Browsing: Investing

Variable annuity subaccounts are adding SMA-style customization, putting them in direct competition with direct-indexing platforms for high-income investors seeking tax efficiency.

As stock-bond correlations rise, Commodity Trading Advisors are drawing fresh interest from allocators seeking genuine diversification outside traditional portfolio construction.

Real asset ETFs are drawing steady inflows as tariff uncertainty pushes investors toward commodities, infrastructure, and real estate holdings with physical backing.

Non-traded BDCs are now accessible on major retail brokerage platforms – but the income yields come with illiquidity risks many investors may not fully understand.

Floating rate Treasury ETFs offer near-zero duration and government-backed income, drawing allocators who want yield without interest rate price risk in an uncertain rate environment.

Municipal bond ladders offer tax advantages that Treasury Direct accounts can’t match for high-bracket investors, but credit risk and liquidity trade-offs require careful consideration.

Emerging market bond ETFs are drawing fresh investor interest as dollar weakness makes local-currency EM debt more attractive. Here is what is driving the demand and what to watch.

Agency MBS spreads are widening as Fed reinvestment fades and replacement demand from banks, insurers, and overseas buyers lags. Here’s what it means for fixed income investors.

Equipment Trust Certificates are regaining traction among infrastructure buyers seeking asset-backed security and tighter spreads in a high-rate environment.

Target-date fund glide paths face growing scrutiny as retirees with 30-year horizons discover their portfolios may not match their actual risk needs.