“Higher for longer” has negatively impacted distressed credits with near-term maturities. Read Virtus’ latest insights about high yield investing. Virtus ETFs #ETF #HighYield
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“With yields adjusting upward, the potential risk/reward benefit of owning high yield is becoming more attractive.” Get the latest on a wide range of income-oriented strategies including higher yielding ETFs Virtus ETFs #ETFs #investing #income
Income Insights
virtus.com
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Sebi tells mutual funds to protect smallcap investors from market froth https://lnkd.in/gHyuVwSp Download Economic Times App to stay updated with Business News - https://lnkd.in/ebiEmyZ5
Sebi tells mutual funds to protect smallcap investors from market froth
m-economictimes-com.cdn.ampproject.org
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A lesson in duration risk or setting up for a decline in long term rates? Discover why fixed income portfolio construction is so important when managing risk in the fixed income market. Find out how #IMTC can help fixed income managers. https://imtc.com/ #fixed income #portfolio management
Popular Treasury ETF sees record-setting trading frenzy as surging yields rattle bond market
marketwatch.com
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Explore the evolving world of HISA ETFs with insights from Matt Montemurro at BMO. Regulatory changes are driving investors to reassess their options. https://hubs.la/Q02z_Mkp0 #BMO #ETFs #Investing #Finance
Fundamental change to HISA ETFs can make other options more attractive
benefitsandpensionsmonitor.com
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#mutualfundseries The Net Asset Value (#NAV) of a mutual fund represents the per-share value of the fund's assets minus its liabilities. It's calculated at the end of each trading day based on the closing market prices of the securities in the fund's portfolio. Here are the components involved: 1. Total #Assets: - #Securities: The market value of all the securities (stocks, bonds, etc.) the fund holds. - #Cash & Cash #Equivalents: Any cash or short-term investments that can be quickly converted to cash. - Accrued #Income: Interest or dividends earned but not yet received. -#Receivables: Money owed to the fund, such as pending sales of securities. 2. Total #Liabilities*?: - #Expenses: Management fees, administrative fees, and other operating expenses. - #Payables: Money the fund owes, such as pending purchases of securities. - Accrued Expenses: Expenses that have been incurred but not yet paid. 3. Number of Outstanding #Shares: The total number of shares that investors hold in the mutual fund. #NAV Calculation \[NAV} = (Total Assets -Total Liabilities)/{Number of Outstanding Shares} #Components Breakdown: 1. Securities: Stocks, bonds, and other investments held by the fund. 2. Cash & Cash Equivalents: Liquid assets that can be quickly accessed. 3. Accrued Income: Earnings due to the fund that have not yet been received. 4. Receivables*m: Money expected from sales or other activities. 5. Expenses: Costs of managing and operating the fund. 6. Payables*m: Obligations that need to be settled by the fund. 7. Accrued Expenses: Costs that have been incurred but not yet paid. NAV provides a snapshot of the #fund's #value and is crucial for #pricing #mutualfund shares, allowing #investors to understand the value of their #investments and make informed #decisions. #amfi #sebi #amc #investing #equity #debt #investoreducation #iep
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Following a positive month for our Tenax Absolute Return Strategies Fund's equity holdings, and a fixed/floating interest portion already yielding 6%, James Mahon, joint-CIO and Fund Manager, reveals changes made to the portfolio's asset mix this month. #churchhouse #fundmanagement #investing #centralbanks #fixedincome #finance https://lnkd.in/eKUYRtVS
Tenax Absolute Return Fund activity - March 2024
ch-investments.co.uk
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Even though, there is no COVID-19 or Lehman Brothers collapse scare, the stress test exercise was undertaken in the past fortnight as SEBI felt that there was froth building in the equity markets, particularly in the small- and mid-cap space. The market regulator felt that if markets were to crash and many investors rushed for redemptions, it was vital to know the liquidity situation of small- and mid-cap funds. That is why SEBI asked all fund houses to carry out stress tests; to determine how long would it take to liquidate 50 percent and 25 percent of their small- and mid-cap portfolios. #banking #lifeinsurance #investments #wealth #mutualfunds Interesting Read:👍
Stress test of mutual funds: Winners and losers in round 1
moneycontrol.com
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Funds from CEFA Members Eaton Vance, Guggenheim Investments and Nuveen, a TIAA company were highlighted by U.S. News & World Report for their potential to benefit investors given current market conditions. Learn more below. #closedendfund #closedendfunds #invest #investing #investmentmanagement #cef
5 Best Closed-End Funds for 2024
money.usnews.com
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Vice President Marketing @ Harvest ETFs | MBA, BFs, CSC | Big-Picture Thinker | Brand Building | Generative AI | Customer Engagement & Experience Innovation | Scaling Growth & Operations
Harvest ETFs Insights: Navigating Short, Medium, and Long-Duration Fixed Income in 2024. #ETFs #fixedincome #passiveincome #interestrates https://lnkd.in/eUT9iDJy
Navigating Short, Medium, and Long-Duration Fixed Income in 2024
https://harvestportfolios.com
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Looking to take advantage of Small Cap's impressive valuations? The Pacer US Small Cap Cash Cows 100 #ETF (CALF) aims to invest in high-quality small-cap companies from the S&P 600 using a free cash flow yield screen. 🐮 Historically, this strategy has identified profitable companies with opportunities for expansion. More on the Pacer US Small Cap Cash Cows Index (as of 6/30/23) 👇 Free Cash Flow Yield (%) 12.30 Price to Earnings Ratio 5.86 Get in on the action of Small Cap #investing by learning more about CALF: #smallcapstocks #smallcap
The Cash Cows ETF Series
paceretfs.com
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