Jesse Blumenau

Monitoring and discussing structured note holdings just got easier for financial advisors. Through the CAIS platform, you can now easily identify and export issuer concentrations, underlier allocations, structure type dispersions, and time-to-maturity of structured note holdings. Log in or sign up for the CAIS platform here: https://lnkd.in/gAynvWEz

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Credit markets have remained strong even in the face of elevated interest rates but will the momentum remain? Portfolio manager Damien McCann breaks down the dynamics underpinning credit markets today, and identifies the key areas where he is seeing opportunities as well as risks. 🎧 Tune in to the full episode: Apple Podcasts: http://spr.ly/6044giGA6 Spotify: http://spr.ly/6045giGAB #CapitalIdeas #CreditMarkets #FixedIncome

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Credit markets have remained strong even in the face of elevated interest rates but will the momentum remain? Portfolio manager Damien McCann breaks down the dynamics underpinning credit markets today, and identifies the key areas where he is seeing opportunities as well as risks. 🎧 Tune in to the full episode: Apple Podcasts: http://spr.ly/6046g9ACa Spotify: http://spr.ly/6048g9ACI #CapitalIdeas #CreditMarkets #FixedIncome

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Updated weekly, Weekly Flows Reports provides an in depth look at ETF flows across all asset classes over the past week. The FREE report will be released every Monday morning and can be access via the ETF Action homepage along with the Daily Data Pack, the Category Spotlight, and the Video Insights. Highlights from this week's Weekly Flows Report Equity: U.S. Large Cap Blend ETFs gathered more than $8.5 billion in net inflows last week The Fixed Income: Taxable - Government Long category also saw $2.3 billion in net inflows for the week The Invesco Russell 1000 Dynamic Multifactor ETF (OMFL) saw the largest net outflows amongst U.S. Size & Style ETFs with nearly $2 billion The Health Care Select Sector SPDR Fund (XLV) gathered $498 million in net inflows The SPDR S&P Homebuilders ETF (XHB) led thematic ETFs in net inflows with $113 million while the ARK Innovation ETF (ARKK) saw $103 million in net outflows For Fixed Income ETFs, the iShares 20+ Year Treasury Bond ETF (TLT) saw another $1.9 billion in net inflows to view the entire report please see the image below www.etfaction.com - Free Investing tools Sign up for our daily note: https://lnkd.in/ez29Dap #investing #etfinvesting #ETFs

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What's the missing piece to Asset Allocation strategies? Read on to find out how to harness the tax-saving potential of Asset Location 🚀 https://loom.ly/kRF1hq0 #assetlocation #assetallocation #taxstrategies

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🕰️ Last chance! Register now for Illuminate Financial's free webinar on "The Future of Collateral Management" on May 23rd at 2:00pm BST / 9:00am ET. 🎙️ Hear from the expert panel as they share insights on: - The evolving collateral management landscape - Challenges and opportunities shaping the industry - Strategic decision-making for your firm 🔗 Secure your spot: https://lu.ma/d6m11p43 #Fintech #SecuritiesFinance #SecuritiesLending #CollateralManagement #Webinar #Wematchlive

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Our CBO James Mutamba will share his BD expertise on a panel at #BIO2024 today, “Exploring deal-making options for your portfolio of assets.” 

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Great new article from VettaFi's Todd Rosenbluth discussing Q1 sector winners and what we could see in Q2, featuring commentary from Christine Short. Todd also touches on the sector ETFs driving the most demand. Check it out below. #investing #stockmarket #communications #tech

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IMTC spotted out in the wild! When you can efficiently manage your fixed income SMA accounts, you have more time to enjoy your summer. 😁☀️ Want to learn how IMTC's fixed income portfolio optimization tools can help you manage bond accounts significantly faster? Reach out to our team and we'll show you how. Thanks for the beach pic, Bill Vulpis!

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Portfolio Manager George Cipolloni, CFA analyzes market sentiment, noting volatility indicators like the VIX suggest a fearless market environment. Despite positive economic signals, he warns against complacency and emphasizes the importance of staying risk-aware amid market shifts. #marketsentiment #investmentstrategy #volatility #stockmarket #creditmarket #riskmanagement #economicoutlook #assetmanagement #investing #markets #equities #fixedincome

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Faced with its critics, why emerging markets continue to show significant potential in the second quarter and beyond. Read why the asset class is worth the “bother��� https://ow.ly/4Srm50RgbXS #abrdnInsights #EmergingMarkets

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Timberland outlook: solid economic fundamentals and a growing need for climate solutions Read the full analysis by John Gilleland and Dave Rumker. https://lnkd.in/efkYGrzk

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New Greenwich MarketView - June Data Spotlight: U.S. Credit Trading by Kevin McPartland. E-Trading in U.S. Corporate Bonds Up 180% in Five Years. The average daily notional volume has grown notably in the past five years, from $29 billion per day in May 2019 to $43 billion in May 2024. E-trading in absolute terms is up 180% in those five years, from roughly $6.7 billion per day to $18.9 billion per day. https://lnkd.in/eyGpyrTh

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The drive for efficiency and precision in #assetmanagement is often hindered by the weight of outdated systems. It's time for a change. 🌊 Our latest blog post delves into how emerging and established asset managers alike are impeded by legacy processes and how fundcraft's digital platform is the key to unlocking efficiency and growth. Dive into the digital revolution with us and redefine your operational expectations. Read the full story in our Insights section linked below! #fundcraft #fundtech #alternativeinvestments

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Category Spotlight Equity: U.S. Small Cap - Blend Updated monthly, our Category Reports offer a 30,000-ft. view of a given ETF category. Inside, you'll find at-a-glance visualizations of flows and category growth; structure breakdown of ETFs within the category; performance overview; risk relative to broad benchmarks and category averages; composition and fundamental analysis and much, much more. The category reports utilize ETF Action's proprietary ratings for efficient and effective analysis.   Highlights from June's U.S. Small Cap Blend Category Report: The Equity: U.S. Small Cap - Blend category is comprised of 50 ETFs with nearly $260 billion in assets under management Average expense ratio is 34 bps, average lifespan is 7.63 years, average ADV is $99.52 million, and average TTM yield is 1.00% The category gathered $2.7 billion in net inflows in June, the Global X Russell 2000 ETF (RSSL) saw $1.3 billion in net inflows for the month   The iShares Russell 2000 ETF (IWM) also gathered $709 million in net inflows for the month but has seen more than $3 billion in net outflows over the past 3 months Just 5 ETFs in the category were in the green for June, average 1-month return was -1.05% 46 ETFs in the category have high or above average value ratings, the Cambria Micro and SmallCap Shareholder Yield ETF (MYLD) has the highest value rating To view the entire category report please see the image below www.etfaction.com - Free Investing tools Sign up for our daily note: https://lnkd.in/ez29Dap #investing #etfinvesting #ETFs

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