Workflow
Fixed Income
icon
搜索文档
Global Fixed Income Opportunity Very, Very Big, Pimco CEO Roman Says
Yahoo Finance· 2025-09-29 14:09
Manny Roman, CEO at Pacific Investment Management Co. (Pimco), discusses global opportunities in fixed income and says, "the alpha that has been given by the market is quite good." ...
Pimco CEO Manny Roman on AI Financing, Private Markets, Fixed Income
Youtube· 2025-09-29 13:43
Let's get into some of these deals. I never set deals. You can talk about can't talk about when to talk in broad terms about the appetite here for the capital that we need to provide to this particular force, this growing Force II datacenters, where it's going to come from and why, given a team, are going to fit in.So I think it's I mean, it's it's a huge super secular opportunity. There is an enormous need for funding and equity in data center. We I don't know whether the $6.7% trillion for McKinsey is rem ...
3 Defensive Stocks to Own if Market Highs Don’t Last
The Smart Investor· 2025-09-29 09:30
The Straits Times Index (SGX: ^STI) has slipped below the 4,300 mark, after spending most of September above this level.When volatility strikes, an income investor can look to defensive stocks that have stable earnings and dividends.Here are three defensive Singapore blue-chips you can consider, namely Singapore Exchange or SGX, Singapore Technologies Engineering or STE, and Singapore Telecommunications or Singtel.Singapore Exchange (SGX: S68) SGX is Singapore’s sole stock exchange operator. The group enjoy ...
How Is Franklin Resources' Stock Performance Compared to Other Financial Stocks?
Yahoo Finance· 2025-09-24 08:56
Franklin Resources, Inc. (BEN), headquartered in San Mateo, California, is a global investment management firm serving clients in over 150 countries. Valued at $12.6 billion by market cap, the company offers a wide range of services across equity, fixed income, alternative investments, and multi-asset strategies, and manages over $1.6 trillion in assets. Companies worth $10 billion or more are generally described as “large-cap stocks,” and BEN perfectly fits that description, with its market cap exceeding ...
UTF: Undisputed Winner Over DNP (NYSE:UTF)
Seeking Alpha· 2025-09-23 14:27
Conservative Income Portfolio targets the best value stocks with the highest margins of safety. The volatility of these investments is further lowered using the best priced options. Our Enhanced Equity Income Solutions Portfolio is designed to reduce volatility while generating 7-9% yields.We last wrote about Cohen & Steers Infrastructure Fund (NYSE: UTF ) a few months back, and at that time, the comparative was against Reaves Utility Income Trust ( UTG ). We will go over how that has been done, and thisTra ...
AWP: 12% Yield, 2% Total Returns, And 3% Premium Equals 100% Regret
Seeking Alpha· 2025-09-19 16:12
Conservative Income Portfolio targets the best value stocks with the highest margins of safety. The volatility of these investments is further lowered using the best priced options. Our Enhanced Equity Income Solutions Portfolio is designed to reduce volatility while generating 7-9% yields.We have lost the wager on how silly things would get in this market. That, of course, has notTrapping Value provides Covered Calls, and Preferred Stock Trader covers Fixed Income. The Covered Calls Portfolio is designed t ...
Oracle: Suspension Of Disbelief
Seeking Alpha· 2025-09-15 15:38
投资组合策略 - 保守收益投资组合专注于最高安全边际的最佳价值股票 并通过最优定价期权进一步降低投资波动性[1] - 增强型股票收益解决方案组合旨在降低波动性同时产生7%至9%收益率[1] - 备兑看涨期权组合专注于资本保全的低波动性收益投资[1] 固定收益策略 - 固定收益投资组合重点购买具有高收益潜力和相对于可比证券严重低估的证券[1] - 投资组合包含两个创收组合和一个债券阶梯结构[2] 团队专业背景 - 分析师团队拥有超过40年综合经验 专注于期权收益生成和资本保全[2] - 与优先股交易员合作运营保守收益投资组合[2] 异常市场表现 - 罕见出现盈利未达预期后股价上涨超过40%的情况 对 mega cap 公司更为罕见[1]
FLOT: Cash-Like Exposure, But NEAR And MINT Might Be Better
Seeking Alpha· 2025-09-03 17:34
投资组合策略 - Conservative Income Portfolio采用高安全边际的最佳价值股票并通过最优定价期权进一步降低投资波动性 [1] - Enhanced Equity Income Solutions Portfolio旨在降低波动性的同时产生7-9%的收益率 [1] - Covered Calls投资组合专注于资本保全的低波动性收入投资 [2] 固定收益产品 - iShares浮动利率债券ETF(FLOT)持有1个月至5年期投资级浮动利率债券 全部以美元计价 [2] - 固定收益投资组合重点购买具有高收入潜力且相对同类严重低估的证券 [2] 服务提供商 - Trapping Value分析师团队拥有超过40年期权收入生成与资本保全经验 [3] - 与Preferred Stock Trader合作运营Conservative Income Portfolio投资服务集团 [3] - 该投资服务集团提供两个创收投资组合和一个债券阶梯产品 [3]
BIZD: BDC Income In A Convenient Wrapper
Seeking Alpha· 2025-09-02 17:23
投资组合策略 - 保守收益投资组合以最高安全边际和最佳价值股票为目标 通过最优定价期权进一步降低投资波动性 [1] - 增强型股票收益解决方案投资组合旨在降低波动性同时产生7-9%的收益率 [1] - 备兑看涨期权投资组合专注于资本保全的低波动性收益投资 [2] 固定收益投资 - 固定收益投资组合重点购买具有高收益潜力和相对于可比证券严重低估的证券 [2] - 投资组合包含两个创收组合和一个债券阶梯结构 [3] 团队专业背景 - Trapping Value分析师团队拥有超过40年综合经验 专注于期权收益创造和资本保全 [3] - 与Preferred Stock Trader合作运营保守收益投资组合 [3] - 团队覆盖备兑看涨期权和固定收益交易领域 [2]
I Came In Like A Ready Capital!
Seeking Alpha· 2025-08-12 19:37
投资组合策略 - Conservative Income Portfolio 专注于具有最高安全边际的最佳价值股票 并通过最佳定价期权进一步降低投资波动性 [1] - Enhanced Equity Income Solutions Portfolio 旨在降低波动性的同时实现7-9%的收益率 [1] - Covered Calls Portfolio 提供低波动性收入投资 重点在于资本保全 [1] - 固定收益投资组合专注于购买具有高收入潜力和相对于同类严重低估的证券 [1] 团队背景 - Trapping Value 是一支分析师团队 拥有超过40年的综合经验 专注于期权收入生成和资本保全 [2] - 该团队与Preferred Stock Trader合作运营Conservative Income Portfolio投资组合 [2] - 投资组合包括两个创收组合和一个债券阶梯 [2]