Emily Zimmer

ETF Types in a Nutshell ✅ Passive ETF: Tracks an index (like the S&P 500) for broad exposure, mimicking its performance. ✅ Active ETF: Managed by professionals who pick and choose investments for potentially higher returns (but also higher fees). ✅ Bond ETF: Provides regular income by investing in a basket of bonds (government, corporate, etc.). ✅ Stock ETF: A basket of stocks in a specific industry (like tech) for targeted exposure. Lower fees than stock mutual funds. ✅ Industry/Sector ETF: Focuses on a particular industry, like energy or technology. Tracks a specific index for that sector. ✅ Commodity ETF: Invest in commodities like gold or oil without physically owning them. Offers diversification and easier management. ✅ Currency ETF: Tracks the value of a specific currency pair (like USD/EUR). Useful for speculation or hedging against currency fluctuations. ✅ Bitcoin ETF: Newer option for investing in Bitcoin through a traditional brokerage account. Two types: spot (holds actual Bitcoin) and futures (tracks Bitcoin futures contracts). ✅ Inverse ETF: Aims to profit from falling stock prices by using derivatives (not for beginners). ✅ Leveraged ETF: Uses debt to magnify returns (and losses) of the underlying investment (higher risk).

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New paper about option pricing using Black-Schole and calculating greeks and implied volatility.

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Will fixed income strength continue in 2024? The market consensus calls for a soft landing in the US. However, Pilar Gomez-Bravo, Co-CIO Fixed Income, sees three tail risks that could derail this scenario. Read more: bit.ly/3wS1E00.

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Michael McNurney, Equity Investment Specialist, has been with us for over 20 years. Working with investment teams to help them understand the current environment, he loves being able to help clients find solutions to help them achieve their goals. Hear more about Michael in the short video below and learn more about our equities capabilities here ▶ https://bit.ly/3Jm9YrI #JHI #JanusHenderson #BrighterFutureTogether #ClientsComeFirst #Equities #US Investing involves risk. 

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A recent study puts some numbers around the increasing demand for alternatives. As advisors become more comfortable with the asset class, alts are becoming a core part of the portfolio.

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Has the 2023 macroeconomic environment influenced advisors’ views on alternatives? Or do longer-term business and investment objectives continue to prevail for advisors considering allocating to alternative asset classes? We answered all that and more in our CAIS-Mercer survey: https://lnkd.in/g8rRXirV #alternatives #financialadvisors #wealthmanagement

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For the for #QuestionOfTheWeek, we asked BlackRock portfolio managers and strategists whether they expect market conditions for the rest of the year to be similar to what we’ve seen so far. See the results 👇

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For individual access to institutional-grade trading across a wide range of powerful account types perfect for you, whatever your requirements? There's only one answer: time to rise with Raze, the quantitative hedge-fund-built multi-asset brokerage.

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A bell ringing was in order to celebrate PT Asset Management, LLC's debut #CboeListed ETF, the Performance Trust Short Term Bond ETF (#STBF!) 🔔 Learn more about STBF: bit.ly/3TOmZ28

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Economic whispers suggest a late cycle is upon us. But should long-term equity investors panic? Our latest insight by Portfolio Manager Richard Fortin, CFA, explores what history teaches us about navigating these potential headwinds. https://lnkd.in/gKwdkPXC #equityinvestors #investors #riskmanagement #financialmarkets #qvinvestors

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U.S. equity volatility around geopolitical conflict tends to be short-lived and followed by below average volatility. Learn why in the 5/13 CMO report.

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U.S. equity volatility around geopolitical conflict tends to be short-lived and followed by below average volatility. Learn why in the 5/13 CMO report.

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Take a deep dive into how PIMCO is positioning across global asset classes, the allocations they're overweighting and underweighting, and why they're focusing on quality 👉 https://lnkd.in/etSi6Kpn

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The video explores the past performance of this diversified portfolio, showing an inflation-adjusted return of over 4% with lower volatility compared to the S&P 500. https://lnkd.in/gSH4X97q

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Looking to add duration? With compelling tax-equivalent yields, low credit risk, and opportunities for diversification, we believe #municipalbonds are one of the most attractive sectors in fixed income today. And as you can see from the chart, municipals have historically performed well within one year after significant declines. Click to read the latest muni market insights from Nuveen. https://ter.li/equ4pn

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Stephen Dean, CFA is back with his monthly State of the Market commentary, covering recent market events and why they matter. → Equity markets gains were strong in May across the board → Fixed income returns also rallied as longer-term rates fell modestly → 76% of S&P 500 companies have beaten earnings estimates for Q1 → NVIDIA reported Q1 earnings of $16.9B, a 629% increase from last year → Inflation was cooler in April than March for both the CPI and PCE indices Read Steve's full market update here: https://lnkd.in/evauwYb5

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The Spear Alpha ETF 1Q24 Letter is out! Q1 2024 was tough for active funds, but SPRX weathered the storm. Consolidations provide attractive entry points...read on to learn more👇 Link to full letter: https://lnkd.in/eRdP8iuf SPRX is listed on the Nasdaq. Full fund disclosures, holdings, and standardized performance at spear-funds.com

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