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Subversive Capital Advisor Fund Closure Announcement
March 15, 2024--Subversive Capital Advisor LLC (the "Advisor" or the "Company"), a Registered Investment Advisor primarily focused on different mission-driven emerging sectors, announced today that it has recommended, and the Board of Trustees of Series Portfolios Trust (the "Trust") has approved, the termination and liquidation of the Subversive Decarbonization ETF ("DKRB"), Subversive Food Security ETF ("KCAL"), and Subversive Mental Health ETF ("SANE"), collectively (the "Funds") effective immediately after the close of business on March 28, 2024.
"While these strategies are gaining traction outside the US, they remain a small portion of the market domestically. Despite our efforts to capture investor interest with unique offerings, it's clear that the appetite for these strategies hasn't matched that of index ETFs or well-established institutional options." said Subversive's Portfolio Manager, Christian H. Cooper.
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Source: Subversive Capital Advisor LLC
Cetera Introduces Bitcoin ETF Policy and Guidance for Financial Professionals
March 14, 2024--Cetera among the first wealth management firms to deliver comprehensive education, training and resources addressing rapidly growing investment products
Policy represents a
"prudent embrace" of bitcoin ETFs and the latest Cetera offering to help financial professionals best serve their clients and strategically grow their business
Cetera Financial Group (Cetera), the premier financial advisor Wealth Hub, announced today that it has introduced a new policy regarding the usage of bitcoin ETFs in brokerage accounts. The policy includes education and resources designed to help affiliated financial professionals guide their clients in incorporating bitcoin ETFs into their investment portfolios. Cetera is among the first wealth management firms to roll out a formal policy on bitcoin ETFs as exponentially more investors are exploring the products and investing in bitcoin.
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Source: Cetera Financial Group
BondBloxx and IR+M Launch New Fixed Income ETF (TAXX) that Aims to Maximize After-Tax Income
March 14, 2024--Partnership between two leaders in fixed income investing brings IR+M's institutional investment heritage and tax-aware strategy to the broader marketplace for the first time
Designed for investors seeking core bond exposures, TAXX aims to maximize after-tax income by optimizing across a wider opportunity set of short duration municipal and taxable bonds
BondBloxx, a specialized provider of bond ETFs, and Income Research + Management (IR+M), an institutional fixed income investment manager, today announced the launch of the BondBloxx IR+M Tax-Aware Short Duration ETF (TAXX).
TAXX is an innovative fixed income exchange traded fund with an investment strategy designed to maximize after-tax income. The fund represents a landmark collaboration between BondBloxx and IR+M, offering investors greater access to a tax-optimized strategy for their fixed income allocations. TAXX considers investment opportunities through a tax-aware lens while challenging the conventional wisdom that avoiding taxes within fixed income is always advantageous.
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Source: BondBloxx Investment Management Corporation
Zacks Launched the Israel 150 Platform
March 12, 2024--Providing the investment community with a platform focused on Israeli companies listed on the US exchanges.
Zacks Investment Research, a leading provider of investment-related data, research, and commentary, proudly announces the launch of Zacks Israel 150- https://israel150.zacks.com.
This new platform focuses on Israeli companies listed on US exchanges, providing global investors with easy access to valuable information.
Zacks Israel 150 allows investors to rank Israeli equities based on criteria such as annual sales, market cap, assets, exchange, industry, and sectors. This feature helps investors focus on companies of interest and access initial and expanded information for their investment portfolios.
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Source: Zacks Investment Research
CBO-Monthly Budget Review: February 2024
March 8, 2024--Summary
The federal budget deficit totaled $830 billion in the first five months of fiscal year 2024, the Congressional Budget Office estimates. That amount is $108 billion more than the deficit recorded during the same period last fiscal year: Although revenues this year were $121 billion (or 7 percent) higher, outlays rose more-by $228 billion (or 9 percent).
Outlays in the first five months of each year were reduced by shifts of certain payments that otherwise would have been due on October 1, which fell on a weekend. (Those payments were made in September 2022 and September 2023, respectively). If not for those shifts, the deficit thus far would have been $903 billion, $117 billion more than the shortfall for the same period in fiscal year 2023.
