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Keywords = thematic ETFs

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22 pages, 306 KB  
Article
The Importance of the Teacher–Researcher–Artist in Curriculum Design, Development and Assessment in Vocational Education in England
by Margaret (Maggie) Gregson
Educ. Sci. 2026, 16(1), 24; https://doi.org/10.3390/educsci16010024 - 24 Dec 2025
Viewed by 733
Abstract
Set in the vocational education and training sector in England, this article draws attention to how top-down, centre–periphery approaches to curriculum design and development in vocational education fail for at least three reasons. First, they misconstrue the nature of knowledge. Second, they lead [...] Read more.
Set in the vocational education and training sector in England, this article draws attention to how top-down, centre–periphery approaches to curriculum design and development in vocational education fail for at least three reasons. First, they misconstrue the nature of knowledge. Second, they lead to perfunctory and fragmented approaches to curriculum design, coupled with mechanistic measures of quality and achievement, which often require little more than “one-off” and superficially assessed demonstrations of performance. Finally, they underplay the role and importance of the teacher as researcher and artist in putting the cultural resources of society to work in creative curriculum design and pedagogy. Teacher artistry is pivotal in animating and heightening the vitality of vocational curricula. It is through this artistry that teachers make theories, ideas and concepts in vocational subjects and disciplines accessible and meaningful to all learners in coherent ways in the contexts of their learning and their lives. The consequences of the epistemic faux pas underpinning centre-to-periphery models of curriculum design and development are highlighted in this article in vocational tutors’ accounts of experiences of problems and issues in curriculum design, development and assessment encountered in their practice. Participants in the research teach in a variety of vocational education settings, including Apprenticeships and Higher-Level Technical Education; English Language at General Certificate of Secondary Education (GCSE) level; Health and Social Care; Information and Communications Technology; Construction (Plumbing); Digital Production, Design and Development and High-Tech Precision Engineering. Data are analysed and reported through systematic, thematic analysis This article draws upon qualitative data derived from a study funded by the Education and Training Foundation (ETF) in England over a two-year period from 2021 to 2023. The research population consists of a group of eight practitioner–researchers working in three colleges of Further Education (FE) and one Industry Training Centre (ITC) in England. All of the teachers of vocational education reported here volunteered to participate in the study. Research methods include semi-structured interviews, analysis of critical incidents and case studies produced by practitioner–researchers from across the FE and Skills sector in England. Full article
19 pages, 292 KB  
Article
Unpacking Alpha in Innovation-Driven ETFs: A Comparative Study of Artificial Intelligence and Blockchain Funds
by Davinder K. Malhotra
J. Risk Financial Manag. 2025, 18(12), 673; https://doi.org/10.3390/jrfm18120673 - 26 Nov 2025
Cited by 1 | Viewed by 3685
Abstract
This paper evaluates the performance and portfolio role of Artificial Intelligence (AI) and Blockchain exchange-traded funds (ETFs) based on monthly returns from 2010 to 2025. The findings show that both AI and Blockchain ETFs generate positive alpha and high standalone returns but also [...] Read more.
This paper evaluates the performance and portfolio role of Artificial Intelligence (AI) and Blockchain exchange-traded funds (ETFs) based on monthly returns from 2010 to 2025. The findings show that both AI and Blockchain ETFs generate positive alpha and high standalone returns but also display considerable drawdown risk. Their weak correlations with each other and with broad indices highlight diversification benefits, particularly when combined with U.S. benchmarks. Portfolio optimization reveals that Global Minimum Variance (GMV) and Tangency portfolios ascribe lower weights to these ETFs, while Risk Parity portfolios have a more balanced exposure, helping to diversify risks. Efficient frontier analysis highlights that the inclusion of AI and Blockchain ETFs improves the attainable risk–return profiles, even if they are not a dominant allocation. The findings stress that AI and Blockchain ETFs are suitable as satellite holdings. When applied judiciously, they offer the potential to improve diversification and risk-adjusted performance; however, concentrated bets subject investors to undue downside risks. Positioning portfolios around broad-based indices and overlaying modest thematic tilts emerges as a prudent approach to capturing innovation-driven upsides without compromising long-term portfolio resilience. Full article
(This article belongs to the Special Issue Investment Data Science with Generative AI)
24 pages, 3300 KB  
Article
ETF Resilience to Uncertainty Shocks: A Cross-Asset Nonlinear Analysis of AI and ESG Strategies
by Catalin Gheorghe, Oana Panazan, Hind Alnafisah and Ahmed Jeribi
Risks 2025, 13(9), 161; https://doi.org/10.3390/risks13090161 - 22 Aug 2025
Cited by 7 | Viewed by 4873
Abstract
This study investigates the asymmetric responses of AI and ESG Exchange Traded Funds (ETFs) to geopolitical and financial uncertainty, with a focus on resilience across market regimes. The NASDAQ-100 and MSCI ESG Leaders indices are used as proxies for thematic ETFs, and their [...] Read more.
