The Great Bond Divergence: Opportunities Across Curves, Countries, and Credit
Global bond markets are starting to diverge again. After years of moving in near lockstep, correlations are breaking down as political and fiscal paths split across regions. The balance for investors is pursuing income, diversification, and flexibility without making an all-or-no ...عرض المزيد
Real Estate's Reset: Where Almanac Sees Stress and Opportunity
Real estate has gone through a painful reset—higher rates, lower values, and slower deal activity have pressured fundraising, distributions, and exit timelines. But for investors who provide flexible, platform-level capital, dislocation can create attractive entry points. Meanwhi ...عرض المزيد
<ul> <li><a href="https://www.bloomberg.com/news/articles/2024-01-22/arkhouse-threatens-to-take-offer-for-macy-s-to-shareholders?cmpid=BBD012224_OUS&utm_medium=email&utm_source=newsletter&utm_term=240122&utm_campaign=openamericas ...عرض المزيد
On today's show, Ben Carlson and Michael Batnick are joined by Bruce Bond, Co-Founder and CEO of Innovator Capital Management to discuss: behavioral finance, and the popularity of defined outcome products during bull markets, how equity floor ETFs work, Innovator's latest defined ...عرض المزيد
On today's show, we are joined by Jon Levin, CEO of GCM Grosvenor and Mark Gatto, Co-Founder and Co-Chief Executive Officer of CION Investments to discuss the basics around the infrastructure asset class, BDC's vs interval fund products, risk and return expectations for infrastru ...عرض المزيد
Talk Your Book: Hedging Your Portfolio with Options
On today's show, Ben Carlson and Michael Batnick are joined by Eric Metz, President, and Chief Investment Officer of SpiderRock Advisors to discuss, the pending acquisition by BlackRock, covered call performance in a bull market, tax benefits when utilizing options, what's drivin ...عرض المزيد