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Insight

Finding Opportunities in Alternative Fixed Income

While elevated valuations in equities are raising concerns for all investors, the structural challenges in traditional fixed income are causing additional problems for advisors – and these challenges are unlikely to be resolved anytime soon in most corners of the global bond market. Advisors seeking a solution may want to consider shifting a portion of the fixed income allocation to structured credit securities.

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chip
Insight

A Buying Opportunity in Parts of Tech

September proved to be a volatile month – in line with historical seasonality – and October is starting on a similar note with tech especially under pressure. What lies ahead for the markets for the rest of Q4 and where are the buying opportunities today?

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Chess
Insight

Surging Oil Prices

Oil surged to $80 per barrel this week, its highest level since 2018, and prior to that, 2014.1 Equity markets fell as memories of $100+ oil and fears of a demand decline spooked investors. News articles playing up rising input costs from steel, chemicals, and utilities, and the shuttering of power plants or factories due to fuel shortages don’t help sentiment. But notably, two sectors are in the green so far this week, no pun intended:  clean energy and electric vehicle (EV) stocks.

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Education

Management Fees

Management fees are set as a percentage of the capital invested and they are used to cover the day-to-day operation of the fund including salaries, professional services, and general and administrative expenses.

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