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Source: CBO (Congressional Budget Office)
MarketVector Indexes Licenses REIT Index to Tidal to Capture REIT Opportunity
March 6, 2024--Crypto ETN providers head for UK but urge rethink on retail ban
The FCA has said it will allow listing requests but only give access to 'professional investors'
MarketVector IndexesTM ("MarketVector") announces the licensing of the iREIT-MarketVectorTM Quality REIT Index (ticker: IRET) to Tidal Investments, LLC ("Tidal"), highlighting MarketVector's ability to provide customizable indexes in varying sectors for clients across the globe.
In partnership with Tidal, leading real estate analyst Brad Thomas, CEO of Wide Moat Research, launched the IRET ETF (ticker: IRET) built on an index Brad designed with MarketVector. This unique product invests in REITs across all property sectors, utilizing fundamental analysis to provide investors with exposure to diversification, potentially higher yields, and a focus on quality and value investing.
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Source: MarketVector Indexes
Global Financial Stability Notes-The US Banking Sector since the March 2023 Turmoil: Navigating the Aftermath
March 5, 2024-Summary:
In March 2023, the US banking sector turmoil sent a shockwave through the global financial system. Silicon Valley Bank (SVB), the 16th largest bank in the country, collapsed in a matter of days, followed by Signature Bank (SBNY) and First Republic Bank (FRB), marking the largest bank failures after Washington Mutual Bank in 2008.
Triggered by sizable deposit outflows, this event raised concerns about the soundness of the rest of the US banking sector, in particular, other banks of similar or smaller size with large amounts of uninsured deposits, unrealized losses, and commercial real estate exposures.
The March turmoil is a powerful reminder of the challenges posed by the interaction between tighter monetary and financial conditions and the buildup in vulnerabilities-challenges amplified by ineffective interest, liquidity, and credit risk management practices at some banks. This note offers an analysis of the main attributes of the affected banks to assess the extent to which vulnerabilities persist in a weak tail of banks . Furthermore, the note provides a prospective assessment by evaluating the medium-term risks to financial stability posed by this weak tail.
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Source: imf.org
ETF industry observers advise caution when adjusting portfolios
March 1, 2024--Global elections, regional conflicts and sky-high US equity prices might test the patience of investors this year
Passive investors whose ethos is to try to take very long-term views on their portfolio construction face some hard choices.
This year, a record number of people globally will go to the polls, conflicts in Ukraine and the Middle East show no signs of abating and on a purely technical basis investors have to ask themselves whether the US market, which tends to have a heavy weighting in many portfolios, can continue to trade at record highs.
Andrew Prosser, head of investments at InvestEngine, a UK neobroker that provides DIY and model portfolio solutions using ETFs, advises patience.
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Source: ft.com
Xtrackers by DWS Launches its First Active ETF: NRES
February 27, 2024--Global Natural Resources Fund Combines Strength of DWS' Xtrackers Platform and Liquid Real Assets Expertise
DWS, one of the world's leading asset managers, announced today the listing of its first actively-managed exchange-traded fund (ETF), the Xtrackers RREEF Global Natural Resources ETF (NASDAQ: NRES) (the "Fund").
The Fund is designed to provide investors with exposure to global natural resources (GNR) companies primarily through investments in equity and equity related securities. The Fund seeks total return from both capital appreciation and current income and, as an actively managed ETF, does not seek to replicate the performance of a specific index.
For DWS, this listing marks its entry into the fast-growing actively managed ETF market in the US[1]."More and more investors are recognizing the advantages of this form of investment. Active strategies can adapt to a wide range of market conditions, especially in times of great uncertainty," says Arne Noack, Head of Systemic Investment Solutions, Americas. "Adding the actively managed Xtrackers RREEF Global Natural Resources ETF to our range of US-listed ETFs, combines two of DWS’ global core competencies and expands the range of best-in-class specialty investment solutions, while leveraging the liquidity, cost efficiency, transparency, and potential tax benefits of the ETF structure."
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Source: dws.com
Synthetic convertible ETF aims at Magnificent Seven bond problem
February 26, 2024--Despite their outsized influence, megacap US companies cannot be accessed by traditional convertible bond investor
The world's largest convertible bond manager has unveiled a "synthetic convertibles" exchange traded fund to spread the concept to companies that are so cash-rich they do not need to issue real bonds.
