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As Interest Rates Change, Try an Active Core Bond ETF in SMTH
Etftrends· 2025-09-26 18:22
See more: 3 Stocks to Watch in Electrification ETF ELFY The rise of active ETFs has slowly but surely changed the investing landscape. Investors can get access to flexible strategies that can adapt to circumstances and often outperform passive peers. Perhaps the greatest opportunity in the rise of active investing may be how active investing can help bond funds deliver their proposed exposures better than passive funds can. As interest rates are shifting, then, now may be the time to move some core bond all ...
Ultra-rich are pulling back from stocks and real estate, says Tiger 21 founder Michael Sonnenfeldt
Youtube· 2025-09-25 19:47
Michael Sonninfeld is back with us now. Michael, it's good to have you on. This is a stock market that not the last couple days, but really keeps going up.Are we seeing any more love from your members about stocks or is it still really about real estate. Actually, they just pulled back a couple points in the last quarter from the stock market and from real estate. still strong in private equity, but for the first time cash is coming up a little, fixed income is coming up a little and uh gold and bitcoin.So, ...
Charles Schwab CEO talks why bonds are 'cool again,' investor nervousness, and crypto
Youtube· 2025-09-25 16:14
Charles Schwab is eyeing a big push into the crypto space in early 2026. This as it contends with stock prices at record highs and a new generation of investors looking to get into the action. Caught up with Charles Schwabio Rick Worster for today's opening bid power player segment.Well, our our clients are really engaged. They're trading at about 30% more than they were last year. Uh we see margin balances up. We see more use of uh options.Our investors are really engaged in the market and I think there's ...
Stock Market Today: S&P 500, Nasdaq Futures Rise Despite Powell's Cautious Take On Stocks—Micron Tech, Cintas, KB Home In Focus - SPDR S&P 500 (ARCA:SPY)
Benzinga· 2025-09-24 09:45
U.S. stock futures rose on Wednesday following Tuesday’s declines. Futures of major benchmark indices were higher.Federal Reserve Chair Jerome Powell acknowledged that "by many measures… equity prices are fairly highly valued,” on Tuesday. However, while acknowledging the high valuations, Powell sought to temper immediate fears. He added that he does not believe this is a "time of elevated financial stability risks," suggesting the central bank is not yet alarmed about systemic threats from asset prices. In ...
Morgan Stanley: Rate Cut Creates Opportunities In The Fixed Income Segment
Seeking Alpha· 2025-09-20 15:40
公司概况 - 摩根士丹利为美国最大金融机构之一 拥有全球品牌认知度和声誉[1] 分析师持仓情况 - 分析师未持有摩根士丹利普通股 已出售全部头寸[2] - 分析师未持有MS PR P优先股 但考虑在价格走弱时购入该证券[2] 研究服务内容 - 欧洲小盘股投资组合提供独家欧洲投资机会研究 聚焦高质量小盘股[1] - 投资策略侧重资本收益与股息收入 以实现持续现金流[1] - 服务包含两个模型组合(欧洲小盘股组合与欧洲REIT组合)及每周更新[1] - 提供欧洲投资教育内容及实时聊天室讨论投资组合动态[1]
Dethroning Cash and Adding Active Management With Vanguard
Etftrends· 2025-09-18 19:04
It might be auspicious timing that the VettaFi Q3 Fixed Income Symposium came less than 24 hours after the Federal Reserve instituted the first rate cut of the year. With that, investors must know how... ...
AWF: Stable Fixed Income For Long-Term Investors
Seeking Alpha· 2025-09-18 15:05
Monte Independent Investment Research: Michael Del Monte is a buy-side equity analyst with over 5 years of industry experience. Prior to working in the investment management industry, Michael spent over a decade in professional services working across industries that include O&G, OFS, Midstream, Industrials, Information Technology, EPC Services, and consumer discretionary.Investment recommendations are built upon the entirety of the investment ecosystem rather than considering a company independently.Analys ...
