UCITS ETF USD (acc) (JMES ETF) med ISIN IE000ANHU3J3, är en aktivt förvaltad börshandlad fond.

JP Morgan Global Emerging Markets Research Enhanced Index Equity SRI Paris Aligned Active Strategy investerar i företag från tillväxtmarknader. ETF strävar efter att generera en högre avkastning än MSCI Emerging Markets SRI EU PAB Overlay ESG Custom-index. Aktierna som ingår filtreras enligt ESG-kriterier (miljö, social och bolagsstyrning). Dessutom beaktas EUs direktiv om klimatskydd.

Den börshandlade fondens TER (total cost ratio) uppgår till 0,30 % p.a. Utdelningarna i ETF:n ackumuleras och återinvesteras.

JPMorgan Global Emerging Markets Research Enhanced Index Equity SRI Paris Aligned Active UCITS ETF USD (acc) är en mycket liten ETF med tillgångar på 2 miljoner euro under förvaltning. Denna ETF lanserades den 5 mars 2025 och har sin hemvist i Irland.

Investeringsmål

Delfondens mål är att uppnå en långsiktig avkastning som överstiger MSCI Emerging Markets SRI EU PAB Overlay ESG Custom Index* (”riktmärket”) genom att aktivt investera i huvudsak i en portfölj av tillväxtmarknadsföretag, samtidigt som målen i Parisavtalet är i linje.

Handla JMES ETF

JPMorgan Global Emerging Markets Research Enhanced Index Equity SRI Paris Aligned Active UCITS ETF USD (acc) (JMES ETF)

Det betyder att det går att handla andelar i denna ETF genom de flesta svenska banker och Internetmäklare, till exempel  Nordnet, SAVR, DEGIRO och Avanza.

Börsnoteringar

BörsValutaKortnamn
gettexEURJMES
Borsa ItalianaEURJSEM
London Stock ExchangeGBXJSME
London Stock ExchangeUSDJSEM
SIX Swiss ExchangeUSDJSEM
XETRAEURJMES

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