ETF Edge Newsletter

Your weekly update on top ETF trends

VIEW IN BROWSER | SUBSCRIBE FRI, JAN 08, 2021 YOUR WEEKLY UPDATE ON TOP ETF TRENDS A NOTE FROM BOB Don't miss ETF Edge on Monday, January 11.  We'll discuss the 2021 outlook for ETFs, ESG, international vs. domestic investing,  active managements vs. passive, and thematic investing with Anna Paglia, Head of Invesco ETFs, Todd Rosenbluth from CFRA, and Jay Jacobs from Global X Funds.   The usual round of predictions are being made, much of it around hot-topic areas like a rally in emerging markets, a resurgence of pot ETFs, another shot at a bitcoin ETF, and not surprisingly—whether Cathie Wood can continue her hot streak at ARK Invest, with some noting the rate of flows into the ARK ETFs is not sustainable if the portfolios remain as concentrated as they are now.     I know everyone loves solar, but could Hydrogen be the big clean energy play for 2021?   Thematic ETFs were one of the big trends in 2020, and it's continuing into 2021.  Everyone wants to follow Robotics, Cybersecurity, Social Media, Clean Energy, etc.  Global X has a good intro.     Flows into clean energy ETFs have been titantic.  Maybe too big. Solar (TAN) and Clean Energy (ICLN) at new highs.    The S&P 500 is getting dangerously top-heavy. The top 5 stocks account for roughly 42% of the growth part of the S&P market cap, highest in decades. The top 5 are about 25% of the overall market cap.     Need a good explainer on bitcoin, blockchain and how it all ties together? You won't do better than the one put together by my old friend Matt Hougan from Bitwise Investment. For more analysis and actionable insights, catch me live on Mondays at 1 PM ET on ETF Edge. Bob Pisani @BobPisani KEY STORIES  Watch now: ETF Edge on the year ahead in ETF investing and prospects for the bitcoin ETF Diversity, inequality metrics will see 'a lot of scrutiny' next year as ESG investing grows, MSCI says Diversity will be top of mind in 2021, and companies "should not really take their social license to operate for granted," says ESG researcher Linda-Eling Lee. Climate change will be a 'really big' focus for ESG investors in 2021, market analyst says Climate change will be one of the top trends to watch in the environmental, social and governance (ESG) investing sphere, says MSCI's Linda-Eling Lee.     IN CASE YOU MISSED IT Micron double upgraded at Citi from sell to buy The big get bigger: Top 5 ETFs take up nearly 30% of assets Climate change, diversity, income and infrastructure: Key ETF drivers for 2021   Unsubscribe Manage Newsletters Terms of Service Join the CNBC Panel Digital Products Feedback Privacy Policy   © 2021 CNBC LLC. All rights reserved. A property of NBCUniversal. 900 Sylvan Avenue, Englewood Cliffs, NJ 07632 Data is a real-time snapshot *Data is delayed at least 15 minutes. Global Business and Financial News, Stock Quotes and Market Data and Analysis. Data also provided by THOMSON REUTERS