Last year saw a boom in convertibles - a type of bond that can be swapped for shares if a company's stock price hits a pre-agreed level-with issuance jumping 77 per cent to $48bn, according to LSEG.
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Source: ft.com
March 28, 2025 Vanguard Wellington Fund files with the SEC |
March 28, 2025 EA Series Trust files with the SEC-Guru Favorite Stocks ETF |
March 28, 2025 Kurv ETF Trust files with the SEC-Kurv Technology Titans Select ETF |
March 28, 2025 NEOS ETF Trust files with the SEC-NEOS S&P 500(R) Hedged Equity Income ETF |
March 28, 2025 ProShares Trust files with the SEC-ProShares Bitcoin-Denominated Nasdaq-100 ETF and ProShares Bitcoin-Denominated S&P 500 ETF |
view SEC filings for the Past 7 Days
March 24, 2025 MarketVector Strengthens Leadership in Multi-Assets Strategies with the Launch of the MarketVector Crypto-Balanced Multi-Asset Index (TOPMDL) |
March 24, 2025 21Shares expands European footprint with new listings on Nasdaq Stockholm |
March 17, 2025 Sustainability rules are not a block on EU defence financing, but reputational fears are |
March 17, 2025 iM Global Partner enters the Active UCITS ETF Market in Europe |
March 12, 2025 Nasdaq Stockholm welcomes HANetf as new ETP provider |
March 25, 2025 Southeast Asia's Economies Can Gain Most by Packaging Ambitious Reforms |
March 17, 2025 E Fund: Harnessing AI Trends in China to Drive Innovation and Enhance ETF Offerings |
March 12, 2025 Viet Nam's Economy Forecast to Grow 6.8 Percent In 2025: WB |
March 12, 2025 Coinbase returns to India: Crypto exchange confirms securing FIU regulatory nod |
March 11, 2025 KB Asset Management Launches KB RISE US Quantum Computing ETF, Tracking the Solactive US Quantum Computing Technology Index |
March 25, 2025 WEF-2024 Global Retail Investor Outlook |
March 24, 2025 More Record-Breaking Growth Expected as Investors Lean on ETFs to Manage Global Uncertainty: BBH 2025 Global ETF Investor Survey |
March 17, 2025 Infographic-Charted: Global Economic Policy Uncertainty (1997-2025) |
March 06, 2025 IMF-Global Financial Stability Note-Pension Funds and Financial Stability |
March 21, 2025 Qatar's Economy Grows 2.4% in 2024, Q4 GDP Up 6.1% Year-on-Year |
March 20, 2025 Egypt's economic growth set to improve in Q2, driven by industry: minister |
March 11, 2025 Qatar: QSE fully waives trading fees on ETFs, aims improved market liquidity |
March 07, 2025 IMF-Financial Conditions and Their Growth Implications for Qatar: Qatar |
March 07, 2025 IMF-Artificial Intelligence in Qatar: Assessing the Potential Economic Impacts |
March 27, 2025 Africa's Digital Payments Economy to Reach $1.5trn By 2030-Report |
March 24, 2025 Bitcoin Price Trends and the Future of Digital Transactions in Africa |
March 10, 2025 IMF-Boosting Growth and Prosperity in South Africa |
March 06, 2025 How Africa could help diversify the booming global semiconductor industry |
March 04, 2025 Nigeria: 2025 Budget Prioritises Investment in Critical Sectors, Economic Devt-Govt |
March 26, 2025 'Renewables are renewing economies', UN chief tells top climate forum |
March 20, 2025 How DeepSeek has changed artificial intelligence and what it means for Europe |
March 10, 2025 IMF-Driving Change: Women-Led Economics |
March 05, 2025 F&D: Reconnecting Morality with Political Economy |
March 05, 2025 Half of world's CO2 emissions come from 36 fossil fuel firms, study shows |
March 21, 2025 Could Digital Currencies Lead to the Disappearance of Cash from the Market? |
March 12, 2025 IMF Note-Fund Investor Types and Bond Market Volatility |
February 28, 2025 IMF Working Paper-Not all Housing Cycles are Created Equal: Macroeconomic Consequences of Housing Booms |
February 28, 2025 Pension Reform and Stock Market Development |
February 21, 2025 IMF Working Paper-Understanding the Macroeconomic Effects of Natural Disasters |