Kevin Moss

You should listen to Nathan Geraci and I leverage VettaFi sentiment data to talk #ETFs for ‘25. But it’s ok to read the recap Nicholas Wodeshick from the show too. . - Use case for defined outcome, structured protection, and covered calls from NEOS Investments Calamos Investments Innovator ETFs® - Growing interest in CLOs and bank loan #ETFs from Janus Henderson Investors Invesco US Panagram BondBloxx - #Dividend strategies from SS&C Technologies and ProShares - Plus Ben Johnson, CFA commentary Zachary Csillag Troy Cates Tim Urbanowicz, CFA Andrew Nelson, CFA Matt Kaufman, CETF® Frank J. Tirado, MS Jessica Fernandez Michelle DeWitt, CIMA® Rob Stewart Danielle Gilbert Christopher Murphy Paul Baiocchi, CFA Steve Munroe JoAnne Bianco, CFA Joanna Gallegos Colleen Kapoor Cole Feinberg

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Marathon Asset Management is pleased to announce the reset of Marathon CLO 2020-15. The reset reinstated the CLO's reinvestment period for another five years and upsized into a $462 Million structure. The fact that a CLO manager has the ability to lower its liability cost via refinancing, while also extending maturities through a reset is one more factor while CLO Equity is viewed as a compelling investment opportunity. Resets and refinancings have the potential to add additional cash-flow that accrues to the CLO Equity.

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Last week, members of TwentyFour's asset-backed securities (ABS) portfolio management team attended the Opal Group CLO Summit in Dana Point, California. With over 2,000 participants, the event showcased the global evolution of the CLO market. Historically US-focused, the conference now sees growing participation from European investors and CLO managers. In his latest blog, Aza Teeuwen discusses why 2024 has been an incredible year for CLOs, but also highlights that tail risk has not gone away and the potential for a bump in the road is substantial. Read more: https://okt.to/jOXDEf #CLOs #AssetBackedSecurities

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More important today than ever before.

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Baird is a proud Bronze sponsor at the upcoming The Bond Buyer California Annual Public Finance Conference. We look forward to seeing you there. Brian Brewer Alexander Boutyrski Anne Mongoven Baird Fixed Income Capital Markets #wearebaird #markets #bonds #fixedincome #publicfinance #municipalbonds #leadership #bairdpublicfinance #thebondbuyer #investmentbanking #californiaconstruction #california #retail #finance #financeandeconomy

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Great conversation with Eric Golden, CFA about the future. As wealth and asset management solutions continue to blur, the need for a new perspective on the future of the financial service industry becomes paramount. As banking, insurance, planning, and investments converge financial advice will become more important.

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Actelis Receives New Significant Order for Major U.S. Department of Aerial Transportation Agency With this latest order for the company’s Cyber-Hardened Hybrid-Fiber Networking Solution, Actelis continues to demonstrate strong position within the transportation sector with new significant order FREMONT, Calif., Sept. 09, 2024 (GLOBE NEWSWIRE) -- Actelis Networks, Inc. (NASDAQ:ASNS) (“Actelis” or the “Company”), a market leader in cyber-hardened, rapid deployment networking solutions for IoT applications, today announced that it has received a new significant order for a major aerial transportation agency operating underneath the umbrella of the U.S. Department of Transportation. Actelis continues to expand its presence in the transportation sector with its cyber-hardened, hybrid-fiber networking technology that is used at traffic intersections, along major highways and railways, and at international airports around the world. Please continue reading = https://lnkd.in/e43UPpq7

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Quarterly Report Preview: What’s new in the interval / tender offer fund market? Learn about the 7 new funds launched this quarter, 21 new SEC filings, and more in the XA Investments Quarterly Research Report which will be published next week. The research team at XA Investments LLC is pleased to share this preview into our quarterly report which will be published October 22. The industry leading report provides actionable insights and consolidated data, including market statistics, recent fund filings, sponsor data, and market overviews. Contact us at [email protected] for pricing information and to subscribe. #intervalfunds #tenderofferfunds #XAIConsulting

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As we have alluded to before, a smooth sea never makes a skilled sailor, and markets have been anything but smooth as of late. Contributing to the rough seas this go-around is uncertainty in federal reserve policies, ongoing geopolitical tensions, global economic concerns, and a lack of general market sentiment involving corporate earnings and growth expectations. With these factors causing markets to whipsaw, a well-balanced approach to investing, helmed by seasoned market veterans, may help to right the ship and mitigate portfolio volatility. As volatility has found its way back to markets and seems likely to stay, HedgeWeek notes that hedge funds have found their way back to popularity with allocators, having hit record asset levels through midyear. However, not all hedge fund strategies are created equal, as investors have indicated that a particular strategy is more attractive than others: multi-strategy hedge funds. Learn more about this strategy in our latest insight: https://lnkd.in/exk_dK8i For registered investment advisors only. IMPORTANT DISCLOSURE: https://lnkd.in/e3VJtU2Q

