Trading ETFs: Getting a Fair Price
The ETF arbitrage mechanism is strong and functional, because it incentivizes ETF market makers to keep ETF prices close to...
Third Quarter IPO Activity Eases, But Upward Trend Persists
Although there were fewer IPOs on U.S. exchanges compared to Q2, third quarter activity was up 38% from a year earlier.
The Summer of Attribution Part Five: Multi-Asset Attribution
Let's close out the summer with attribution for balanced portfolios, where new decisions come into play.
Car Companies Face Liquidity Risks Due to Rising Auto Loan Delinquencies
One way in which automotive companies have boosted sales is through increased debt financing with questionable credit underwriting
The Summer of Attribution Part Four: Liability-Driven Investments
The interesting thing I observe across clients and prospects is that there is no cohesive view for how to integrate LDI into an...
Stress Testing the Global Impact of U.S. Rate Increases
How much further do bond yields have to rise before triggering the danger zone of a major U.S. share market sell-off?
What Valuations Say About Technology and the Broader Market
Exactly how much of the S&P 500’s all-time highs can be attributed to the technology sector and how much of this is justified by...
The Summer of Attribution Part Three: Emerging Markets
On initial review, emerging markets (EM) should be simple to integrate into an attribution framework
Are Leveraged Loans Worth a Look?
Here we review the features of leveraged loans while exploring their potential fit in an investment portfolio.
What Do 0.00% Expense Ratios Mean for ETFs?
The zero percent price tag confirms the price war in asset management fees is truly a race to zero.
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