This study investigates the asymmetric responses of AI and ESG Exchange Traded Funds (ETFs) to geopolitical and financial uncertainty, with a focus on resilience across market regimes. The NASDAQ-100 and MSCI ESG Leaders indices are used as proxies for thematic ETFs, and their dynamic interlinkages are examined in relation to volatility indicators (VIX, GPR), alternative assets (Bitcoin, Ethereum, gold, oil, natural gas), and safe-haven currencies (CHF, JPY). A daily dataset spanning the 2016–2025 period is analyzed using Quantile-on-Quantile Regression (QQR) and Wavelet Coherence (WCO), enabling a granular assessment of nonlinear, regime-dependent behaviors across quantiles. Results reveal that ESG ETFs demonstrate stronger downside resilience under extreme uncertainty, maintaining stability even during periods of elevated geopolitical and financial risk. In contrast, AI-themed ETFs tend to outperform under moderate-risk conditions but exhibit greater vulnerability during systemic stress, reflecting differences in asset composition and investor risk perception. The findings contribute to the literature on ETF resilience and cross-asset contagion by highlighting differential behavior patterns under varying uncertainty regimes. Practical implications emerge for investors and policymakers seeking to enhance portfolio robustness through thematic diversification during market turbulence. Full article
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17 pages, 674 KB  
Article
Falling Short in the Digital Age: Evaluating the Performance of Data Center ETFs
by Davinder K. Malhotra, Ivar Kirkhorn and Frank Ragone
J. Risk Financial Manag. 2025, 18(8), 449; https://doi.org/10.3390/jrfm18080449 - 11 Aug 2025
Viewed by 4430
Abstract
This study evaluates the performance of U.S. data center Exchange-Traded Funds (ETFs) relative to major equity and technology benchmarks, using monthly returns from January 2000 through December 2024, with particular emphasis on the COVID-19 period and the subsequent post-vaccine era. Data center ETFs [...] Read more.
This study evaluates the performance of U.S. data center Exchange-Traded Funds (ETFs) relative to major equity and technology benchmarks, using monthly returns from January 2000 through December 2024, with particular emphasis on the COVID-19 period and the subsequent post-vaccine era. Data center ETFs have not provided better risk-adjusted returns even though they are often advertised as access points to the digital economy. Digital infrastructure demand increased through the pandemic but did not improve the performance of these funds which stayed weak across both traditional and conditional multi-factor asset pricing models. These ETFs struggle with asset selection and market timing proficiency, which leads to relatively poor performance results during volatile market conditions. The downside risks linked to these funds tend to match or exceed the downside risks of broader indices like the S&P 1500 Information Technology Index. Although these investments are based on strong thematic narratives, they do not achieve returns that align with investor expectations. Full article
(This article belongs to the Section Financial Markets)
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27 pages, 4197 KB  
Article
Towards New Strategies for Investing: Insights on Sustainable Exchange-Traded Funds (ETFs)
by Nini Johana Marín-Rodríguez, Juan David González-Ruíz and Sergio Botero
World 2025, 6(1), 8; https://doi.org/10.3390/world6010008 - 6 Jan 2025
Cited by 6 | Viewed by 8493
Abstract
As investors increasingly incorporate environmental, social, and governance (ESG) factors into their decision-making, sustainable Exchange-Traded Funds (ETFs) have gained prominence in both investment portfolios and financial research. This study aims to provide a comprehensive analysis of the Sustainable ETF research landscape by utilizing [...] Read more.
As investors increasingly incorporate environmental, social, and governance (ESG) factors into their decision-making, sustainable Exchange-Traded Funds (ETFs) have gained prominence in both investment portfolios and financial research. This study aims to provide a comprehensive analysis of the Sustainable ETF research landscape by utilizing scientometric and bibliometric methods with tools such as VOSviewer, Bibliometrix, and CiteSpace. Drawing from the Web of Science and Scopus databases, the study identifies key thematic areas, influential authors, and emerging trends. The findings highlight the conceptual evolution of Green ETFs, from early definitions focused on ESG-aligned investments to more complex instruments incorporating diversified screening criteria and advanced technologies like machine learning and artificial intelligence. Practical challenges such as regulatory inconsistencies, high implementation costs, and limited investor education are underscored as critical barriers to broader adoption. Future trends reveal the growing role of blockchain technology for ESG verification, crisis-specific ETF models, and the development of more inclusive screening strategies. Strategically, Green ETFs demonstrate resilience during market volatility and support sustainability-driven investment frameworks. The study provides valuable insights for investors, policymakers, and researchers, emphasizing Green ETFs’ role in driving sustainable finance and offering actionable guidance for optimizing ESG investment strategies. Full article
(This article belongs to the Special Issue The Role of Green Finance in Economic Development)
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