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𝗕𝗿𝗶𝗱𝗴𝗲𝘄𝗮𝘁𝗲𝗿 𝗼𝗽𝗲𝗻𝘀 𝘀𝘁𝗿𝗮𝘁𝗲𝗴𝘆 𝘁𝗼 𝗿𝗲𝘁𝗮𝗶𝗹 𝗶𝗻𝘃𝗲𝘀𝘁𝗼𝗿𝘀 𝘁𝗵𝗿𝗼𝘂𝗴𝗵 𝗦𝘁𝗮𝘁𝗲 𝗦𝘁𝗿𝗲𝗲𝘁 𝗘𝗧𝗙 https://lnkd.in/dCYdE-zK   Risk parity funds for retail investors have not worked well over the past decade or so (and Bridgewater’s All-Weather strategy has also underperformed for some time): the pioneer in the industry (Wealthfront Risk Parity Fund with $1.3bn in AUMs) is going to be liquidated in January https://lnkd.in/dya2H6SZ , and other products have also failed to beat a simpler 60/40 strategy.   This despite the carnage in bond markets in 2022 and the elevated asset correlations (or, more likely, because of…).   I guess it all boils down to the specific strategy used: this product will also use leverage in an ETF, so it will be interesting to see how it plays out. 

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Article "explores dynamic factor allocation by analyzing the cyclical performance of factors through regime analysis [based] on a U.S. equity investment universe comprising seven long-only indices... and six style factors." https://lnkd.in/ePBwyNUc

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On Monday morning, the VIX index approached 66, the third-highest reading this century. During times of highly correlated selloffs, it's tempting to get distracted by extreme volatility impacting the portfolio. In our latest post, we share our thoughts on what triggered the spike in volatility and how we are navigating through this environment. https://lnkd.in/gMVB2mqr

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PALO ALTO, CA. October 16, 2024 --180 Life Sciences Corp. (NASDAQ: ATNF, “180” or the “Company”), today released the following letter to stockholders from its Interim Chief Executive Officer, Blair Jordan.   Dear Stockholders:   We are excited to announce that 180 is planning to strategically enter into the online gaming industry, utilizing its newly acquired “back-end” gaming platform, which incorporates blockchain technology and full cryptocurrency operability (the “Gaming Technology Platform”). The Company plans to use this technology platform to establish a blockchain-based business aimed at the global iGaming market. Initially focusing on B2C (business-to-consumer) online casinos, the Company also plans to expand into a B2B (business-to-business) model, offering a seamless blockchain-enabled technology platform for gaming operators worldwide. In addition, management has identified certain global iGaming industry characteristics and trends that they believe make potential acquisition opportunities attractive. Management believes that the combination of the Gaming Technology Platform and the strength of a Nasdaq listing make the Company an attractive consolidation vehicle for the iGaming industry, and plan to work to identify potential acquisitions (although no targets exist at present).

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Excited to announce M&G Investments Catalyst's investment in Pixxel, one of the brightest stars of US-India space-data ecosystem. Pixxel's pioneering technology will help unlock a wide variety of interesting use cases in planetary health including monitoring water quality, crop growth, biodiversity and climate change. This investment underscores our commitment to back innovative businesses that are solving the world's biggest problems.   https://lnkd.in/emqutb9R   #impact #spacetech #AI #profitwithpurpose #planethealth

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With the Nasdaq-100 near all-time highs, this was an opportune time to launch #CPNJ — protecting 100% of our clients’ investments over a one-year outcome period combined with attractive upside growth potential from the world’s pre-eminent growth-oriented index — the Nasdaq 100. Read the latest from ETF Strategy to hear more about the Calamos Nasdaq-100® Structured Alt Protection ETF™ – June (CPNJ) debut: https://okt.to/xY0lS5 More on CPNJ: https://okt.to/0iEayW

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My Bloomberg Interview with Alix Steel & Romaine Bostick, CFA - All Major Credit Sectors Flash Green 1. Federal Reserve, Rates & Capital Deployment: The Fed will ultimately cut its funds rate to 3% as the easing cycle has begun with an aggressive 50bp cut signaling “risk-on" for debt and equity markets. With $6.5T money market accounts, cash returns will decline as it flows into riskier assets, particularly public and private credit, supported by strong GDP. 2. LBO surge: On the horizon loan supply will accelerate as lower rates drive LBO’s and thus credit formation to finance transactions. 3. Asset-Based Lending is already accelerating, with Marathon Asset Management building a tremendous pipeline of opportunities today. 4. Opportunistic Credit: strong corporate earnings, economic growth does not negate the fact that too much leverage was created during ZIRP, and as businesses adjust their capital and corporate structure opportunities abound for capital solutions that provides a bridge for businesses. Growth capital with equity upside through a debt structure is highly attractive. 5. Bank & Asset Manager Partnerships: Apollo and Citibank are a landmark arrangement and will facilitate large loans transactions for private IG and non-IG credit; while Marathon Asset Management and Webster Bank’s partnership is positioned in the middle-markets, a combination that is a powerful partnership utilizing the combined capabilities of Bank-Asset Manager to deliver a menu of options to private equity sponsors.

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