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Another result of illadvised chasing of return and laundering of vol through private assets and having mismatched liquidity terms to boot. check your valuation and check your ability to redeem. #marktomarket #illiquidassets #level3assets #privateassets #privateequity #privatecredit #hedgefunds #alternativeinvestments #liquidity #markets #riskmanagement

Many advisors hesitate to design their own options strategies despite their ability to hedge risk and generate diversified income. Why? The execution can be complex and time-consuming. In this G&M article, Ninepoint's Colin Watson and Etienne Bordeleau discuss how professionally managed options strategies—like selling puts or writing covered calls—can provide these significant benefits: - Regular, tax-efficient income - Risk reduction in volatile markets - Diversified income beyond traditional stocks and bonds Learn more about how options strategies can benefit your clients. #WealthManagement #InvestmentStrategies #OptionsTrading #IncomePortfolio #RiskManagement

Following a series of changes made to Form PF in 2023, the U.S. Securities and Exchange Commission (SEC) and U.S. Commodity Futures Trading Commission (CFTC) have adopted additional amendments to the Form in early 2024. Read about the impact of these changes in our recent article below. #SecuritiesExchangeCommission #CommodityFuturesTradingCommission #InvestmentServices

Ginnie Mae allows for risk-based capital relief to issuers that hedge MSRs Ginnie Mae announced on Thursday that it will allow risk-based capital relief for issuers that "effectively" hedge their MSR values. 𝗦𝗵𝗮𝗿𝗲 𝘁𝗼 𝘀𝘁𝗮𝗿𝘁 𝗮 𝗰𝗼𝗻𝘃𝗲𝗿𝘀𝗮𝘁𝗶𝗼𝗻! Originally posted by HousingWire https://www.rfr.bz/lc8d4bf

Market turbulence has increased amid fears of slowing growth, but are there signs of a more significant pullback or is this a healthy correction? MoneyTalk’s Anthony Okolie discusses with Michael Craig, Managing Director and Head of Asset Allocation and Derivatives at TD Asset Management.

A leveraged investor with no triparty relationship yet? Take action now to beat the repo clearing rush In this article, Josh Galper, lead for Finadium’s research and consulting practice, breaks down who should and how to best prepare for the June 2026 expected go-live of US Treasury mandatory repo clearing. #repos #repoclearing #treasurys #financialregulation #fixedincome https://lnkd.in/dSQUZYSX

A leveraged investor with no triparty relationship yet? Take action now to beat the repo clearing rush In this article, Josh Galper, lead for Finadium’s research and consulting practice, breaks down who should and how to best prepare for the June 2026 expected go-live of US Treasury mandatory repo clearing. #repos #repoclearing #treasurys #financialregulation #fixedincome https://lnkd.in/dSQUZYSX

For professional investors only. Bond ladders are portfolios of bonds with sequential maturity dates. When bonds reach maturity, the proceeds can be used to fund specific expenses or can be reinvested into new bonds with longer maturities. Fixed Maturity products, like our range of BulletShares UCITS ETFs, can be used to strategically build laddered portfolios, with each maturity year effectively working as a rung on the bond ladder. Read our article to discover the benefits of bond laddering. Capital at risk.

The trend towards dual access funds that allow advisers to choose either a listed or unlisted version of a product begs the question: which vehicle is the best option for a client? Find out about the key considerations in our latest AXIS article. #ETFs #markets #investing #trading #shares

With interest rates still relatively high, many investors have built up quite significant levels of cash in their portfolios. But is cash really as attractive as it seems at first glance? According to Philippe UZAN, our Deputy CEO and CIO of Global Asset Management, the problem with cash is that despite having zero volatility, you don’t know the return you will have over the medium term. Speaking on a panel at the Fund Forum in Monaco, Philippe explained: “It’s the only asset class where you’re sure of the return tomorrow, but you don’t know the return you’ll have on 5 years.” He says that's why asset classes that are using cash as a foundation to build tactical positions, such as Managed Futures, have been very popular with our clients. Managed Futures have exposure to a wide range of asset classes from cash to long or short equities, bonds, currencies and commodities. "So for me, the biggest change versus the previous 10 years is the fact that cash is back!" said Philippe. "Both as a way to store money but also to build products that use cash as a foundation then take tactical bets on other asset classes." Listen to the audio file below to understand more or click here: https://lnkd.in/eD-5Z2PA