Beyond Long-Only: How 130/30 SMAs May Rejuvenate Tax-Loss Harvesting

Beyond Long-Only: How 130/30 SMAs May Rejuven...

Neuberger BermanNeuberger Berman

‏التالي

Solving for 2026: Policy Crosscurrents, AI, and Where to Position Now

Amid policy crosscurrents and accelerating AI adoption, investors face a backdrop where productivity tailwinds and easing biases in some regions contrast with tougher conditions elsewhere. So how should investors lean into duration, balance AI enablers versus adopters, and pursue ...  عرض المزيد

 . 26 دقيقة و59 ثانية
Why Hard Currency Emerging Market Debt is Back in Focus

Emerging market debt has weathered a long stretch of tight financial conditions—marked by a strong US dollar, higher global rates, and uneven post-pandemic recoveries. With the dollar softening and policy rates beginning to ease, investors are warming up to hard currency EM debt ...  عرض المزيد

 . 23 دقيقة و18 ثانية

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Dow Hits 38K for First Time Ever
The Rundown

Stock market update for January 22, 2024.

<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

 . 5 دقيقة و38 ثانية
Talk Your Book: Putting a Floor on the Nasdaq 100
Animal Spirits Podcast

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

 . 37 دقيقة و46 ثانية
Talk Your Book: Infrastructure Investing
Animal Spirits Podcast

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

 . 40 دقيقة و27 ثانية
Talk Your Book: Hedging Your Portfolio with Options
Animal Spirits Podcast

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

 . 31 دقيقة و56 ثانية