A lot of market strength this quarter, keeping people employed is imperative for Q4: BMO's Schleif
Youtube· 2025-09-17 22:20
Let's bring in private wealth chief market strategist Carol Schliff and region's wealth management CIO Alan Mcnite. Guys, welcome. Allan, you didn't get a whole lot of new information here, but at least the Fed in its initial decide on a decision on a quarter point was mostly aligned.I mean, they've had more descent in the past. What does that say about the future. I think the most positive thing for us was there wasn't this major surprise.We had so much aida and angst going into this where it was going to ...
Want Bond Index Performance? You're Better Off Active
Etftrends· 2025-09-12 20:31
The Fed's looming decision to cut rates has many investors looking to their fixed income allocations. Bonds sometimes come across as a bit less exciting than equities, and for good reason, as their role is often used as a stabilizing force for many portfolios. That doesn't mean it's OK to accept disappointing bond index performance. Rather, investors should look for edges where they can find them, and for fixed income, that edge is active investing. See more: Eyeing Tax-Exempt ETFs? TAXE's Active Approach S ...
固定收益部市场日报-20250912
招银国际· 2025-09-12 07:49
报告行业投资评级 未提及 报告的核心观点 报告对固定收益市场进行了每日更新,涵盖新发行债券表现、二级市场变化、宏观新闻等内容,分析不同地区和行业债券走势,如大中华区高贝塔债券、日本保险混合债券等,还对HYSAN公司债券进行了评估 [2][7][11] 根据相关目录分别进行总结 市场表现 - 昨日新发行NSINTW 5 7/8 03/17/41从T+185收紧至15bps,收盘时收紧10bps,其他TW寿险公司债券收盘时收紧1 - 2bps;KHFC 3 7/8 09/17/30和KOMATS 4.196 30收紧2 - 3bps;大中华区高贝塔债券大多上涨;日本保险混合债券和AT1上涨0.3pt,其Yankee债券上涨0.1pt;东南亚新发行SMPHPM 4.75 09/16/30较发行价上涨0.1pt [2] - 今日早盘新发行NSINTW 5 7/8 03/17/41再收紧7bps,其余TW寿险公司债券收紧2 - 5bps;HYUELE 28 - 30s收紧1 - 2bps;BBLTB次级曲线收紧5bps;MUFG永续债、SUMILIF 55和FUKOKU上涨0.5 - 1pt;HYSAN 7.2 PERP上涨0.5pt [4] - 昨日表现最佳的债券为CCAMCL 5 02/08/48等,表现最差的债券为BIMLVN 7 3/8 05/07/26等 [5] 宏观新闻 - 周四S&P、Dow和Nasdaq指数上涨,美国8月核心CPI月率为+0.3%,CPI年率为+2.9%,均符合市场预期;8月CPI月率为+0.4%,高于市场预期;美国初请失业金人数为26.3万,高于预测值;美国国债收益率周四下降 [7] 分析员观点 - Hysan发行1700万美元的次级附属5NC2债券,穆迪评级为Ba1,2027年9月可按103.375赎回,票面利率6.75%,利息可递延和累积;此次发行是为保持HYSAN 7.2 PERP投资级评级;Hysan在挑战环境下2025年上半年业绩稳定,流动性良好,净杠杆率为33%;分析师对HYSAN债券估值持中性态度,但认为HYSAN 7.2 PERP风险回报最佳 [8][9][11] 新发行情况 - 今日无离岸亚洲新发行债券定价和处于管道中的发行项目 [12][13] 其他新闻 - 昨日境内发行101只信用债券,金额1600亿元,本月累计发行658只,金额6380亿元,同比增长18.6%;还涉及Adani、Alibaba等多家公司的相关动态,如Fosun International签署9.1亿美元可持续发展银团贷款,PTT Global Chemical发行11亿美元无抵押次级永续债券等 [15]