Capital Advisors Group, Inc.

Recent market volatility has sparked concerns among institutional cash investors about the credit profiles of Japanese megabanks. In our latest blog, Lance Pan breaks down the key factors supporting these banks, the challenges ahead, and actionable insights for investors looking to make informed decisions. Read more here: https://lnkd.in/e7tAG6sG #japanesemegabanks #BOJ #cashinvestors

Despite challenging market conditions, total debt deals hit a high of $13.1 billion, driven by a single tech debt deal, with improvements in venture equity indicating future growth in debt activity. To gain more insights into the venture debt market in Q2 2024, download and read Capital Advisors Group’s Quarterly Debt Market Update. Read it here: https://lnkd.in/e9MSdhHH

What factors should you consider when deciding between a Registered Investment Advisor (RIA) or a Broker-Dealer (B-D) to help establish a separately managed account for your institutional cash investments?   Read more here: https://lnkd.in/dNkSwCBm   #RIA #BD #SMA 

Given product diversity and positioning in a stable sector, consumer staples may offer cash investors an opportunity to invest in highly rated credits with predictable cash flows through the economic cycle. As the Fed appears likely to lower interest rates later this year, this may be particularly beneficial for investors seeking to extend their portfolio duration’ Check out our latest blog by Alexander Goldman for more insight. Our blog: https://lnkd.in/eEz6uP_P #consumersproducts #cashinvestors

Support and fostering a learning environment are two factors that are staples to the culture at Capital Advisors Group. We sat down with Matthew Paniati, CFA, senior analyst, to learn more about his experience and major takeaways of working at CAG. To learn more about the members of our team, visit our team’s page: https://lnkd.in/emExf_Sy

Liquidity investors now have an opportunity to capture relatively high yields by owning longer-maturity instruments before rates start to drop. Our recent whitepaper by Lance Pan discusses how separately managed accounts (SMAs) may help investors accomplish this goal more effectively than other cash vehicles. Read our whitepaper here: https://lnkd.in/etc-Wh_F #fallingrates #SMA

Navigating today’s venture debt environment can be difficult. Discover six strategies we believe will increase your attractiveness to lenders and help to confidently secure venture debt funding in our latest blog post. Our Blog: https://lnkd.in/eb3nSbYB #venturedebt #financing #lenders

Read our blog here: https://lnkd.in/er8a87Zx Reports from The Wall Street Journal suggest that if former President Donald Trump is re-elected for a second term, there is potential for changes in the Federal Reserve’s structure. Our latest blog examines how Trump’s re-election could shape the Fed and its potential impact on our economy. #Fed #economy #reelection

While deal volume grew over the prior quarter, prospective borrowers should be aware that credit remains somewhat restrictive, leading to fewer companies that will qualify for debt financing over the near term. To gain more insights into the venture debt market in Q1 2024, download and read Capital Advisors Group’s Quarterly Debt Market Update. Read it here: https://lnkd.in/eyFHwsHb

Read our newest whitepaper here: https://lnkd.in/e3d9kDAQ Following the Global Financial Crisis, treasury investors are recognizing the benefits that asset-backed securities may have in boosting yield potential. Our recent whitepaper discusses asset-backed securities and the advantages they may offer corporate treasury investors.